David R. Foster

Senior Director, Advanced Markets and Solutions
Allianz Life Insurance Company of North America

Focused on:

  • Trust and estate planning
  • Business succession planning
  • Executive compensation
  • Charitable planned giving
  • Advanced life insurance taxation

Background:

Over 25 years in the financial services industry, advising clients and supporting advisors on complex life insurance strategies, estate planning, executive compensation, business succession, charitable planning, and retirement planning.

Experience:

  • Focused on building out advanced marketing strategies and capabilities, including content development and internal trainings.
  • Assists in the development of our advanced marketing demonstration capabilities.
  • Supports underwriters on cases involving complex life insurance strategies.
  • Participates in speaking engagements and virtual presentations for FMOs.
  • Provides case design support for advisors.
  • Assists in the development of our premium financing and foreign nationals programs.
  • 10 years as an independent planned-giving consultant for charitable organizations and six years as a financial/life insurance advisor.
  • Author of two books.

Education, certifications, and memberships (bullets):

  • J.D. from the Widener University School of Law (Delaware)
  • AEP, CLU, ChFC, and CAP designations