John Robertson, Managing Member, Patriot Aircraft Holdings LLC Former Managing Director, Deutsche Asset Management
We were looking to convert some whole life policies to variable life policies in order to migrate policy assets away from fixed income exposure. Dave was able to identify the best investment products available at the lowest net cost to us while at the same time addressing our unique insurance coverage needs. He went beyond what we asked and also found a way for us to consolidate our long-term care coverage with features in the new variable life policies. Whether you need simple coverage for basic needs or tailored solutions for complex needs, Dave can get it done.