About the people who can optimise your wealth.

Small but mighty.

David Kottler

J.D. Principal, D.A.K. Strategic Solutions L.L.C.

In 1995, David changed careers and became a financial planner, where he was able to pursue his lifelong goal of helping business owners and families effectively transfer wealth and make an impact through philanthropy. Today, through his company, The Life Insurance Doctor™

David Kottler

David 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.

Geoffrey Gottesman

Managing Director at Genesis Asset Advisors

Geoff is the Managing Director at Genesis Asset Advisors, one of the most recognized life settlement brokerages. Geoff is responsible to ensure that the best opportunity is procured on every case brought to market and uses his extensive leveraging strategies to assure that goal is accomplished.

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Geoffrey Gottesman

Managing Director at Genesis Asset Advisors

Geoff is the Managing Director at Genesis Asset Advisors, one of the most recognized life settlement brokerages. Geoff is responsible to ensure that the best opportunity is procured on every case brought to market and uses his extensive leveraging strategies to assure that goal is accomplished.

Through his knowledge of market capital, his outside the box approach and stellar reputations with fund managers, Geoff has been able to obtain offers and close some of the most difficult cases in the industry.  With over $4 billion of life insurance brought to market, Geoff and Genesis continue to bring awareness to policy owners and their team of advisers about the benefits the life settlement market can present.

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