Company Overview

Founded in 2011 by Brandon Dirkschneider, CFP, Insurance Design Management has earned an enviable position in the industry of being the “go-to” firm advisors choose for their clients when they need advanced financial planning strategies.

We have an elite team of experts who work on a local & regional basis to provide hands-on expertise and assistance to financial advisors, property & casualty agents, accounting firms & law firms on advanced planning techniques utilizing life, disability, and long–term care insurance.  Topics include estate planning, business succession planning funding, and coordination of buy-sell agreements.  We help advisors take an otherwise complex process and turn it into a rewarding experience for both the firm and their clients.  Our team is solely dedicated to helping financial advisors solve this critical piece of their client financial puzzle.