Joseph Schlesser, FALU
Executive Vice President & Chief Underwriter
Joe has over 20 years of life insurance underwriting and leadership skills and brings that experience to Elevation.
Joe began his career with Minnesota Life back in 1995, underwriting both Life and Disability Insurance. He joined ING in Denver, CO in 2000, where he worked in the brokerage marketplace, underwriting older-age individuals with multiple medical impairments.
In 2006, Joe was lured out to San Diego, CA to work directly for a BGA, as their in-house Underwriter. He earned experience working with multiple carriers and underwriting life cases as well as cases identified for life settlement. Joe had the opportunity to work directly with 21st Services, AVS, Fasano and AUS and learn how to assess Life Expectancy Reports.
In 2010, Joe joined Crump Life Insurance Services, one of the largest Brokerage General Agencies in the US. He worked on their Institutional Accounts platform, eventually managing a team of Underwriters servicing 17 National Accounts. Joe also served as a consultant to Crump’s Life Settlement division until it was sold off in 2013. He continued to grow and develop relationships with over 15 major Life Insurance companies and facilitated the sales process. Joe was also responsible for the training and development of several junior level Underwriters. He served as an Editor for the LOMA 371 – Underwriting textbook in 2013.
Joe earned a B.S in Finance/Mathematics from the University of Wisconsin – La Crosse in 1993 and earned his FALU designation in 2009.