Clark Consulting, LLC, Makes Key Executive Promotions and Additions to its Leadership Team

Share Article

Clark Consulting, LLC, a leader in the fields of executive benefits and business-owned life insurance (COLI and BOLI), has made the following promotions: Anthony Laudato, as Senior Vice President of Product & Services and Chief Product Officer; Brian Katz, as Senior Vice President of Market Strategy & Development and Chief Marketing Officer.

Kurt Laning, President, Clark Consulting, LLC

Our clients have challenged the leadership team and all Clark Consulting employees to innovate and continuously improve services, and I am very proud to say our employees have responded so well that many have earned well deserved promotions.

Clark Consulting, LLC today announced key additions to its executive team and a total of 26 promotions as it reasserts its leadership position in the executive benefit and liability funding marketplace.

Kurt Laning, President of Clark Consulting, will be joined on the executive team by Anthony Laudato, promoted to the position of Senior Vice President of Product & Services and Chief Product Officer; and Brian Katz, promoted to Senior Vice President of Market Strategy & Development and Chief Marketing Officer.

Existing members of the executive team include Christi Crump, Senior Vice President, Chief Operations Officer; Ed Dunn, Senior Vice President, Client Services Group; Michael Goldstein, Senior Vice President and National Director Strategic Development; and Mike Schaefer, Senior Vice President, Sales.

“This is the right team to provide the vision and leadership necessary to navigate a constantly evolving marketplace,” said Mr. Laning.

Mr. Laudato has lead initiatives to develop new products and services, including the company’s proprietary reports on insurance carriers, and the new R (superscript) 3 executive benefit programs designed for corporations.

Mr. Katz has built a new market strategy and development department, introduced and overseen an enterprise level business planning process, led a new channel development initiative and several strategic marketing programs designed to deliver Clark Consulting’s brand promise to its core clients while expanding into new markets.

Clark Consulting is a leader in the fields of executive benefit design and the informal funding of benefit plans through bank-owned life insurance (BOLI) and corporate-owned life insurance (COLI). Clark Consulting maintains a network of more than 30 skilled independent consultants who work with corporations and banks to create and informally fund nonqualified executive benefit plans.

Among the other promotions, Rob Kaufman was named Vice President, Legal and Technical Resource Group. Mr. Kaufman has been with Clark Consulting for over seven years and received his J.D., magna cum laude, from the Duke University School of Law. The Technical Resource Group provides technical consulting services to Clark Consulting’s clients and their advisors regarding nonqualified executive benefit plans and also provides periodic updates on legislative and regulatory developments, industry issues and trends.

“In a company of a little more than 340 people, nearly eight percent have been promoted this year,” Mr. Laning said. “Certainly, this demonstrates that Clark Consulting is a great place to work and offers upward mobility to talented professionals.”

“This also means our people are stepping up to do the job at hand,” Mr. Laning said. “Our clients have challenged the leadership team and all Clark Consulting employees to innovate and continuously improve services, and I am very proud to say our employees have responded so well that many have earned well deserved promotions.”

About Clark Consulting, LLC:
Clark Consulting, LLC, headquartered in Dallas, is an AEGON company. AEGON N.V. is an international life insurance, pension and investment group based in The Hague, The Netherlands, with businesses in over twenty markets in the Americas, Europe and Asia.

Clark Consulting is a leading source of strategic financing solutions such as bank-owned life insurance (BOLI) and corporate-owned life insurance (COLI) for inefficiently funded and unfunded liabilities that result from executive and employee benefit programs.

Since 1967, Clark Consulting has helped place thousands of benefit plans and serves as the record keeper for billions in assets for leading American corporations and banks.

Securities products and services are offered through Clark Securities, Inc., DBA CCFS, Inc., in Texas: 2100 Ross Avenue, Suite 2200, Dallas, TX 75201-7906. Phone: 800.999.3125. Member FINRA and SIPC.
Media Contact: 214 661 9852

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Robert Frump

214-661-9852
Email >
Visit website