Timothy (Tim) J. O'Brien, CLU
+1 770.955.5630 / firstname.lastname@example.org
With 35 years of professional experience, Tim excels in executive planning for highly compensated individuals – specializing in the implementation and continuation of excess plans while maintaining relationships with top disability insurance (DI) producers and carriers; ensuring a choice of solutions for individual and business clients.
In June 1998 – after 17 years with The Principal Financial Group as brokerage manager in both their Memphis, TN and Atlanta, GA offices – Tim formed T. J. O’Brien & Associates, Inc. and became a member firm of The Plus Group, Inc.® – America’s Premier Disability Insurance Marketing Organization. His firm has grown into one of the top full service, independent brokerage general agencies in the region – specializing in the sale of disability income insurance, business overhead expense, disability buy-sell, key person disability, disability retirement security and business loan protection disability. With a focus on small to medium-sized businesses and their owners/highly compensated executives, Tim is responsible for education/training, case design, overseeing insurance products, conducting sales calls with producers, updating product information/current status of pending business, advising producers and running a business.
Brett O'Brien, DIA
+1 770.955.5630 / email@example.com
Brett joined T. J. O’Brien & Associates, Inc. in June, 2011 after managing a bar & restaurant for the prior year. He graduated from Clemson University in the fall of 2009 with his B.S. degree in Architecture and obtained his Life, Accident & Sickness insurance license in the spring of 2011. Since joining his father’s firm, Brett has thrown himself completely into his chosen career, spending countless hours in training both locally as well as in various home offices. Additionally, Brett has completed the testing requirements to obtain his Disability Income Associate (DIA) designation through the National Association of Health Underwriters (NAHU). Recently named a Top Advisor Under 40 by the Atlanta Association of Insurance and Financial Advisors (NAIFA), Brett’s responsibilities include growing market share in both the Atlanta metro area as well as the southeastern United States..
Quality Service and Total Support
We’re known for the quality of our service. The T.J. O’Brien & Associates, Inc. brokerage team is comprised of sales professionals with more than 100 years of disability insurance experience.
This means you’ll get the absolute best in sales support, including same-day illustrations, products information and the current status of pending business.
We Make You Look Good
We offer the best in Non-Can and Guaranteed Renewable disability-income protection. T.J. O’Brien & Associates, Inc. maintains relationships with most of the top Disability Insurance Carriers, so you will always have a choice of solutions for your individual and business clients. Be it White Collar, Blue Collar, Doctor or Contractor, we have access to products designed specifically for that individual or company.
Offering Complete Support
We shop every case before we send you a proposal so that you are competitive in every situation. Our experienced field and home office underwriting teams have a “whatever it takes” approach to issuing cases quickly. Our time frame for the complete underwriting process is the envy of the industry.
What We Do Best
T.J. O’Brien & Associates, Inc. provides training, marketing support and administrative backroom services for Disability Insurance Products to Agents, Brokers, Financial Planners and Marketing Partners. Our commitment is to provide superior service in every product, service and program we offer.