David G. Email & Phone Number

Longwood, Florida, United States

Providing expertise to clients through innovative planning solutions in the areas of business, estate, and charitable planning solutions. The total protection solutions we provide help our customers better evaluate risk their management needs for Business Insurance, Personal Insurance, Employee Benefits, and Payroll Solutions.The foundation of Insurance Office of America (IOA) was built upon providing clients with expert insurance and risk management services and also to serve the community in meaningful ways.IOA is a full-service insurance agency and has been one of the fastest-growing independent agencies in the United States. They are ranked 11th on Insurance Journal’s 2020 Top 100 Independent Property/Casualty Agencies report and 25th on Business Insurance’s 2020 100 Largest Brokers in the United States. Headquartered in Longwood, Florida and part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 branch locations in the United States.

Lake Mary, Florida, United States

• Improved sales force performance, solidifying customer satisfaction with client-centric strategy development and focus on enhanced skills development• Placed $196,000 of target premium in January 2021, exiting market as one of top producers in company• Capitalized on up-and-coming multicarrier life insurance distribution channel, leveraging past success and knowledge of digital engagement tools

Central And North Florida

• Exceeded aggressive quotas 10 out of 12 years, ranking consistently in top quartile, including #5 and #8 annual ranking out of 50 Regional Specialists• Acquired buy-in from executive clients to rollout creative and tailored solutions to enrich financial plans• Negotiated insurance solutions for wide variety of clients—one with net worth of $130 million—ascending rapidly to top producer role

Longwood, Florida, United States

Assisted clients with a variety of different qualified and non-qualified business planning solutions. Many of the planning solutions included: buy/sell, keyman, SERP, retirement, and succession planning.

Altamonte Springs, Florida, United States

Secured first job within Life Insurance Industry. Built pipeline and established rapport with clients, helping each improve financial planning and outcomes with in-depth reviews and analyses of wide array of planning solutions. Gained expertise in investment and insurance protection solutions, including life, health, disability, long-term care, and annuities, to meet clients’ diverse needs, risk tolerances, and financial priorities.

Lake Mary, Fl

Joined team of finance professionals to independently analyze portfolio of 100+ client accounts to identify variances relating to tax codes, currency, units, and overall portfolio holding balances in excess of $1 billion. Ensured compliance with Financial Accounting Standards Board (FASB) criteria and Generally Acceptable Accounting Principles (GAAP). Generated financial reports monthly, quarterly, annually, and on ERISA tax-reporting basis.

Master Of Business Administration (Mba), Business/Managerial Economics, A

Bachelor'S Degree, Business/Managerial Economics, A

Activities and Societies: Inaugural member of Tau-Sigma Honors Society

Business Administration And Chemistry

Activities and Societies: Played college football while attending the university

Business Administration And Chemistry

Activities and Societies: Played college football while attending the university