David Graham

David Graham Email and Phone Number

Advanced Sales Director, JD, LLM (Tax), CLU, ChFC @ Financial Independence Group
David Graham's Location
Denver Metropolitan Area, United States, United States
David Graham's Contact Details
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

David Graham's Current Company Details
Financial Independence Group

Financial Independence Group

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Advanced Sales Director, JD, LLM (Tax), CLU, ChFC
David Graham Work Experience Details
  • Financial Independence Group
    Director Advanced Strategies
    Financial Independence Group Mar 2023 - Present
    Cornelius, Nc, Us
    Happy to be with Financial Independence Group providing Advanced Planning services.
    View
  • M Financial Group
    Advanced Sales Director
    M Financial Group Jun 2022 - Mar 2023
    Portland, Oregon, Us
    View
  • Oneamerica
    Director Of Advanced Markets
    Oneamerica Nov 2021 - Jun 2022
    Indianapolis, In, Us
    View
  • Global Atlantic Financial Group
    Vice President - Coli/Boli
    Global Atlantic Financial Group May 2015 - Feb 2021
    New York, Ny, Us
    Work with advisors in designing executive benefit plans for COLI sales.Large case split-dollar analysis for opportunities with grandfathered and new arrangements.
    View
  • American General Life Companies
    Vice President - Advanced Markets
    American General Life Companies Aug 2013 - Mar 2015
    - 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
  • Aviva Life Insurance Company
    Director, Advanced Markets
    Aviva Life Insurance Company Sep 2007 - Aug 2013
    London, Gb
    View
  • New York Life Insurance Company
    Avp Nautilus Group
    New York Life Insurance Company Sep 2006 - Sep 2007
    New York, New York, Us
    View
  • Axa Equitable
    Advanced Case Design Specialist
    Axa Equitable Oct 2002 - Dec 2004
    New York, Ny, Us
    View
  • Ing Security Life Of Denver
    Advanced Markets/Legal
    Ing Security Life Of Denver Sep 1998 - Sep 2001

David Graham Skills

Life Insurance Estate Planning Retirement Planning Insurance Employee Benefits Financial Advisory High Net Worth Individuals Term Life Insurance Financial Planning Strategic Financial Planning Financial Services Wealth Management Business Planning Universal Life Succession Planning Long Term Care Financial Analysis Wealth Financial Planners Tax Disability Insurance Fixed Annuities

David Graham Education Details

  • University Of Denver - Sturm College Of Law
    University Of Denver - Sturm College Of Law
    Taxation
  • University Of Denver - Sturm College Of Law
    University Of Denver - Sturm College Of Law
    Taxation
  • University Of Denver - Daniels College Of Business
    University Of Denver - Daniels College Of Business
    Mba

Frequently Asked Questions about David Graham

What company does David Graham work for?

David Graham works for Financial Independence Group

What is David Graham's role at the current company?

David Graham's current role is Advanced Sales Director, JD, LLM (Tax), CLU, ChFC.

What is David Graham's email address?

David Graham's email address is da****@****fin.com

What schools did David Graham attend?

David Graham attended University Of Denver - Sturm College Of Law, University Of Denver - Sturm College Of Law, University Of Denver - Daniels College Of Business.

What skills is David Graham known for?

David Graham has skills like Life Insurance, Estate Planning, Retirement Planning, Insurance, Employee Benefits, Financial Advisory, High Net Worth Individuals, Term Life Insurance, Financial Planning, Strategic Financial Planning, Financial Services, Wealth Management.

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