Brent Stubbe

About Brent Stubbe

A financial services executive with 40 years of experience. A graduate from the University of Northern Iowa, earning a BA in Business Management and then obtaining professional designations as a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Fellow Life Management Institute (FLMI) to anchor his knowledge in the industry. Has been recognized by business professionals for extraordinary commitment to integrity, professionalism, and strategic business savviness.

Experience

1. President & CEO

   5s Financial Group, Llc

   Nov 2013 — Present · Raleigh-Durham, NC, US

   5S Financial Group is a boutique, family-owned employee benefits firm, serving clients across the country. With over 65 years of combined experience in the insurance, financial and business services sector, our team is uniquely positioned to guide companies through the intricate world of employee benefits. We leverage our experience and outside-the-box thinking, to bring a fresh perspective to designing health plans and other employee benefits. We take the road less traveled to tailor strategies to lower employer costs and premiums while enhancing the benefits to attract and retain employee talent. Priding ourselves for our communication, integrity, and innovation, 5S Financial Group is your trusted partner to help your business succeed.

Education

• University of Northern Iowa

  BA

  1978 — 1982

Skills

• Underwriting
• Health Insurance
• Series 7
• Insurance
• Retirement Planning
• Life Insurance
• Strategic Planning
• Sales
• Long Term Care Insurance
• Disability Insurance
• Whole Life
• Selling
• Employee Benefits
• Long-Term Care
• Financial Services
• Fixed Annuities
• Estate Planning
• Leadership
• Term Life Insurance
• Marketing
• Hybrids
• Retirement
• Management