2019 Fall Conference Speaker

As a member of the leadership team of First Element Insurance Planners, LLC (FEIP) and BUI*, Brant works to tailor the firms’ resources and services to fit the needs of holistic financial planners. His goal is quite simple: to create and deliver consistent, process-driven methods that make it easy for advisors to engage clients in the area of risk management as a part of the overall planning process. Through the creation of FEIP, Brant spent countless hours conducting field research within the fee-only financial planning community to better understand the challenges associated with insurance and risk management from the perspective of the advisor. Within this framework, Brant was able to identify consistencies in advisor concerns, learn best practices for what advisors want in a partner and ultimately create a platform focused on objectivity, simplicity and, most importantly, client goals and objectives.

Brant has been a part of the FEIP/BUI family for over a decade and currently holds licenses in nearly every state in the country, while maintaining Series 6 and Series 63 FINRA registrations (for the purpose of assisting advisors with evaluating variable insurance plans). Brant has also completed the education, exam, experience and ethics requirements to earn his designation as a CERTIFIED FINANCIAL PLANNER (CFP®) and been quoted in numerous publications, including the U.S. New & World Report, and recently a contributor to “Your Complete Guide to a Successful and Secure Retirement” authored by Larry Swedroe and Kevin Grogan.