Jeffrey S. Adler CLU
Jeffrey formed Executive Capital Resources in 2002 and brings 30 years of experience as a highly creative, service intensive, risk management advisor.
Jeffrey provides Clients and Advisors with dedication, enthusiasm and trust. Offering experience and insights. Understanding business and personal challenges. Acting quickly, yet thoughtfully, in achieving results.
He previously managed the life insurance practice at one of the largest financial services and insurance brokerage firms in the Midwest. Jeffrey is an active member of the Association for Advanced Life Underwriting, a life and qualifying member of the Million Dollar Round Table, and a regular industry speaker and author of professional articles on life insurance planning techniques.
Jeffrey is a graduate of the University of Wisconsin, and a Chartered Life Underwriter (CLU). He is a founding board member of Supporting the Spirit Foundation.