29 Feb Quality Quote Insurance Solutions Announces Strategic Partnership to Market the Qualified Leverage Strategy (QLS)

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SAN FRANCISCO, Calif. — Quality Quote Insurance Solutions, LLC, a San Francisco-based insurance consulting brokerage firm, announces a strategic partnership that will allow it to market the Qualified Leverage Strategy (QLS) to the Bay Area and surrounding areas.

The Qualified Leverage Strategy (QLS) is an innovative approach to accessing money from a qualified retirement plan that transforms taxation of assets both inside and outside of the retirement plan. The strategy is designed to minimize the tax impact on qualified plan assets and increase the value and transferability of traditional assets. The benefits of this planning may include reduced taxes, maximized wealth transfer to heirs, increased philanthropy, and greater retirement income. 

“We are thrilled to align ourselves with the talented QLS team,” said Wayne McClintock, Quality Quote Insurance Solutions Executive Managing Director & Co-Founder. “This strategy is profound and will allow QQIS to provide valuable advanced planning solutions to the professional advisor community and the affluent clients they represent.”

Quality Quote Insurance Solutions, LLC, is an insurance consulting brokerage firm that offers innovative services and solutions to core advisor markets in and around the western United States with an emphasis on Bay Area and California Markets. Its experienced team provides compelling solutions to its core advisor markets: life insurance advisors, wealth management firms, estate planning attorneys, affluent family offices, trustees, and all other financial institutions.

Please call 1-844-TRY-QQIS (844-879-7747) or visit www.qualityquotesolutions.com for more information or to get a quote.

Contact:

Heather Kapp
(844) 879-7747 x702

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Marty Shull

Executive Managing Director

 

Marty offers over 15 years of experience in direct-to-consumer and business-to-business sales with a specific focus on corporate buy sell review, business exit planning, valuation, and strategies as well as personal estate protection and succession planning. As a Co-Founder, Marty has developed a distribution platform with an objective of creating and maintaining relationships with insurance agents, investment advisors, accountants, attorneys, and all other financial professionals. As he has been involved in the brokerage platform for the last fifteen years, Marty has learned the necessary tools, traits, and processes to be a successful broker in this arena and to help others succeed. Marty earned his undergraduate degree from San Diego State University with an emphasis on business management and finance. A Bay Area native, Marty currently resides in San Francisco with his wife and son.

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Brendan Walsh

Co-Founder

 

Brendan brings over two decades of experience in life insurance, retirement and estate planning. He spent 13 years at Northwestern Mutual where he was consistently a member of the Million Dollar Round Table and the Northwestern Forum. Brendan received his undergraduate degree from University of San Francisco. He was a former President of the Irish Cultural Center and sat on the board of the Juvenile Diabetes Research Fund. Brendan lives in Marin and has two children, Sophia and Aidan.

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Greg Yu

Co-Founder

 

Greg brings about two decades of experience in the insurance industry. His career started at Northwestern Mutual where he became a key contributor to his team’s continual qualification to the Million Dollar Round Table and the Northwestern Forum. Greg’s current role at QQIS includes the duties of acting CFO. Greg has an undergraduate degree from California State University, Chico and holds a Life and Property Casualty license. He lives in Marin with his wife, Jennifer and son, Nicholas.

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