Bryan Haas, Senior Case Designer
Bryan Haas joined CFG as a Senior Case Designer in 2022, having established himself as a trusted partner for top financial professionals seeking advanced life insurance case design solutions for their high-net-worth clients and businesses. His extensive knowledge and expertise in the field of life insurance allows him to provide tailored solutions that meet the unique needs of each client. He currently holds his FINRA Series 7 and SIE registrations, as well as his Life, Accident, and Health license.
Before joining CFG, Bryan spent 10 years working in life insurance case design at Ash Brokerage in Fort Wayne, Indiana, eventually being promoted to the Director of Advanced Case Design. Bryan worked directly with some of the top advisors across the country, earning a reputation for delivering exceptional results. Bryan has also held a sales position at Northwestern Mutual.
“Ultra-affluent clients have sophisticated needs that require in-depth knowledge and skill to address, with committed servicing to ensure their plans have ongoing execution. I enjoy being part of such an elite team of professionals at CFG where together we continually deliver on our client’s customized needs.”
Originally from Indianapolis, Bryan still resides in Indiana with his wife Tori, sons Samuel & Caleb, daughters Rilynn and Josie, and their Bernese mountain dog, Kalvin. In the summer, Bryan likes to spend time with his family at a nearby rock query beach for a good hike or swim. Bryan also enjoys traveling, cheering on the Colts and Pacers, and being a yearly attendee of the Indy 500.
Bryan studied Economics at Indiana University Indianapolis as well as Purdue University Fort Wayne.