David Graham's Linkedin Analytics

With over 25 years of experience in the life insurance and financial services industries, Dave is a creative strategist and leader who helps financial and estate planning professionals use innovative solutions to address their clients' needs. Dave holds a JD and LLM (taxation) and an MBA from University of Denver, and has extensive knowledge and skills in life insurance, succession planning, advanced sales, and illustration development. He is passionate about simplifying complex ideas and presenting them in a clear and compelling way. He is also committed to empowering and supporting his team, partners, and clients with the best tools and resources. His mission is to help people achieve their financial and estate planning goals and protect their legacy with life insurance. Specialties: Estate Planning Business Planning Life insurance and annuities Trusts Large Case and Family Office