LEGATUS MEMORIA - Legacy Life Executive Benefit®
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Meet  AVERY  HOHLBEIN

Avery Hohlbein

CFP®, Legatus Memoria®, Chief Operating Officer, Financial Planning Specialist​

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Avery was promoted to Chief Operating Officer for Legatus Memoria® in 2022 to help oversee the expansion and training of additional Vice Presidents of Sales and their respective staff teams.

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Avery is an associate financial advisor who has been in the financial services industry since 2015.

Specializing in comprehensive financial planning for individuals and corporations that includes:
- Employee and Executive Benefits planning, Investment Strategies, Financial Planning, Estate Planning, and - Retirement Income planning

Since 2019 he has practiced exclusively in: 
​- Case design and implementation of Bank Owned Life Insurance (BOLI)
- Non-Qualified benefit plan designs for corporations, banks, and financial institutions 
- Case design and implementation with “The Legacy Life Executive Benefit®”
- Product knowledge and carriers relations for major insurance companies in the bank and corporate markets

He has a degree in Business Administration with a focus in Personal Financial Planning from Central Michigan University in Mt. Pleasant, MI

Avery is a Certified Financial Planner™, CFP® 

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OFFICES IN GRAND RAPIDS, TROY, AND PORTAGE, MICHIGAN

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LEGATUS MEMORIA 
Dr. Rev. Mark Gurley, CLU, ChFC, CLTC, CAP, MDiv, Mmin
55 Campau NW
Suite 400

Grand Rapids, MI 49503
616.451.0783


This presentation does not contain legal or tax advice. It is intended solely for the information and education of  customers and their legal or tax advisors. It is not intended to be used and cannot be used to avoid any federal tax penalties that may be imposed on a taxpayer.  Taxpayers should seek advice from their own legal, accounting or tax advisors. Tax and other planning developments after the original date of presentation may affect these discussions.  Legatus Memoria® and The Legacy Life Executive Benefit® are trademarked for presentations and discussions for implementing a philanthropic benefit utilizing corporate owned life insurance (COLI) and bank owned life insurance (BOLI).  These trademarks are owned exclusively by Mark L. Gurley and are not in any way affiliate with Northwestern Mutual and/or its subsidiaries.  
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