Business, Estate and Insurance Planning Firm. Offering Investment Consulting for institutional retirement plans and group insurance benefits.

Leveraging insurance as a tax-efficient non- correlated asset class, in estate planning, business planning, executive compensation, and other advanced applications.

Cleawater Benefits Groups delivers customized benefit solutions for both businesses and individuals at 25-50% below traditional benefits models.We do this by leveraging relationships with top tier major medical, life, dental, and disability insurance providers and implimenting stragegies that maximize recent changes in legislation to reduce and stabilize our clients' healthcare overhead.

• Partnered with local Wealth Management Firm providing comprehensive wealth management with a focus on leveraging life insurance as a tax efficient asset class for high net worth clients.• Provided analysis of Disability, Major Medical, Medical Malpractice and Life insurance gaps and coverages for self-employed and business owners and implemented recommended solutions.• Executed educational programs for multiple physician residency programs in conjunction with attorneys & practice consultants, converting relationships to revenue!

•Achieved 3 out of 4 possible Pursuit of Excellence Awards (6 mos. At 150% of quota 1st 2 years)•Command leader in establishing new group accounts- building relationships with benefit brokers•Highest revenue (premium)generated for similarly tenured reps in state (Less than 5 years)•Half of 2 member team that achieved Office of The Year Award my first full year on plan 2006•Most profitable book of business in the State of Michigan 2007 all reps, all tenures•Highest close to quote percentage in the state of Mich. 42% (National avg. 18% )