Our Team
Ben Mohr
Brian Clark
Brian Clark
As a busy advisor, you're probably more interested in what I can do to help your business grow than my resume and life story. In essence, I'm an advisor too. I've spent countless hours across the table
from prospects, explaining various retirement strategies. I've experimented with various marketing methods, from email campaigns and postc
As a busy advisor, you're probably more interested in what I can do to help your business grow than my resume and life story. In essence, I'm an advisor too. I've spent countless hours across the table
from prospects, explaining various retirement strategies. I've experimented with various marketing methods, from email campaigns and postcards to radio advertising, and yes, even those infamous dinner seminars.
Over the past three decades, I've successfully sold millions in annuities, life insurance, and IUL tax-free retirement plans. However, around 15 years ago, I found myself on the brink of burnout, tired of the relentless search for new prospects and the never-ending requests for referrals. Finally, I decided to go back to the drawing board, and what I discovered completely transformed my career.
I realized that there was a significant portion of each client's portfolio that had been entirely overlooked. This revelation led to a simple shift in my approach, and my business skyrocketed. I no longer needed to grind for new leads or ask for referrals. What's even better is that I face virtually zero competition because my strategy and message are entirely distinct from what everyone else in the industry is marketing.
My secret to success is now available to you. Moreover, I'm actively seeking like-minded advisors who share the same hunger and determination. For those select few, I offer my most valuable assets: my time and experience. I mentor advisors individually, providing them with the insights and knowledge they need to create a successful marketing and business plan with real, tangible results.
I look forward to the opportunity to speak with you and help you chart your path to future success.
CA License #: 0F93677
Brian Clark
Brian Clark
Brian Clark
For more than two decades, Brian has been a guiding force for agents and advisors, helping them refine and expand their practices. With a background as an aerospace engineer, he blends technical prowess, sharp analytical insight, and practical experience, offering a unique set of skills. His unwavering commitment to responsiveness and met
For more than two decades, Brian has been a guiding force for agents and advisors, helping them refine and expand their practices. With a background as an aerospace engineer, he blends technical prowess, sharp analytical insight, and practical experience, offering a unique set of skills. His unwavering commitment to responsiveness and meticulous attention to detail distinguishes him, consistently delivering substantial value to every partnership.
Brian proudly holds the Chartered Retirement Planning CounselorSM designation from The College for Financial Planning® and embodies a clear guiding principle as a financial expert: prioritize the client's needs in every aspect, and success will naturally follow.
Over the past decade, Brian has focused on alternative investments and strategies, recognizing the value they can bring to investment portfolios through their non-correlation to primary markets. He was particularly drawn to life settlement investments, seeing them as the epitome of what investors seek when diversifying their asset allocation. As a Business Development Specialist with Life Advisor Solution, Brian educates, recruits, and trains agents and advisors in offering life settlement investments to their financially qualified California clients. This empowers agents to add significant new revenues to their practices while assisting clients in achieving true diversification in their portfolios.
Brian is a UCLA alumnus with a Bachelor of Science in Mechanical Engineering, and he's showcased leadership at esteemed organizations including Boeing, ING (Voya), AXA, and Nationwide Financial. He has contributed to California Broker Magazine and serves as a Certified Continuing Education instructor for the California Department of Insurance, imparting knowledge on life settlement investing to fellow advisors.
Beyond his professional pursuits, Brian's passions include golf, hiking, and the underwater world of SCUBA diving. Together with his wife Gina, of 23 years, they delight in the pleasures of travel and culinary exploration.
CA License #: 0D02647