Clayton Lund

Position: Insurance Planning Specialist, Institutional Markets

Since 1983, Clay has worked in the financial services industry as a financial advisor and wealth insurance consultant. Clay works with some of the top advisors across the nation in developing planning concepts that creatively utilize corporate structures, specialized trusts, and unique insurance policy designs. He believes in using a collaborative and consultative planning approach dedicated to helping these financial advisors and their clients navigate the nuances of life insurance, asset transfers, business planning, and estate preservation.  

Clay has point of sale experience at both carrier and BGA levels. He is experienced working with National Accounts, banks, insurance companies, broker-dealers, and RIAs. He is inspired knowing that his work helps people achieve their most important life goals. He enjoys motivating and training advisors to do the work to take their client relationships to a more significant level. 

Clay has a Bachelor of Arts Degree from Lawrence University with a double major in Biochemistry and Economics. He also has completed numerous courses from The American College and Heckerling Institute on Estate Planning. 

He enjoys spending his free time woodworking and chasing his grandchildren. 

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