Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: 

– Comprehensive life insurance solutions geared toward high-net-worth individuals
– Educational resources, including timely and relevant articles/white papers
– Case studies that demonstrate our ability to solve unique/demanding life insurance challenges
– In-house education, including lunch-and-learns, seminars and retreat presentations
– Updates on important tax, regulatory and insurance-related news and events
– One-on-one consultations
– Complimentary reviews of estate planning documents (e.g., wills, trusts, powers of attorney, buy-sell agreements)

In serving as the highest quality resource to our strategic partners and their clients, we offer distinct advantages over other life insurance providers:

– Absolute independence – we recommend the right products to accomplish specific client goals, and we’re committed to ensuring that all products we offer fit within the larger planning framework. 
– National coverage
– Advanced in-house underwriting capabilities
– 90% case placement rate
– Educational resources to help you deepen your holistic value as trusted advisers to your clients
– Proven experience and know-how – most American Business insurance professionals have more than 20 years of high-level industry experience

Accounting

Insurance

Investment Management

American Business

Steven Brooks

Alan Bashein

Andrea Brown

Bruce Mesner

The Case Management Team at American Business is dedicated to overseeing the lifecycle of life insurance cases for high-net-worth individuals, ensuring that each client's unique needs are met with precision and expertise. They facilitate clear communication between clients, partners, and underwriters, managing documentation and compliance while streamlining the application process. The team leverages their extensive industry experience to enhance case placement rates and support strategic partners through comprehensive case reviews and tailored solutions.

Case Management Team

Insurance Operations Team

Leadership Team

Case Management Team

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Other teams at American Business

Insurance Operations Team

Leadership Team