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Dana M. Mikstay, CLU Senior Managing Director, Insurance Services |
| 321 N. Clark St., Chicago, IL 60654 | 312.595.6157 | | |
Areas of Focus: Life and Disability
Profile:- Oversees the daily operations of the Life and Disability Practice
- Delivers innovative insurance solutions that achieve the long-term goals of affluent individuals, families, closely held businesses, middle market private and public companies and high profile individuals
- Specializes in the areas of corporate succession, estate tax, income tax and non-qualified executive retirement planning
- More than 20 years of experience in the insurance community
- Holds a Chartered Life Underwriter (CLU) designation since 2002
- Platform speaker at the Illinois Life Underwriter's Annual Meeting in 1999
- Qualifier for the Million Dollar Round Table since 1994
- Qualifier for the "Top of the Table" of the Million Dollar Round Table since 2002
- B.A., Bethel College
- Chicago Foundation for Women, board member and treasurer
- Economic Club of Chicago, member
- Chicago Finance Exchange, member
- National Association of Insurance and Financial Advisors, member
- National Association of Female Executives, member
- National Association of Life Underwriters (NALU), member
- The International Forum, member
- The Business Women's Network, past president
- North Shore Illinois Life Underwriters, past president
