Broker Check

Partners

C. Robert Brown, Sr. CLU LUTCF

Partner

  • Chartered Life Underwriter Since 1979
  • LUTCF Since 1984
  • Life & Qualifying Member of Million Dollar Round Table Since 1980, Court of the Table 2005 to present
  • 43 years experience in the financial services industry designing innovative strategies for individuals and business owners in:

Retirement Planning, Succession Planning, Employee Benefits & Personal  Benefit Planning

  • Past Board Member - Life Insurance Foundation for Education
  • 2006 Recipient of the Lester A. Rosen Humanitarian and Achievement Award
  • Robert E. Musto, Insurance Hall of Fame - 2013
  • Memphis Business Magazine - MBQ Power Player Recipient - 2012-2015
  • Past President of the National Association of Insurance & Financial Advisors - 2004 -     2005
  • Past President of the Memphis Association of Life Underwriters  - 1985
  • Past President of the Tennessee Association of Life Underwriters - 1993
  • Registered Representative of Ameritas Investment Corp.
  • Member of:

Memphis & Shelby County Estate Planning Council

Society of Financial Service Professionals

General Agents & Managers Association (GAMA)

Association of Health Insurance Advisors (AHIA)

  • Past Chairman Mayor's Youth Guidance Commission
  • Past Chairman of Generations Inc. Serving Meritan in Memphis, TN
  • Past Board Member of Meritan, Inc. 2006-2010
  • Tennessee Association Insurance Professional of the Year - 2000
  • Memphis Association Hall of Fame - 1999
  • Past Finance & Building Committee Member - Catholic Church of the Resurrection
  • Past President - St. Benedict Athletic Booster Club - Twice Chair of the Chief Fundraiser & Auction
  • Principal's Advisory Committee - St. Benedict Catholic Diocese of Memphis - Bishop's Annual Appeal Contact Committee Chair
  • Tennessee Athletic Administrators, Hall of Fame
  • Served three - three year terms on Union Central's Field Advisory Cabinet Chairman, Union Central Field Advisory Cabinet - 1987-2013

Served as Chairman in 2000 and 2013

  • Hall of Fame - Union Central 2000
  • Registered Representative / Investment Advisor Representative of Ameritas Investment Corp. (AIC).

David M. Brown

Partner

Graduate, Memphis State University
23 years experience working with individuals and business owners, developing creative and innovative solutions to meet their needs. 
Qualified to assist in business planning, including:
Corporate Group Life
Corporate Group Disability
Corporate Group Medical Insurance
Voluntary Employee Benefits
Executive Life Insurance Planning
401(k) and Retirement Planning
Qualified to assist in personal planning, including:
Life Insurance
Disability Income Insurance
College and Retirement Planning
National Sales Achievement Award
Million Dollar Round Table Qualifier
Founder and President of Independent Trucker's Group, Inc. 
ITG, Inc is a professional trade association for independent contract truck drivers.  We currently work with many national trucking companies including:
C.R England
Ozark Motor Lines
National Carriers
J.B. Hunt
Swift Transportation
Member - National Association of Insurance Financial Advisors

Michael Dreve

Partner

  • Oversees all aspects of Sales and Services for new and existing group clients
  • In 2014, with the help of Group Operations, UCL generated more than $31,250,000 in Premium while working with over 250 Clients
        and over 450 group cases
  • Supports 14+ Agents
  • Work Experience - Insurance

        25 years as a Sales Advisor  
        21 years of Specializing in Group Benefits (Medical, Dental, STD, LTD, Life, Vision)

  • Member of the Memphis, Tennessee, and National Association of Insurance and Financial Advisors - NAIFA
  • Insurance Awards  
    Aetna - Significant Contributor Award
    Blue Cross Blue Shield of Tennessee - Top Producer Award
    Guardian - Top Producer Award
    Humana - Leaders Club Award
    United HealthCare Advantage - Gold Producer Level
  • Past Member of the Blue Cross Blue Shield Broker Advisory Panel
  • Past Member of the United HealthCare Broker Advisory Panel
  • Graduate of Life Underwriters Training Council.
  • 1971 Graduate of Memphis State University - Bachelor of Business Administration

Tim Moran, LUTCF


  • 1986 Graduate of Christian Brothers University
  • Past President of Christian Brothers High School Alumni Association
  • National Sales Achievement Award
  • National Quality Award
  • Former Board Member for the Blue Streak Scholarship Fund
  • President of Christian Brothers High School Parent Ambassadors
  • Graduate Life Underwriters Training Council
  • President of Christian Brothers High School Hall of Fame
  • Past President Christian Brothers High School Parent Association 2014-2015
  • Past President of the Memphis Association of Insurance & Financial Advisors
  • Past Legislative Chairman for Memphis Association of Insurance & Financial Advisors
  • Member of Memphis Association of Insurance & Financial Advisors
  • Past President of St. Louis School Men's Club
  • Qualifying and Life Member - Million Dollar Round Table
  • Graduated with Executive Certificate in Financial Planning from Christian Brothers University
  • Qualified to assist in personal planning, including:
        Life Insurance 
        Disability Income Insurance 
       College & Retirement Planning
  • Qualified to assist in business planning, including:
       Corporate Group Life 
       Corporate Group Disability 
       Corporate Group Medical Insurance
       Voluntary Employee Benefits 
       Executive Life Insurance Planning
       401(k) & Retirement Planning 
  • Registered Representative/Investment Advisor Representative of Ameritas Investments Corporation (AIC)