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NAIFA LA DI Day Expert Panel  May 27, 2020 - 12:00PM CST

 

Ask the Expert – DI Day Experts Panel

NAIFA Louisiana is proud to host a 1 hour webinar slammed packed with DI tips and sales idea.  These experts all specialize in different areas of the disability insurance market. Moderated by Blake Gillies, they will cover practical applications of income protection products. Individual DI, Business Owner DI & Group DI markets will all be covered during this panel discussion.

 

 

 

 

Dave Beck

 

 

Dave Beck, CLU, CLTC, LACP

Regional Brokerage Manager

Regional Brokerage Manager with Disability Insurance Services in the Mid-Atlantic which includes MD, DE, DC, VA, NJ, PA, and OH. Dave has been establishing himself as an authority in disability insurance since 2006 when he entered the financial services industry. He makes it a point to keep income replacement at the forefront of every financial planning conversation because he believes that DI is the undergird of sound financial plan.

 

Derek True

 

 

Derek True, DIA, DHP

Brand & Operations Manager

Brand and Operations Manager for The DI Center, a BGA in Allen, TX that makes DI and life insurance easier for producers nationwide. His title is a fun way to say that he oversees the brokerage marketing and underwriting processes with a knack for the income protection competitive landscape.

Derek has been focused on individual DI at The DI Center since he graduated from Texas Tech University in 2010. He’s a member of NAIFA-Dallas and enjoys traveling with his wife Emily and their twin toddler boys, Owen and Tristan.

 

JP Barta, Daniel Duffy

 

 

J.P. Barta

Founder and Managing Partner

Founder and managing partner of The Legacy Benefits Group. Originally the Comprehensive Benefits Group, Legacy has spent the past decade looking for innovative concepts to take to the broker markets. J.P. has been in the insurance business in various roles for over 15 years. His unique approach to insurance as well as his diverse understanding of the different components that make an effective benefits strategy. J.P. has worked for 9 years building broker, carrier, and TPA relationships throughout the region and has been instrumental in assisting Legacy as it emerges as one of the premier general agency options for brokers in the country. J.P.’s current role involves broker relationships, new market expansion, carrier relationships and more.

Daniel Duffy

Partner and Executive Vice President of Sales

Partner/Executive Vice President
of Sales. Prior to joining The Legacy Benefits group, he had roles on the carrier side calling on agents, brokers, consultants, and as an independent broker under various brokerage houses and agencies. Daniel’s professional passion and mission has always been to deliver forward thinking solutions to forward thinking agents, brokers, employers through proven strategies. Daniel has a unique perspective as he has spent roughly half of his career working on the carrier side in a broker support and marketing role; the other half as an independent broker working directly with employers.