Brandon Dirkschneider
CFP®, CAP®, CLTC® & FSC
- Role
- Strategic Partner, Bch Concierge at Brokers Clearing House, Llc
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Brandon Dirkschneider
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 18•••••••01 Insurance Design Management is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. “Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements Third party posts do not reflect the views of ValMark Securities, Inc, Valmark Advisers, Inc. and Insurance Design Management and have not been approved prior to posting.
Experience
Strategic Partner, Bch Concierge
Jan 2015 — Present · Omaha, NE
I serve as the BCH Concierge and Strategic Partner - As a CFP and life insurance expert, I am able to provide case design strategies for financial advisors, and our team at BCH offloads all of the work. Whether your client needs a simple term insurance policy or a complex wealth protection strategy, l can be there every step of the way – From meeting with the client and designing the solution, to working with underwriting and seeing the case through to the finish. BCH Concierge allows financial advisors and insurance agents to: Enhance and diversify service offerings to clients without added workload Increase revenues by providing solutions clients already need Reduce the need for clients to go elsewhere for life insurance Eliminate uncomfortable conversations that sometimes come with life insurance sales Strengthen client loyalty and the ability to be referred to others Ensure clients always receive objective, independent, and customized solutions BCH Concierge is designed for agents and advisors who know life insurance is right for their clients, but see the value in bringing an expert to the table.
Education
University of Nebraska-Lincoln
B.S., Business Administration
1995 — 1999
Midland University
Business Administration
1994 — 1995
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