First Element Insurance Planners

First Element Insurance Planners

Insurance 11433 Olde Cabin Road 7 employees
Employees
7
Contacts
1
Emails
1

First Element Insurance Planners Overview

Headquarters
11433 Olde Cabin Road
Industry
Insurance
Employees
7
NAICS
Insurance Carriers and Related Activities
Agencies, Brokerages, and Other Insurance Related Activities

About First Element Insurance Planners

Wealth management firms are progressively shifting to a fee-only planning model with the goal of providing comprehensive, holistic guidance. First Element Insurance Planners (FEIP) was created to serve as a strategic partner to fee-only firms to make it comfortable and easy to address risk management in a process-driven, proactive manner. The insurance and estate planning experts at FEIP understand financial planning and the need to put solutions ahead of product. The firm’s sole focus is providing proactive, objective advice as it relates to clients’ risk management needs.

First Element Insurance Planners Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

First Element Insurance Planners Org Chart

Sample employees and titles
Name Title Contact
Dan Sullivan, Jd Managing Director at First Element
Email
Lauren Gelber
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Emily Warren Risk Management Consultant - First
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Anna Nicole Scholten Baker Administrative Assistant - First
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Employees by Management Level

Individual contributor 3 profiles
Director 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1
Executive 1 1 0

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