A 2000 graduate of the University of Kentucky with a Bachelor’s degree in Business Administration, Zach uses this background to help individuals and business clients plan their financial future. Zach holds licenses in Life & Health as well as being Series 6 and 63 licensed. These allow him to sell Mutual Funds, Variable Life and Annuity products, which give clients the opportunity to use these products to save for financial success.
Over the past 10 years, Zach has helped business owners sort through the array of health insurance, life insurance, disability insurance, long-term care, and retirement plans that are available to businesses. Zach assists in finding a plan that fits the needs and budget of the business.
For the past four years, Zach has served in multiple roles on the board of directors for the Greater Louisville Association of Health Underwriters. In June of 2011 he will become President for the upcoming year.
M. Christopher Zinser, LUTCF, CRC
Chris Zinser has more than 34 years experience in the fields of insurance and financial services. In 1976, Chris joined The Prudential Insurance Company as a sales representative and quickly became a national leader in sales. Chris qualified for every sales achievement award offered by Prudential, including the prestigious Million Dollar Roundtable — an independent association of life insurance agents, each of whom must annually meet stringent ethical and production requirements for quality. Only the top one percent of all insurance agents throughout the world meets these requirements.
Realizing that no one company can be all things to all clients, Chris became an insurance broker in 1984. As a broker, he has been able to offer the products and services of many insurance carriers to his clients, based on their individual needs.
Chris has published in national trade journals, such as the Life Association News, and has penned articles for local business publications. He is frequently requested as a speaker and has adressed numerous industry meetings. Chris is a member of the National Association of Health Underwriters, Kentucky Association of Health Underwriters, Greater Louisville Association of Health Underwriters and has served on the Board of Directors for the Louisville Association of Underwriters. He is a graduate of the Life Underwriters’ Training Council’s series of courses, holding the prestigious LUTCF designation and has compiled certification in classes on employee benefits, pension and estate planning. He is a graduate of Spalding University in Louisville, Kentucky.
Brandi Tabeling, Senior Account Manager
As Senior Account Manager, Brandi works closely with our business clients to help them get the most from their employee benefit program. Brandi’s responsiblities include acting as liason between clients and providers to resolve claims, billing and other concerns; answering specific benefit questions; and assisting in the enrollment process. Brandi is licensed to sell health insurance and ancillary products.
Marcia Zinser, Operations Manager
Since 1989, Marcia has managed the ZBS office. She has worked in various customer support positions, including the Louisville branch of the IRS and a local financial institution. Marcia is also licensed in Kentucky to sell health insurance, and can help individuals obtain medial and dental coverage.
Securities offered through Silver Oak Securities Inc., 3339 N. Highland Ave., Jackson, TN 38305, (731)668-3825; Member FINRA/SIPC