Michael Amoia JD, LLM (TAX), CLU®, CHFC®
As Vice President of Advanced Markets for our partner, Valmark Financial Group, Michael Amoia works with our clients and our clients’ advisors to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance. With over 28 years of experience and a deep understanding of complex estate planning techniques, Mr. Amoia works closely with both our back-office life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth. Mr. Amoia is a frequent national speaker on various estate planning topics and an author of numerous industry articles. He is also a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Juris Doctor (JD) which he earned from University of Baltimore’s School of Law, and holds a LL.M in Taxation and Certificate in Estate Planning from Georgetown University Law Center.
Angela Abreu CRPC
As the Operations Director of Life Insurance New Business for our partner, Valmark Financial Group, Angela Abreu is responsible for ensuring new insurance applications move from submission to placement smoothly. She oversees the team of Life New Business Specialists, troubleshoots escalated situations, and leads the charge to enhance technology and create innovative systems and efficient processes for the benefit of advisors and their clients. Angela has over 16 years of experience working directly with advisors and clients, and has a vast knowledge of the insurance industry. She holds her Series 7, 63, and 26 registrations as well as Life, Health, and Variable Life licenses.
Luke Ehinger ChFC®, CLTC®
As Director of Insurance Marketing for our partner, Valmark Financial Group, Luke is responsible for advanced life insurance case design, product analysis, and the development of analytical and educational tools to assist our clients with their financial goals. He brings almost a decade of experience in the life insurance space working in roles at both a carrier home office and the independent agency environment. Mr. Ehinger holds a bachelor’s degree from Trine University and has his Series 6 and 63 registrations. He is also a Chartered Financial Consultant® (ChFC®) and holds a Certification in Long Term Care® (CLTC®).
Eric Johnson is Vice President of Underwriting for our partner, Valmark Financial Group. He is responsible for risk assessment appraisal, consultation, and negotiation on behalf of Valmark Financial Group Member Offices and clients. Mr. Johnson brings more than 30 years of experience in impaired risk and jumbo case underwriting, reinsurance, sales and brokerage operations. He is a presenter at numerous industry seminars and workshops speaking on topics such as Challenging Underwriting Impairments, Jumbo Business and Brokerage Underwriting. Mr. Johnson earned his BA from Luther College and holds Minnesota Life, Accident and Health Insurance licenses. He is a member of the Association of Home Office Underwriters (AHOU) and the Twin Cities Association of Home Office Life Underwriters (TCAHOLU).
James Dawson CFP®, CLU®
James Dawson is the Director of Life Settlements for our partner, Valmark Financial Group. James is responsible for managing the day-to-day operations of the life settlement business. This includes establishing and implementing new processes and procedures, directing and facilitating the sale of policies from the initial offering through the formal case submission, and acting as an escalation resource for complex and technical life settlement issues. He works to find ways to simplify the life settlement transaction process and improve efficiencies. Above all, Mr. Dawson is passionate about delivering the best possible experience for our clients. Mr. Dawson earned a BBA in Financial Planning from the University of Akron, graduating Summa Cum Laude. He also holds Ohio Life, Health, Accident and Variable licenses, Series 7, 24 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.
Michael Michlitsch MBA, CRPC®
As Vice President of In Force Insurance Solutions for our partner, Valmark Financial Group, Michael leads the Valmark Policy Management Company (PMC) and Life Settlement teams. Michael is responsible for integrating strategies and solutions to maximize in force insurance business to best serve our clients. Previously, he was Manager of Practice Management at Securian Financial Services, Inc., a Senior Training Manager for Woodbury Financial Services, Inc., and Sales Manager for Ameriprise Financial Services, Inc. Mr. Michlitsch earned his MBA from the Opus College of Business at the University of St. Thomas and his BA in Management and Marketing from Bethany Lutheran College. He is a Chartered Retirement Planning Counselor℠ (CRPC®) and carries the following Financial Services Designations: CFS, CIS, CFF, CES, CAS and CTS. In addition, he holds Series 7, 24 and 66 registrations as well as Life, Health, and Variable Life and Annuity licenses.