Working with our other financial professionals to make sure our clients have the appropriate levels of life, health and disability insurance is Ray’s responsibility as our Director of Insurance Operations. Helping clients have the right amount of insurance for financial and estate planning is an excellent example of how we look out for all aspects of our clients’ financial well-being.
Ray also helps review and select individual insurance plans, and underwrite policies. He serves as our general agent, monitoring trends in the insurance industry and maintaining strong relationships with insurance companies. Ray also stays abreast of changes in tax law related to insurance.
With more than 30 years experience in the insurance industry, Ray is equipped to address insurance issues for every personal and business need, including estate liquidity, family insurance planning, retirement planning, and non-qualified executive benefits and group insurance plans.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Cozad Asset Management, Inc. Cozad Asset Management is independently owned and operated. If you wish to initiate a securities transaction, please contact Cozad Asset Management, Inc. to discuss your transaction. Please do not leave instructions on voicemail or send via email or fax, as those instructions cannot be honored on a timely basis.