Paul E. Yates, FSA, CLU
Director of Business Development


Paul E. Yates

A Cohn Financial Group Director, Paul has over 15 years’ experience in the life insurance industry. 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.

"We have a great team of professionals that are dedicated to doing what’s best for the client," Paul says. "Our technical expertise and commitment to ongoing client service is unique in the industry. It is very satisfying to see it all come together to help clients meet their planning and financial objectives."

Paul holds the Chartered Life Underwriter® (CLU®) designation and has 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. A Fellow of the Society of Actuaries (FSA), he is the co-author of an article with Mike Cohn on What Trustees Should Know (and Do).

Paul Yates is a Director at Cohn Financial Group, LLC and has 20 years of experience in the life insurance industry. 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 and holds the CLU designation. He serves as a member of the Phoenix Art Museum’s Contemporary Forum Board of Directors and the Arizona Community Foundation’s Professional Advisors Board. He is actively involved with the Juvenile Diabetes Research Foundation. Paul earned a BS in statistics from Brigham Young University.


Email Paul at pyates@cfgllc.com

Paul E. Yates, FSA, CLU
Director of Business Development


Paul E. Yates

A Cohn Financial Group Director, Paul has over 15 years’ experience in the life insurance industry. 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.

"We have a great team of professionals that are dedicated to doing what’s best for the client," Paul says. "Our technical expertise and commitment to ongoing client service is unique in the industry. It is very satisfying to see it all come together to help clients meet their planning and financial objectives."

Paul holds the Chartered Life Underwriter® (CLU®) designation and has 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. A Fellow of the Society of Actuaries (FSA), he is the co-author of an article with Mike Cohn on What Trustees Should Know (and Do).

Paul Yates is a Director at Cohn Financial Group, LLC and has 20 years of experience in the life insurance industry. 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 and holds the CLU designation. He serves as a member of the Phoenix Art Museum’s Contemporary Forum Board of Directors and the Arizona Community Foundation’s Professional Advisors Board. He is actively involved with the Juvenile Diabetes Research Foundation. Paul earned a BS in statistics from Brigham Young University.


Email Paul at pyates@cfgllc.com