Jeffrey Klappholz, CLU®
Case Development Manager
Expertise: Illustrations: Non-Qualified Executive Benefit Plans, Business Planning, Estate Planning, Long Term Planning, Inforce Illustrations. Product Knowledge, Illustration Systems
Jeffrey is the Case Development Manager at the Business Resource Center for Advanced Markets (BRC) at the Guardian Life Insurance Company of America, and assists Guardian Financial Representatives and insurance agents with their advanced planning cases. Jeffrey generates advanced planning presentations and illustrations using Guardian’s propriety software, the Guardian Proposal System, and is available to discuss these presentations. Jeffrey has helped develop and test these Presentations and provided training materials.
Prior to working in the BRC, Jeffrey worked in the Competition Department, Executive Benefits Department and Advanced Planning and Professional Services. Prior to joining Guardian, Jeffrey worked in the Home Office of various life insurance companies.