Brian Bessner, CFP®

BUSINESS PHILOSOPHY

My goal is to build strong professional and personal relationships with families 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.

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 Deferred Annuities, 403(b) Plans*
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance*
• Whole Life Insurance

      *Securities offered through representatives of Lincoln Financial Securities, member SIPC

QUALIFICATIONS

• Certified Financial Planner® Practitioner
• Licensed to sell Life & Health Insurance in TX
• Registered Representative of Lincoln Financial Securities
• 2006 New England Financial Rookie of the Year
• 23 Years in Financial Services Industry
• BS Biology, East Central University, Ada, OK

PERSONAL

• Dallas resident for 39 Years
• Family: Wife of 17 years, Betsy and 3 children; Ella, Eva and Charlie
• Hobbies: Photography, Movies, 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)  The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year, they must also adhere to strict ethical standards. They must love helping others with their financial needs and ensuring that they are prepared in the event of a catastrophe. There is a fee to be a member and members must apply.
• Board member of Greater East Dallas Chamber of Commerce
• Member Financial Planning Associaiton of Dallas