top of page
C O M P A S S
S E C U R I T I E S
I N S U R A N C E
Compass Securities Insurance Agency is a full service brokerage general agency supporting our Financial Services Professionals with a complete range of insurance products and services including Life Insurance, Annuities, Disability Insurance and Long Term Care with access to top rated carriers. Now Available for Online Coaching
About
A B O U T
D A V E P E L T Z
Sales, Brokerage Director
As a Brokerage Director at Compass Securities Insurance, Dave works with insurance producers to provide the platforms and products across top carriers which includes Life, Annuities, Long Term Care and Disability Income Insurance.
With over 17 years in the industry, Dave has extensive wholesaling background and experience working with independent advisors, national accounts and high net worth clients.
Our team at Compass specializes in the following areas:
Personal Strategies
Charitable Gifts/Trusts – CRTs/CLTs
Estate Planning
Family Income Protection Plans
Life Insurance Trusts
Long Term Care Insurance Policies
Retirement Planning
Trusts/ILITs/IDITs
Business Planning
Succession Planning
Buy-Sell Agreements
Executive Benefits Planning
Executive 162 Bonus Plans
412(e)(3) Fully Insured Defined Benefit Plans
Long Term Care Insurance Policies
Nonqualified Deferred Compensation Plans
Split Dollar Plans
Contact
For licensing & appointments please contact K R I S T E N C U R L E Y
Licensing & Operations
kcurley@compassfisg.com
4 1 3 5 3 0 5 4 3 6
bottom of page