BRIAN D'AMATO
Vice President – Advanced Life Sales and Long Term Care
678.718.1953 | CLICK HERE TO EMAIL BRIAN
CLIMB HIGHER
Brian has been an integral part of our Life Insurance Team since 2010. His primary goal in working with producers is to help them grow their life insurance business by helping them position appropriate life insurance products to protect and compliment their clients’ overall financial strategies. He is adept at coaching his producers on different concepts and strategies life insurance can offer above and beyond the death benefit, the primary purpose of life insurance. These include ways to strategically position life insurance to fund executive bonus plans, create IRA maximization strategies, provide income replacement, and as a supplemental tax-free retirement income source. Brian was in sales with BMW for 10 years prior to coming to Truchoice.
Brian is married to his high school sweetheart and they have two children. He earned a degree in Business Management from Dowling College in Oakdale LI. Brian also enjoys boating, playing golf and riding his Motorcycle for some great stress relief.
STONEWOOD
FINANCIAL*
Stonewood Financial delivers prospect-to-close IUL insurance programs that take you from "nice
to meet you" to "nice doing
business with you".
POLICY
REVIEW KIT
Our Life Insurance Policy Review Kit provides a roadmap to conducting a professional Policy Review.
ROUTE
TO RETIREMENT
Introduce the idea of protecting your clients from the potential of rising taxes in the future.
iPIPELINE*
Help automate your processing
for every stage of your practice.
WHY FIUL
Fixed index universal life (FIUL) insurance is a flexible form of life insurance that offers a combination of FIVE FUNDAMENTAL FEATURES (including four that are LIVING benefits) that help set it apart from other types of insurance products.
MEET THE TEAM:
Amber strives to go above and beyond to make sure agents are receiving the highest level of support possible. Knowing that every marketing organization can offer product, she helps producers realize their next level of success by building trusted relationships.
AMBER GREENLEE
LIFE CASE MANAGER
Office: 866.730.2411 ext.1085
Direct: 678.726.1085
Fax: 678.726.1185
Click HERE to email Amber
Alan earned his Juris Doctorate from the Detroit College of Law and his LL.M. in taxation from Wayne State University Law School. He holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from the American College.
ALAN ROMAN, JD, LLM, ChFC®, CLU®
DIRECTOR - PRODUCT & ADVANCED STRATEGIES
Office: 800.330.1997 Ext. 2205
Click HERE to email Alan
