Stanley W. Dean

Background

About Stanley W. Dean

From the very start of my career in the financial services industry — more than 55 years ago — I have taken a deep, personal interest in the financial and insurance industries. As the owner of Stanley Dean, CLU, Insurance & Financial Services, it is my pleasure to put that knowledge and experience to use in assisting individuals, families and organizations with a complete range of financial planning, retirement and health insurance solutions. I have been a Charter Life Underwriter (CLU) since 1985, with a focus on retirement planning. While my financial planning and insurance services are holistic, many clients find my knowledge of social security, senior retirement planning, long-term care, medical supplements and disabled income particularly useful. I serve clients in Arizona, California, Idaho, Louisiana, Montana, Nevada, Oregon, Utah and, Washington. Over the course of many years, I also taught insurance and financial planning at colleges and universities, which served to broaden my understanding of insurance and financial planning from a variety of perspectives. My relationships in the finance and insurance industries are fostered through long-standing memberships in the Society of Financial Services Professionals (SFSP), National Association of Health Underwriters (NAHU) and Treasure Valley Association of Health Underwriters. I was also a founding Member of the Los Angeles Association of Health Underwriters from which the California Association of Health Underwriters evolved. I look forward to helping clients find the best ways to allocate and maximize their financial planning, life insurance, health insurance and retirement dollars, in a manner which recognizes their needs and pocketbook.