Paul E. Yates, FSA, CLU
Paul Yates is Vice President at Cohn Financial Group and has over 20 years of experience in the life insurance industry. In his current role, Paul works with high net worth clients and their advisors to design and implement sophisticated life insurance plans. He is one of a small number of life insurance professionals nationally that has extensive experience in the planning, design, and implementation of private placement life insurance (PPLI).
He is an actuary by background and has spent the majority of his career devoted to the ultra-affluent market in various capacities, including life insurance planning, insurance company and product due care, reinsurance, and life insurance product pricing and in-force management.
Prior to joining Cohn Financial Group, Paul served as Director of Product Management and Sales Support for M Financial Group, a leading financial services design and distribution company comprised of more than 125 independent Member Firms, including Cohn Financial Group. During his time at M Financial, Paul supported M Member Firms and their clients by providing financial and product due care, competitive intelligence, and support for both product design and advanced planning. Paul also served as a contributing editor to The Advisor’s Guide to Life Insurance, published by the American Bar Association’s Section of Real Property, Trust and Estate Law.
Paul is a Fellow in the Society of Actuaries (FSA) and holds the CLU designation. He serves on several Boards including Valley Estate Planners (President), JDRF (Arizona Chapter), Gen Next (Phoenix Chapter), and Arizona Community Foundation (Professional Advisors Board). Paul earned a BS in statistics from Brigham Young University.
Email Paul at firstname.lastname@example.org