Lance currently serves as President of National Risk Brokerage. In addition, he is a contracted Managing Director at Highland Capital, as well serving on Board's of current investment interests. Lance has been in the insurance and financial services industry for the last 26 years. During this time he acquired special expertise in building national wholesale distribution models, as well as regional retail sales organizations. His history of serving distribution partners that range from “top 10” consumer banks to investment firms, trust companies, insurance general agencies and insurance professionals puts him in an experienced orchestration position to bring scalable and unique value to many sectors of the insurance industry. He has served, or currently serves, on numerous field advisory boards for the largest insurance providers in the domestic marketplace, including Prudential, Transamerica, AIG, and New York Life. He is a graduate of Florida State University and currently sits on their FSU Foundation Board, as well as DSO’s supporting FSU athletics.
Robert has over twenty-five years of industry experience with leadership roles in all aspects of the financial institution insurance sector, from insurance carriers, financial institutions and insurance brokerage companies. During his time at Regions Financial, Robert was President of Regions Insurance Services. As part of this role he had full P/L responsibility for all bank predicated and mass distributed insurance products. In addition to his time at Regions Financial, Robert was with Assurant for over eleven years where he gained experience with all Assurant products offered to financial institutions, including specialty areas such as: operations and technical system design; filing rates with nearly all DOIs country wide for credit products; managing statistical modeling and analysis for their lender placed program; preparing Q&A notes for quarterly investor calls to prepare the CEO and senior management during the housing crisis. He was a longstanding Board Member of the ABIA and still actively partners with many industry trades in key emerging issues.
Robert is a subject matter expert for banks in the insurance sphere and works to provide actionable updates on legislative and regulatory areas as well as advocate on their behalf. In his current role he is responsible for leading and growing all facets of the National Risk Brokerage operation with a focus on Lender Placed brokerage services as well as revenue generating insurance offerings for financial institution customers. He currently serves on the board of the NFA (National Flood Association) and is a key partner with the Office of Insurance Advocacy which provides internal subject matter expertise inside of the ABA (American Bankers Association).
David is the Senior VP of National Risk Brokerage. He holds several degrees and designations including BA in Accounting, MBA in Management and Finance, as well as a CPA Certificate and ChFC Designation from the American College. David has been active as a CPA since 1970 and has been in the industry since 1996. He assists agents in the areas of estate planning using life insurance and other estate maximization techniques. He has served high net worth clients, companies, and governmental entities in more than 40 states. David has owned several businesses and understands what it takes to be successful in business. He brings his many years of experience in accounting, business, and entrepreneurial ventures to bear on his advice to clients.
Heath has twenty-five plus years of experience inside the insurance industry with leadership expertise in insurance operations and compliance implementation. Heath oversees all day-to-day client support, dashboard reporting for business intelligence, Regulatory and Compliance changes, Systems development, Change Management, Client Audit Support, etc. In prior leadership roles, Heath led and facilitated various operational areas supporting a variety of products geared towards the financial institution space. The last seven of those years focused exclusively on lender place operations and system development. Heath has represented this area on compliance committees such as Dodd-Frank Legislation and Department of Justice regulation, as well as in product development.
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