Broker Check

Partners

C. Robert Brown, Sr. CLU LUTCF

Partner

901-758-1500 x116

[email protected]

 

  • 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

901-496-0668

[email protected]

  • 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

Tim Moran, LUTCF
 

Partner

901-758-1500 x125

[email protected]

  • 1986 Graduate of Christian Brothers University
  • Christian Brothers High School Board of Trustees
  • National Sales Achievement Award
  • National Quality Award
  • Past Board Member for the Blue Streak Scholarship Fund
  • Past President of Christian Brothers High School Alumni Association
  • Graduate Life Underwriters Training Council
  • Past President of Christian Brothers High School Hall of Fame
  • Past President of Christian Brothers High School Parent Ambassadors
  • Past President Christian Brothers High School Parent Association
  • Past President of the Memphis Association of Insurance & Financial Advisors
  • Past Legislative Chairman for Memphis Association of lnsurance & Financial Advisors
  • NAIFA TN Insurance and Financial Advisors Political Action Committee (IF APAC) Board
  • 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 (Ameritas Investment Corporation (AIC)

Michael Dreve

Partner

901-758-1500 x106

[email protected]

  • 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