AgencyONE is a boutique life insurance brokerage general agency that believes remarkable service and relationships, that transcend business, create lasting success. While we specialize in high-net worth underwriting advocacy, advanced planning and product proficiency, what we really do is work hard every day to make our AgencyONE 100 Producers successful and happy.
A strong collaborative culture, financial and medical underwriting advocacy, advanced planning expertise, product intelligence and industry relationships define AgencyONE’s value proposition.
Our partners, Ed Leisher, CLU, founder of The Potomac Group and former past president of Forum 400, Dennis Bartos, PA, Gonzalo Garcia, CLU, and Cathy Neifeld, JD, have 100+ years of collective insurance experience with meaningful relationships at the most senior levels of the insurance and reinsurance communities. With access to over 30 of the leading insurance companies in the country, our understanding of product pricing and design, combined with the ability to incorporate these products into planning strategies, result in the successful implementation and placement of large (and not-so-large) life insurance policies. We also has access to a plethora of specialty insurance brokers and other resources that provide valuable solutions to our AgencyONE 100 Producer’s clients and prospects.
Dennis, an underwriting rock star, is the CEO for AgencyONE’s underwriting operations and an industry leader in the special handling of high profile clients. Dennis has over 30 years of life brokerage experience and is a frequently requested speaker at industry events. His expertise in managing insurance capacity has resulted in the successful placement of billions of dollars of life insurance for the benefit of high net worth families both in the U.S. and internationally. Former clients include artists, actors, athletes and nationally recognized families. Dennis has negotiated challenging cases with the discretion required by these well-known individuals. Dennis’ experienced underwriting team includes Jessica Caracofe, RN, VP Underwriting, and a former clinical surgical/medical unit nurse, and Linda Alexander, MD. Dr. Alexander, our consulting medical director, is Board Certified in both insurance medicine and geriatrics. Dr. Alexander was the Chief Medical Director for Lincoln Financial Group.
Our strong relationships with worldwide reinsurers, home office underwriters and medical directors assures our AgencyONE 100 Producers the very best in underwriting expertise and advocacy.
Gonzalo heads our advanced planning department. Cathy Neifeld, JD, former corporate attorney and litigator, works closely with Gonzalo in delivering advanced planning solutions. Our strategic relationships with some of the best estate and business planning attorneys in the country as well as home office advanced markets staffs give our AgencyONE 100 Producers a serious competitive advantage. Our advanced planning expertise and relationships have resulted in the implementation of some unique estate and business planning strategies for the transfer of significant wealth for multiple generations.