About Michael
As Vice President of In Force Insurance Solutions, Michael leads the Valmark Policy Management Company and Life Settlement teams. Michael is responsible for integrating strategies and solutions to maximize in-force insurance business in a way that best serves Valmark Member Firms and their clients.
Previous Experience
- Director, Valmark Policy Management Company
- Manager, Practice Management, Securian Financial Services, Inc.
- Senior Training Manager, Woodbury Financial Services, Inc.
- Sales Manager, Ameriprise Financial Services, Inc.
Publications & Professional Achievements
- Recognized by LIMRA as a Rising Star of Innovation
- Contributing author to the book, Life Insurance 10X, on the chapter “Ongoing Policy Management: Creating a Bridge from ‘Life Insurance’ to ‘Lifetime Assurance’”
Education, Designations & Professional Affiliations
- MBA, The University of St. Thomas Opus College of Business
- BA, Management and Marketing, Bethany Lutheran College
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Series 7, 24 and 66 registrations
- Life, Health and Variable licenses
- Additional financial services designations: ALMI®, CFF, CAS, CES, CFS, CIS, CTS, WMS