Last week Dwayne Brown introduced us to new member Stephen Alloy. Stephen has 40 years’ experience in the legal and insurance industries. Steve practiced law in Chicago for 20 years, focusing in the areas of estate planning, business succession and real estate. In 2000 he combined his law practice with an insurance and financial services practice and for several years conducted public seminars on estate and financial planning. Bringing his legal background into the insurance industry, he carved out an expertise in advanced markets. After time as a sales manager for a national company and as director of advanced markets for an independent agency, Steve came to Mutual of Omaha in 2008 as an Advanced Markets Specialist. He has taught many continuing education courses for agents as well as advanced concept, product and sales training.
Steve has earned the following academic credentials: B.A. in English/ Creative Writing from the University of Iowa in 1978; J.D. from Loyola University of Chicago School of Law in 1981, MBA from the J.L. Kellogg Graduate School of Management, Northwestern University in 1989; Master of Science in Financial Services (MSFS) from The American College in 2015. Additionally, he holds the CLU and ChFC designations from The American College. He is insurance licensed (life, health and P&C) and also holds the following FINRA licenses: Series 7, Series 63, Series 65 and Series 26. Steve also serves as a member of the LIMRA Advanced Sales Committee.
Stephen is married to Theresa and they have three adult children. In his free time, he enjoys improv comedy. Welcome, Stephen!
