David Kottler

David-KottlerDavid Kottler J.D. Principal, D.A.K. Strategic Solutions L.L.C.

I have helped clients generate over $10MM of cash and tax benefits in the past 12 months utilizing my “True Value” Life Insurance Review Process. Clients need advocates for their life insurance portfolios to both bring them needed information regarding their rights and values as well as uncovering hidden problems and resolving them. Life insurance is a complicated contract with many nuances most clients and advisors are not aware of. It is gratifying to be in a position to help such clients and enable them to meet their family and legacy goals through my work. My passion is philanthropy. There is a great need for education and guidance for high net worth clients who wish to align their life goals with their hard earned wealth to enable them to understand the “Why” component of their planning. My objectives are to collaborate with clients and my strategic relationships to produce the best results for them, financially, and philanthropically.