Kelley Snead: Life Insurance for … Life

Kelley Snead: Life Insurance for … Life

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.


They are a match made in country music heaven—Nashville, where they met working in the industry and then bonded over their love of making music. Their love has grown over the past 23 years, and life insurance has been an important part of their life together. As Kelley
grew her new career in real estate and Doak focused on raising their daughter, Emma, they knew they needed the financial safety net that life insurance offered.

Tragedy struck, however, when Kelley—the family’s main breadwinner—found out she had a drug-resistant type of Parkinson’s disease. It has slowly robbed her of her ability to work, and now even to care for herself. Fortunately, their insurance professional Wallene Leek had made sure that Kelley not only increased her life insurance over time, but that it had living benefits as well.

Kelley’s term life insurance policies have a disability waiver of premium, which means she never has to pay another premium. And because her diagnosis is terminal, the family is able to access a percentage of the death benefit now. That has meant the world to the Sneads.

The family has been able to stay in their home, instead of selling it, and Emma has been able to complete school. What’s more, Kelley and Doak are able to spend what time they have left without the crushing burden of financial worry. “Kelley’s disease may have taken away her livelihood, but life insurance has saved our lives at this point,” says Doak.

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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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