Brian Bessner, CFP®

BUSINESS PHILOSOPHY

My goal is to build strong professional and personal relationships with families, executives, and business owners in order to help them pursue their financial freedom. I feel strongly that I have the knowledge, experience, and commitment to help people plan for the future they envision for themselves. 

PRODUCTS AND SERVICES    

• Fixed and Variable Annuities
• Charitable Giving Strategies
• Disability Income Insurance
• Estate Conservation Strategies
• Education Funding Strategies
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Lump Sum Pension Distribution
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Mutual Funds
• Tax Sheltered Annuities, 403(b) Plans
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Whole Life Insurance
• Employee Benefits including Group Health and Retirement Plans

QUALIFICATIONS

• CERTIFIED FINANCIAL PLANNER^TM Practitioner
• Licensed to sell Life & Health Insurance in TX
• Registered Representative of Osaic Wealth, Inc.
• 2006 New England Financial Rookie of the Year
• 27 Years in Financial Services Industry
• BS Biology, East Central University, Ada, OK

PERSONAL

• Dallas resident for 44 Years
• Family: Wife of 22 years, Betsy and 3 children; Ella, Eva and Charlie
• Hobbies: Photography, Fishing, Golf

ORGANIZATIONS

• Member of St. Thomas Aquinas Catholic Church
• Member Knights of Columbus Charity Organization
• Past President and current Member of Exchange Club of East Dallas
• Member National Association of Insurance and Financial Advisors-NAIFA- Dallas
• Million Dollar Round Table (MDRT) *Qualifying membership in MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.
• Board member of Greater East Dallas Chamber of Commerce
• Member of the Financial Planning Association