Adam Stohlman Aic, Fic, Lutcf Email & Phone Number

With over thirty years' of business experience, primarily in the insurance and financial industries, including substantial experience in underwriting, claims, sales, safety and risk management and executive management and leadership, my focus has moved toward risk and safety management and leading an organization to sustained profitability, growth and success.My risk and safety management experience, coupled with a strong commercial claims and underwriting background, has equipped me well to serve both internal and external stakeholders in several industries, and my executive management experience has only helped to develop my leadership and administrative capabilities further.More than ever, it is common for corporations, companies, public agencies and business owners to have multiple risk and safety concerns. Today's economic and political environments require insight, foresight, and a mix of sound time-tested approaches with innovative strategies to address these critical needs. That is why I take a holistic approach to carefully assessing each risk and safety area in depth, bringing only the best and most trustworthy resources to the table in order to solve problems and protect the organizations I serve from exposures and associated risks, and to protect workers from unnecessary injuries of all types. Addressing these areas properly is key to allowing an organization to fulfill its mission and achieve its leadership's short- and long-term objectives.I also previously served others in the insurance and financial fields, helping individual and corporate clients with life insurance and investments, business continuation and succession planning, retirement and estate plans, charitable giving programs, profit sharing, deferred compensation, etc.As a result, I have a fundamental understanding of financials and experience working with professionals in other fields, such as attorneys, CPA's, carriers, state and federal agencies, etc., which has served me well in my present position.I am still licensed for insurance in Michigan, as a convenience.Specialties:Executive Management & LeadershipCommunicationRelationship BuildingTeam DevelopmentSafety ManagementRisk ConsultingRisk ManagementClaims & Claims ManagementPersonal & Commercial Insurance Marketing & SalesReal Estate InvestmentInvestment FundingWealth AccumulationWealth ManagementBusiness Continuation & SuccessionRetirement PlansEstate & Legacy PlansCharitable Giving AnnuitiesLifeDisability & LTC

Listed skills include Life Insurance, Investments, Insurance, Fixed Annuities, and 46 others.

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  California State University-Northridge

  Humanities