Byron Allen

President @American Life Financial

Mesa, AZ, US
EMAILS
b••••••••@americanlifefinancial.com
MOBILE NUMBERS
+14•••••••57

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WORK HISTORY

Jan 2007 — Present

President @American Life Financial

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The real estate lending arm of American Savings Life Insurance Co. A mortgage bank created for the purpose of growing ASL’s real estate lending business.

EDUCATION

N/A

Wharton Executive Education

LIMRA and LOMA Strategic Leadership Experience Program, Business

1995 — 1997

Arizona State University

BS, Accountancy

2001 — 2003

W. P. Carey School of Business – Arizona State University

MBA

SKILLS

Estate PlanningRetirementStrategic Financial PlanningCommercial Real EstateFinancial PlanningMortgage LendingRisk ManagementInvestmentsSmall BusinessMortgage BankingFinancial PlannersUnderwritingInsuranceFinancial AdvisoryGermanPrivate MoneyFixed AnnuitiesFluent in GermanReal EstateReal Estate FinancingLoansBusiness StrategizingLife InsuranceRetirement PlanningBusiness StrategyFinancial Analysis

ABOUT BYRON ALLEN

PROFESSIONAL EXPERIENCE:OUTSIDE AMERICAN SAVINGS LIFE INS CO / AMERICAN LIFE FINANCIAL* MBA from Arizona State University - 2003* Board Chair and Board Member of The Life Insurers Council * President and Board Member of Arizona Private Lender Association* Board of Directors/Treasurer for NAIFA- Scottsdale (National Assoc. of Insurance & Financial Advisors)* Membership Chair of The National Alliance of Life CompanaiesCAREER HIGHLIGHTS AT AMERICAN SAVINGS LIFE INS CO / AMERICAN LIFE FINANCIAL CORP.* Expanded our lending area from one state to nationwide.* Have grown Commercial Loan Portfolio over 1,500% since becoming president.* Have grown Total Assets over 800% since becoming president.* Developed a loan participation program offering other life insurance companies the ability to participate in our LifeCo bridge commercial mortgage loans.* Created a mortgage bank subsidiary company and am the Responsible Individual / licensee.* Created our trademark name \"Not So Hard Money\" for our lending program from 2006 to 2021.* Developed deferred and immediate annuity products, successfully brought them to market, becoming our largest product line.Specialties:* Life insurance and mortgage bank company administration & compliance * Strong analysis skills for both GAAP and Statutory (SSAP) financial statements* Life Ins, & Annuity product development, filing & compliance* Commercial real estate lending; underwriting and administration

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