What We Do
Financial advisors have become more and more focused on managing assets rather than insurance planning. Why? Well, for many reasons.
- Insurance planning takes time, a lot of time.
- Life insurance products and riders are more complex than ever before.
- Finding a good resource to support you through the process is tough.
Whatever the reason, the result is that clients’ insurance needs are not being met the way they used to be. That’s where we come in. Protection planning is such an important part of a complete wealth management strategy that we decided to start helping advisors fill that gap.
How We Do It
We help you meet your clients’ insurance needs Knowing your client well is key to the successful execution of any plan. We take the time to get to know your client so we can help you deliver the right plan. We provide you with point-of-sale support We partner with you from start to finish in the planning process. Our advanced planning experience is what sets us apart. We deliver ease of doing business We are your go-to resource from case design to applications and underwriting.
Who We Are
Brian Laubacker is a veteran Insurance Brokerage Manager and financial services professional who partners with financial advisors in the areas of personal protection, business planning, and wealth transfer. After spending more than 26 years working in the protection planning and life wholesaling space, Brian specializes in designing customized solutions that meet the challenges of individuals and businesses alike. Before joining the Lifebridge team, Brian held multiple executive management roles including most recently Vice President of Prudential/Hartford Life Insurance Company. When he’s not at work, Brain enjoys various outdoor activities and spending time with his wife and children. Brian holds his series 6, 7, 26, 63 and 65 securities registrations along with licenses in life and health insurance. He also has his Certified Wealth Strategist (CWS®) designation and is an Accredited Investment Fiduciary (AIF®). He is a Financial Advisor with securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC and advisory services offered through Cetera Investment Advisers LLC.
Danny is passionate about adding value to the people he interacts with, especially his clients. As a team member, he works with clients in building out a comprehensive financial plan. Danny’s background in Business and Chemistry allows him the opportunity to best match people with solutions. His work with advisors helps grow his passion to educate all of his clients on their financial choices. Danny is the oldest of 9 children and his ‘big brother’ sense of protection carries over to all of his business practices.
Patty Enloe is an experienced Insurance Specialist who assists advisors with product and carrier selection. She also provides support for in-force policy assessment and illustration design. Prior to joining Lifebridge, Patty has held various roles throughout her more than 15-year career in the financial and insurance industry including for companies such as Hartford, Prudential, Guardian, and Phoenix. She holds licenses in life and health insurance and is a Registered Representative with securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC.