Speaking Engagements - The Life Insurance Doctor
Speaking Engagements - The Life Insurance Doctor
The Best Kept Money Secret in your Insurance Policy - Advisors

Speaking the Truth

David Kottler, The Life insurance Doctor, shares how to provide cash, cash savings, and tax savings to your clients through their existing life insurance policies.

Financial advisors such as CPAs, attorneys, accountants, etc.. will gain valuable insight into how their clients can get the most out of their policy and find more money to fund their retirement, go on vacation, care for a loved one, and more!

Why should you hire The Life Insurance Doctor to speak at your next event?

  • He’ll show you how you can help clients discover money NOW for vacations, charitable giving, caring for loved ones, and more.
  • Hear from a trusted advisor whose industry experience will empower and inspire you to take action.
  • Learn how to help your clients maximize their life insurance benefits.
  • Gain an understanding of industry secrets from a seasoned professional who has helped hundreds of individuals achieve their dreams!
Contact us - David Kottler

Don’t Take Our Word For It – What our Clients have to Say!

I wanted to let you know, I used Kottler for a very complex estate planning case and he was truly amazing. He is the best I have ever worked with, creative and great resources. Every client over 70 is an opportunity to sell an unnecessary policy or restructure stale plans.

Gary Shamis, CPA, M. Acc. Senior Managing Director and Founder, SS&G, Inc. – CPAs and Advisers

David has been a trusted advisor for the insurance and estate planning needs of our executives for the past two decades. We value his experience and knowledge. In the past several years, David has identified solutions with beneficial financial and tax planning results which we have utilized.

Mark Wester, Senior VP and CFO, Waxman Industries, Inc.

David Kottler is a passionate, genuine, and caring person who would do almost anything to help another human in need of help that his skill set and abilities have allowed him to be able to do in this life When it comes to Jewish philanthropy and or the Hebrew word (tzedakah), I would recommend David. (From: Current board member with the Cleveland Hillel in Cleveland, Ohio, and the corporate executive leadership committee with Hattie Larlham and co-owner of Majestic Steel USA, Inc.)

Jonathan Adam Leebow, Majestic Steel USA

I have known David for over ten years. We have collaborated on various projects with an emphasis on helping local charities through advanced planning techniques. His education, as well as being an attorney and a seasoned businessman, helps make complicated matters easy to understand. I have seen David utilize his “outside the box” thinking to resolve a potential or existing problem for clients. In some cases, the client was not even aware they had a problem. I highly recommend him.

Nobby Lewandowski - CPA, MBA, Philanthropist, Author, Speaker

David’s unique ability is his honesty, integrity, and negotiating skills. I believe he is one of the best negotiators and also has the characteristics of determination and persistence. He gets things done and shows great intelligence for the financial and insurance business.

Mel Waxman, Business Owner and Philanthropist