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 Insurance Operations Team at American Business is dedicated to streamlining the delivery and administration of life insurance solutions tailored for high-net-worth individuals. This team works collaboratively to conduct in-depth analyses, manage case operations, and provide strategic advice, ensuring a seamless client experience. They also support educational initiatives and ensure compliance with industry standards, positioning the company as a leading resource for strategic partners and their clients.

Insurance Operations Team

Case Management Team

Leadership Team

Insurance Operations Team

About

Team members

Other teams at American Business

Case Management Team

Leadership Team