People you’ll actually work with.
Two principals who answer the phone, backed by Valmark Financial Group’s specialists in underwriting, advanced markets, life settlements, new business and in-force service.
The principals.
Seth Freeman
CFP®, CLTC, LTCPSeth has been part of AdvisorServe since its inception and is instrumental when it comes to designing illustrations for life insurance, long term care, and disability. He also specializes in policy audits and evaluating current life insurance coverage.
He received a B.S. in Philosophy and Religion from Toccoa Falls College, a Certificate in Financial Planning from the Terry College of Business at UGA, is a CERTIFIED FINANCIAL PLANNER™ professional, earned the CLTC designation, and also has insurance licenses across almost all 50 states.
Seth lives outside of Atlanta with his wife, Brooke, and their three sons. In his spare time he can be found either coaching his children’s soccer teams, watching the Braves, or spending family weekends at the farm.~sm~CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States.
Greg Freeman
JD, CLU®, ChFC®, RICP, CLTCGreg has well over 30 years of experience in helping affluent business owners and individuals define and achieve their estate and financial objectives. More recently, Greg’s mission has been on helping other advisors serve with excellence when addressing insurance matters with their clients.
Greg holds a Juris Doctor degree from American University in Washington, D.C. and a Business degree from Bucknell University in Pennsylvania. He has worked as an attorney-advisor for the United States Securities and Exchange Commission helping to ensure fair treatment of consumers in their pursuit of investment products and strategies.
Greg was a contributing writer in the book, Life Insurance: How To Use It To Your Client’s Advantage, published by the AICPA. He holds the designations of Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional, Certified in Long Term Care, and Certified Kingdom Advisor. Greg lives outside of Atlanta with his wife of over 40 years, Mary, and has three adult children and three grandchildren.
The specialists behind the work.
Underwriting, advanced markets, life settlements, new business, marketing and in-force service. Each case draws on the people who do that work every day.
Eric Johnson
Vice President of UnderwritingValmark Financial Group
Eric Johnson is Vice President of Underwriting for our partner, Valmark Financial Group, responsible for risk assessment appraisal, consultation, and negotiation on behalf of Valmark Member Offices and clients.
Mr. Johnson brings more than 30 years of experience in impaired risk and jumbo case underwriting, reinsurance, sales and brokerage operations. He is a presenter at numerous industry seminars speaking on Challenging Underwriting Impairments and Jumbo Business and Brokerage Underwriting.
Mr. Johnson earned his BA from Luther College and is a member of the Association of Home Office Underwriters (AHOU) and the Twin Cities Association of Home Office Life Underwriters (TCAHOLU).
Michael Amoia
JD, LL.M. (Tax), CLU®, ChFC®
Vice President of Advanced MarketsValmark Financial Group
As Vice President of Advanced Markets for our partner, Valmark Financial Group, Michael Amoia works with clients and advisors to implement advanced wealth transfer and business planning techniques that leverage life insurance.
With over 28 years of experience in complex estate planning, Mr. Amoia is a frequent national speaker and author of numerous industry articles. He holds a Juris Doctor from University of Baltimore’s School of Law and a LL.M in Taxation from Georgetown University Law Center.
James Dawson
CFP®, CLU®
Director of Life SettlementsValmark Financial Group
James Dawson is the Director of Life Settlements for our partner, Valmark Financial Group, managing the day-to-day operations of the life settlement business and directing the sale of policies from initial offering through formal case submission.
Mr. Dawson earned a BBA in Financial Planning from the University of Akron, graduating Summa Cum Laude. He holds Ohio Life, Health, Accident and Variable licenses, Series 7, 24 and 66 registrations, and is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter (CLU) professional.
Angela Abreu
Operations Director, Life Insurance New BusinessValmark Financial Group
As Operations Director of Life Insurance New Business for our partner, Valmark Financial Group, Angela Abreu ensures new insurance applications move from submission to placement smoothly. She oversees the Life New Business Specialists team and leads innovation in technology and process efficiency.
Angela has over 16 years of experience working directly with advisors and clients, and holds her Series 7, 63, and 26 registrations as well as Life, Health, and Variable Life licenses.
Luke Ehinger
Director of Insurance MarketingValmark Financial Group
As Director of Insurance Marketing for our partner, Valmark Financial Group, Luke is responsible for advanced life insurance case design, product analysis, and the development of analytical and educational tools to assist clients with their financial goals.
Michael Michlitsch
MBA, CRPC®
Vice President of Inforce Insurance SolutionsValmark Financial Group
As Vice President of In Force Insurance Solutions for our partner, Valmark Financial Group, Michael leads the Valmark Policy Management Company (PMC) and Life Settlement teams, focused on delivering ongoing value from existing insurance policies for clients and advisors.