Kevin R. Beck, CFP®

Kevin R. Beck, CFP®

Kevin’s primary duties are as a design analyst. In addition he provides case consultation, product due diligence, illustrations support and preparation of presentation materials. He also is available to answer product or carrier questions, or to help advisors with their business in any way he can. He may also be contacted for existing coverage questions and analysis.
A graduate of the Marriott School of Management, at Brigham Young University, with a degree in Finance,Kevinbrings both technical training and an analytical nature to bear in solvingproblems. He has financialplanning expertiseconcentrating on the needs of the wealthy. Kevin has worked as an advanced markets consultant, at the carrier level for one of the largest insurers in North America, at the brokerage level for one of the country’s larger wholesale outlets for insurance products, known for its innovative strategies for key executives, and with a high end advisory firm, with a reputation built on thorough, outside-the-box guidance for business owners and their key employees.
Kevin understands life insurance and is skillful at using carrier illustration software and in building custom analyses in Excel. His insurance capability encompasses business insurance and executive benefits, including guaranteed issue alternatives. In addition, he has practical experience with disability income insurance and long term care insurance and options.
Away from work, for the last five years Kevin has overseen disbursement of a charitable organization’s budget for assistance to the needy with housing and food. He is responsible for meeting those seeking assistance to determine needs, drawing on broader public assistance where applicable, and in directing the needy to resources to help them become more self-reliant.
Kevin has been happily married for more than thirty years. He and his wife have five children, one goofy dog, and seem to be supporting from their garden a sizable den of rabbits, and small herd of deer. He loves reading, a wide variety of music, sports, and horse riding.

Linda Bennett Jeffrey Levy, LACP