Michael J. Stein is a Senior Client Relationship Manager at Institutional Insurance Group, LLC. Mike has worked in the BOLI/COLI and Non-Qualified Executive Benefits marketplace for over 15 years. He has in-depth knowledge and experience in the design, implementation and ongoing servicing of non-qualified benefit plans and BOLI/COLI financing solutions.
Prior to joining IIG, Mike spent over seven years at Clark Consulting in various roles; from plan design to management of a team of client analysts. Most recently at Clark, he served as a Client Relationship Manager overseeing the administration of over 50 Bank clients. Mike was also previously employed as a plan administrator in the corporate-owned and bank-owned life insurance division of Prudential Financial.
Mike graduated from St. Olaf College in Northfield, MN earning a bachelor’s degree in mathematics. He is a licensed insurance representative and holds both Series 6 and 63 securities licenses. He is a Registered Securities Representative.
IIG • Institutional Insurance Group, LLC • 18 Shipyard Drive, Suite 3B, Hingham MA 02043 • Phone: 781-749-7373
Securities, when offered, are offered through FAS Corp., an SEC registered broker-dealer and member or FINRA. FAS Corp. is an affiliate of Financial Advisory Service, Inc. Institutional Insurance Group, LLC is independently owned and operated.
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