David J. Klein, CFP

David J. Klein, CFP

Mr. Klein is an Expert in the Life Insurance Industry. He is currently a Regional Director for a National Brokerage Agency responsible for promotion of Life Insurance products in several Broker Dealers that includes Wells Fargo, Raymond James and Stifel Nicolaus, as well as with independent Insurance Agents. David is actively involved in recruiting Independent Financial advisors and Insurance Agents. He conducts Point of Sale meetings, as well as educational seminars and workshops for both client and producer goups. David provides sales assistance to advisors and agents and leverages in-depth product knowledge and sales leadership expertise to establish strong relationships throughout the U.S. Mr. Klein is a CFP^® Certificant and has a BS from the University of Florida. Mr. Klein is a technical editor of The Dalton Review for the CFP^® Certification Examination.