The Barbanell Family continues the independent brokerage general agency legacy started by Alexander S. Barbanell, CLU ChFC RHU in 1982.  The Barbanells offer personal involvement with every aspect of the insurance process from establishing need through presenting solutions to executing aspects of a comprehensive financial plan.  Service during and  after plan implementation continues with experienced medical and financial underwriting as well as follow-up and troubleshooting administrative issues.

Jeffrey S. Barbanell, LUTCF CLU CLTC joined his father’s agency in 1990 and immediately obtained his Arizona Life & Health insurance licenses.  Though currently inactive with the NASD, Jeff obtained his Series 7 and 65 licenses in 1997, founding his understanding of portfolio management in a comprehensive financial plan.  Jeff achieved his Life Underwriting Training Council Fellowship and Chartered Life Underwriter designations in 1994 and 1997, rounding out his understanding of Personal and Business planning,

During his career Jeff has also held positions on the Board of Directors for NAIFA-Phoenix (Past President/National Committeeman), NAIFA-Arizona (Public Relations/Multiline) and the Phoenix Chapter of the Society for Financial Service Professionals (Professional Development/Programs Director).  He currently holds the position of Education Director for the Arizona & Greater Phoenix Associations of Health Underwriters and sits on the Sponsorship Committee for the Central Arizona Estate Planning Council.

Throughout this learning process Jeff continued to support advisors with in-depth technical knowledge of life, annuity and disability contracts.  The execution of these risk management solutions—protecting a client’s lifestyle and legacy—created a natural transition into Estate and Long Term Care planning.

Jeff achieved his Certification in Long Term Care in 2003.  His passion for educating clients and advisors regarding this important part of the planning process becomes even more compelling as the economic impact affecting families and businesses increases.