Life Insurance Provides Value and Piece of Mind Understanding the true value of running a bakery—with crack-of-dawn start times and seasonal crunches—can be tough, but Sherri and John Horsley loved their small business. It offered them the right fit. Sherri’s boundless enthusiasm made her the perfect...

Most people think life insurance is there to protect families financially when someone dies. And while that’s true, the “living benefits” of life insurance can also help families beforehand. This has been true for Kelley and Doak Snead....

No one really wants to think about life insurance. But if someone depends on you financially, it’s a topic you can’t avoid. View the life insurance 101 video below to learn more.   In the event of a tragedy, life insurance proceeds can: Pay for funeral costs Help pay...

If no one depends on you financially, your path to financial security may be smoother than most. However, it also means that if the unforeseen were to happen, you may not have someone to rely on for support—financial or otherwise. That’s why there are certain...




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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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