David Brourman

Bachelor's

Business Administration

Donfeld Insurance Services Corp

Insurance and Private Placement Consultant

• Helped secure +$80m of private placement insurance assets via new capital investments and 1035 exchanges • Onboarded investment advisors onto private placement insurance platform for tax-efficient investment planning and retirement planning; coordinated with estate planning attorneys for ILIT wealth transfer strategies • Well-versed in insurance planning by analyzing life, health, property, casualty and long-term care insurance to individuals and businesses to help clients effectively manage their risk portfolios • Seasoned auditor including analyzing actuaries and fees to help improve clients’ existing life insurance policies by increasing coverage or decreasing premiums; negotiate with many insurance carriers to find optimal policy • Skilled at examining and improving businesses’ insurance structures by bundling policies and utilizing open architecture platform to identify the best product solution for clients; adept with Excel to communicate analyses • Developed investment analyses and financial plans for clients while acquiring new clients via contacting over 3,500 potential clients to market various services to facilitate sales; collect, review and update client information