David William Brown, CLU, CH.F.C.

Focus Sessions

David William Brown, CLU, CH.F.C., is a 39-year MDRT member with 30 Top of the Table qualifications from Toronto, Ontario, Canada. Currently a partner at Al G. Brown and Associates, he has been involved in the life insurance and financial planning industry since 1974. He is on the editorial advisory board of Advisor’s Edge magazine and is a regular columnist as well. He has spoken at two previous Annual Meetings.

My Trip to the Top

Language: English

Brown outlines how his firm, which was founded 75 years ago, evolved from a single agent with one support person to a multidisciplinary firm with two agents and 15 support people. He discusses the structure he has maintained with his staff as well as the methods he has used to maintain a 99% client persistency rate. Additionally, he shares how he developed and implemented his succession plan, which includes both family and nonfamily members.