John has almost thirty years of experience in the executive benefits area and bank and corporate-owned life insurance. From 1997 through 2004 he was the President and Chief Executive Officer of a USI’s executive benefits practice. Since that time he has been a consultant to banks and corporations for their executive benefit needs as part of the M Benefit Solutions and M Financial Group. His experience in the review of the legal, actuarial, and financing of executive benefits and life insurance programs, as well as timeline control and presentation ability to board committees, has been obtained through the completion of hundreds of corporate engagements and board presentations. John is a registered representative with M Holdings Securities, Inc. He is a current member of AALU. John is a member of ABA, ICBA, and various state banking associations as well as The Financial Managers Society.
Corporate references upon request.
CA Insurance License #0C63114