Since 1978, I have been fortunate to have enjoyed a career in an industry I truly love.  I can personally attest for the old saying that if you find a job that you truly love, you will never again have to work a day in your life.  

My first ten years in the insurance/benefits industry was spent as a Product Design Actuary for some of America's best know and respected insurance carriers:  Provident, Protective Life and Accident and, eventually, with Tillinghast and Butt - then the nation's largest actuarial consultant firm.

Traveling nationwide (and abroad), I still did not lose my small town southern roots.  In 1984, I returned home to Birmingham and did what actuaries NEVER do...I went into SALES (there may be a grand total of five of us nationwide).

Since then, I have acquired two brokerage agencies which support agents and brokers in 27 states.  It operates under the name Brokerhouse Insurance.

Transition Planning, LLC is the in-house, boutique retail sales component of my organization.  I feel my actuarial, sales, operational and managerial experience uniquely qualifies me to assist Human Resource and Benefit department managers in addressing the more complex benefit issues that companies face. 

At Transition Planning, LLC we offer a "No cost, No Obligation, Hassle-Free" guarantee.  We hope you'll give us a call.