Steve C. Burgess

CA license 0831030

I have held a Life Insurance license in CA since 1991. Since that time I have been involved in every aspect of the marketing, sale, and underwriting of life insurance. I built an insurance agency from scratch into 37 agents over 6 ½ years. I have held the titles Sales Manager, Associate Regional Director and Regional Director for a major life insurance carrier (Penn Mutual Life). I am CEO of National Wealth Institute, a life insurance brokerage, processing over 200 life insurance applications per year.

I have won numerous sales awards from insurance carriers. I have received the Bronze Award and the Silver Award from GAMA International. I have personally qualified for the Million Dollar Round Table. I am a member of the National Association of Insurance and Financial Advisors. I am a 3-time Board Member of the Scripps Hospital Gift Planning Board. I am licensed in CA, AZ, NV, IL and CT. I also hold Series 7, 63 and 24 licenses.

During my career I have dealt with hundreds and hundreds of life insurance sales, concepts, clients and problems. I have never had a complaint filed against me nor my corporation. I am an expert in life insurance.

Where I would help you:
Misrepresentation
Fraud
Death Claims
Suitability
Sales Practices
Schemes
Collecting Death Benefits
Advanced Life Insurance Concepts:
Life Insurance in Pensions
412i Plans
Life insurance in Trusts
419 Plans
Life Settlements
Premium Financing
Life Insurance in Corporations
Life Insurance in Charities

1991 - 1995 Agent, Allmerica Financial

1995 - present Sales Manager, Regional Director and Associate Regional Director, Penn Mutual Life Insurance Co.

2003 - present CEO National Wealth Institute