Winter Meetings of the Profession
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David Kottler

Life Insurance Doctor
David Kottler is a national speaker, author and entrepreneur who combines his legal and business experience with a passion for philanthropy. He earned his law degree from Cleveland State University while helping his family build Decatur Foods, a successful food distribution business that was responsible for introducing numerous retail products to the Cleveland market, including Haagen-Dazs Ice Cream and Ben and Jerry’s. Decatur Foods ultimately achieved a 35 percent market share of ice cream sales in Northeast Ohio.

In 1995, David changed careers and became a financial planner, where he was able to pursue his lifelong goal of helping business owners and families effectively transfer wealth and make an impact through philanthropy.

Today, through his company, Life Insurance DoctorTM, David leverages outside-the-box thinking to create game-changing results for his clients by using an innovative “True Value” life insurance review process that employs creative buy-and-sell techniques. Over the past few years he has generated millions of dollars in cash and tax benefits for his clients.

David is an author of two books. He and his colleague Geoffrey Gottesman wrote their latest book, The Best Kept Secret in Your Insurance Policy, to empower their clients and other professionals in the financial arena to get the most performance and hidden money out of their life insurance policies through the use of life settlements and other assorted strategies—creating value where there was none!

David’s true passion is philanthropy. He believes there is a great need for education and guidance for high net worth individuals who wish to align meaningful life goals with hard earned wealth. David’s objective is to collaborate with clients to produce the best financial and philanthropic results for them by enabling them to understand the “why” of planning.

He lives in Cleveland with his wife, Marcela, where they have raised a blended family of nine children and currently have five lovely grandchildren. He is an avid golfer which has been a life-long passion.

My Speakers Sessions

Thursday, January 24

4:00pm PST