Director Advanced Strategies
CurrentHappy to be with Financial Independence Group providing Advanced Planning services.
Mar 2023 - Present
AeroLeads people directory · profile
David Graham Email & Phone Number
Advanced Sales Director, JD, LLM (Tax), CLU, ChFC
at
Financial Independence Group
1 work email found
@mfin.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Advanced Sales Director, JD, LLM (Tax), CLU, ChFC
Location
Denver Metropolitan Area, United States
Who is David Graham? Overview
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Quick answer
David Graham is listed as Advanced Sales Director, JD, LLM (Tax), CLU, ChFC at Financial Independence Group, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at mfin.com and a matched LinkedIn profile for David Graham.
David Graham previously worked as Director Advanced Strategies at Financial Independence Group and Advanced Sales Director at M Financial Group. David Graham holds Master Of Laws (Llm), Taxation from University Of Denver - Sturm College Of Law.
Company email context
Email format at Financial Independence Group
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{first}.{last}@mfin.com
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AeroLeads found 1 current-domain work email signal for David Graham. Compare company email patterns before reaching out.
Profile bio
About David Graham
With over 25 years of experience in the life insurance and financial services industries, Dave is a creative strategist and leader who helps financial and estate planning professionals use innovative solutions to address their clients' needs. Dave holds a JD and LLM (taxation) and an MBA from University of Denver, and has extensive knowledge and skills in life insurance, succession planning, advanced sales, and illustration development. He is passionate about simplifying complex ideas and presenting them in a clear and compelling way. He is also committed to empowering and supporting his team, partners, and clients with the best tools and resources. His mission is to help people achieve their financial and estate planning goals and protect their legacy with life insurance.Specialties: Estate PlanningBusiness PlanningLife insurance and annuitiesTrustsLarge Case and Family Office
Listed skills include Life Insurance, Estate Planning, Retirement Planning, Insurance, and 18 others.
Current workplace
David Graham's current company
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9 roles
David Graham work experience
A career timeline built from the work history available for this profile.
Advanced Sales Director
Jun 2022 - Mar 2023
Director Of Advanced Markets
Nov 2021 - Jun 2022
Vice President - Coli/Boli
Work with advisors in designing executive benefit plans for COLI sales.Large case split-dollar analysis for opportunities with grandfathered and new arrangements.
May 2015 - Feb 2021
Vice President - Advanced Markets
American General Life Companies
- Provide technical, informational and design support to agents on prospect and client cases including complimentary product placement- Broad background in all legal/technical aspects of estate planning, business planning and life insurance primarily for high net worth clients and large case analysis- Serve as content expert for Advanced Markets issues- Provide concept and product training to various home office, field/brokerage seminar and industry meetings- Authored numerous articles on advanced planning topics such as split-dollar and insurance only LLCs- Participated in main platform presentation for AALU's Annual Meeting and multiple breakout sessions. Specialties: Estate Planning Business Planning Split-Dollar Planning Life insurance Trusts Large Case / Family Office
Aug 2013 - Mar 2015
Director, Advanced Markets
Sep 2007 - Aug 2013
Avp Nautilus Group
Sep 2006 - Sep 2007
Advanced Case Design Specialist
Oct 2002 - Dec 2004
Advanced Markets/Legal
Ing Security Life Of Denver
Sep 1998 - Sep 2001
3 education records
David Graham education
Master Of Laws (Llm), Taxation
University Of Denver - Sturm College Of Law
Jd, Taxation
University Of Denver - Sturm College Of Law
Mba
University Of Denver - Daniels College Of Business
FAQ
Frequently asked questions about David Graham
Quick answers generated from the profile data available on this page.
What company does David Graham work for?
David Graham works for Financial Independence Group.
What is David Graham's role at Financial Independence Group?
David Graham is listed as Advanced Sales Director, JD, LLM (Tax), CLU, ChFC at Financial Independence Group.
What is David Graham's email address?
AeroLeads has found 1 work email signal at @mfin.com for David Graham at Financial Independence Group.
Where is David Graham based?
David Graham is based in Denver Metropolitan Area, United States while working with Financial Independence Group.
What companies has David Graham worked for?
David Graham has worked for Financial Independence Group, M Financial Group, Oneamerica, Global Atlantic Financial Group, and American General Life Companies.
How can I contact David Graham?
You can use AeroLeads to view verified contact signals for David Graham at Financial Independence Group, including work email, phone, and LinkedIn data when available.
What schools did David Graham attend?
David Graham holds Master Of Laws (Llm), Taxation from University Of Denver - Sturm College Of Law.
What skills is David Graham known for?
David Graham is listed with skills including Life Insurance, Estate Planning, Retirement Planning, Insurance, Employee Benefits, Financial Advisory, High Net Worth Individuals, and Term Life Insurance.
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