Chase joined North Star in 2008 from the University of Wisconsin- Eau Claire. Chase has a passion for disability insurance and is a prominent figure in the DI industry. Income Protection (disability insurance) is rarely discussed or addressed due to its confusing options and oftentimes complex underwriting. Chase oversees the Disability Insurance operations and acts as North Star’s National Disability Insurance Consultant. As a past Financial Advisor, he understands how to integrate a disability insurance program into an overall financial strategy so it is efficient and cost effective. He works with clients and advisors to ensure that proper consideration is given to the risks of a disabling injury or illness and how it affects the goals of a family or business. Chase works closely with our North Star advisors to establish insurance options and narrow it down to a well-suited, quality product. Working with both your financial advisor and Chase will help you choose and receive a customized protection strategy to meet both your individual, your family’s, or business’ specific needs. Your income allows you to feel secure about your future and financial goals, but most people do not think about the effects when your income disappears. Chase believes everyone should learn and prepare for the chances this happens to you.
Products and Strategies Available through Disability Insurance:
- Individual Income Protection
- Retirement Protection Options
- Business Overhead Expense Reimbursement
- Business Loan Repayment
- Buy/Sell Funding
- Key Person Replacement
- Executive "Carve-out" Benefits
- Guaranteed Issue Coverage
- Group Short-term and Long-term Disability Insurance
Chase is a member of the International DI Society. He has done content review for AHIP on their Disability Insurance classes and regularly speaks to his expertise at industry meetings. Chase is a regular presenter for CLE regarding Disability Insurance and is on the Field Advisory Boards for multiple carriers to provide product and system change recommendations in order to provide a better advisor and customer experience. Chase is a Disability Income Fellow (DIF), the most advanced disability insurance designation currently available through AHIP.
Chase also is a past Co-Chair for Best Prep's "Financial Matters" program, a non-profit organization dedicated to the financial education of Minnesota's youth. In 2018, he won the Bunzel Volunteer of the Year award as their highest honor given to their over 5,000 volunteers. Chase lives in Stillwater, MN with his beautiful wife Jenn, daughter Laela and son Layne. He is very active in basketball and golf, loves sports, and loves to travel. He enjoys trying new types of micro brews and is a big fan of unique types of bourbon.
Chase is a registered representative and investment advisor representative of CRI Securities, LLC and Securian financial Services, Inc. 2227139/DOFU 8-2018
Chase’s Support Team
Title: Disability Specialist
Title: Disability Specialist
MinneapolisNorth Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414