About

 

Welcome to the Insurance Pro Blog the premier online resource for personal finance insurance and the use of cash value life insurance as an asset class.  We are specialists on the topic of highly over-funded cash value life insurance as an asset class for your portfolio.  We make use of time tested methods employed by much of Corporate America and large Non-Profits to protect your financial interests and help your portfolio remain market neutral.  We are on a mission to pull back the curtain on this highly coveted strategy and assist both institutional and individual clients design and implement their very own plan.

We also seek to shed light on general personal finance topics, and help you build a stronger plan for the future.  A plan that helps you maximize your total economic benefit given the resources you have at your disposal.  We are sought out consultants all over the country on this topic, and we’d love the opportunity to assist you.

 

Who We are:

 

Brandon T. Roberts, Owner/Editor-in-Chief: The Insurance Pro BlogChief Editor The Insurance Pro Blog

Email star rating

Brandon launched the Insurance Pro Blog in July of 2011 as a project to de-mystify the insurance industry.  As a licensed insurance and financial consultant who found many of the other knowledge resources lacking, it seemed like a good idea to tack a crack at ramping up the internet’s resources on an industry that operates with its very own, and at times seeming counter-intuative, vernacular.

Inspiration was drawn from professional experiences within the industry and countless hours spent developing a deep understanding of policy mechanics to essentially build a better mouse trap.

Professionally, Brandon specializes in the application of life insurance designed to optimize the development of cash surrender value in order to leverage that cash as a low risk asset.  He has spent many years honing his knowledge of all cash value products to ensure maximized efficiency from policy design.  Brandon is also a sought after resource on this subject.

Brandon was born in Northern New England, and he currently calls VT home.  He attended Syracuse University and graduated with a triple major in Economics, Public Administration, and Political Science, and he is currently a matriculated student in the American College of Financial Services.

Extremely active in his spare time, Brandon is an avid cyclist and enjoys planning out hikes up the many Mountains throughout Vermont and New Hampshire.

Brandon is also the owner and general agent of the Salus Agency 

 

Brantley Whitley, Director of Online Marketing/Editor: The Insurance Pro Blog

Email star rating

Brantley has a natural tendency to view things a bit differently than the average life insurance agent.  Having over twelve years in the insurance and financial services business means that he has the background to understand problems and place them in their own unique context.

He recognizes that every person, every family, every business has a unique set of circumstances and that there are no cookie-cutter solutions to solving your financial problems.

Additionally, Brantley has helped other agents and financial professionals with developing solutions for their clients including appropriate life insurance case design, estate planning, retirement income planning and succession planning for closely held and family owned businesses.

Brantley is a native of the middle Georgia area, attended Hampden-Sydney College in Hampden-Sydney, Virginia, an all-male liberal arts school chartered in 1776.  He returned to the middle GA area about 10 years ago and lives there with his beautiful wife Michelle and their five young boys.

He considers among his most important objectives to help you feel comfortable that you are making and informed and educated decision.  There will never be any pressure and Brantley is always willing to take the time to give you all the information you need to help you feel like you are making the best decision for your situation.

 

We thank you for taking the time to stop by the Insurance Pro Blog, and invite you to contact us if you’d like any additional information.