Sam Carlson Producer

Sam brings almost 30 years of experience to the brokerage and sales division of IBC. He works in the ongoing management and monitoring of clients policies. This includes regular review meetings, implementing financial plans and continued client communication. He specializes in disability, long term care and works to meet the insurance needs of high net worth businesses and individuals. Sam graduated from Westminster College with a degree in Secondary Education. He holds designations as a LUTCF and a CLTC and is a member of the Million Dollar Round Table. He was proud to be the 2006-2007 president of the Pittsburgh Chapter of the National Association of Insurance and Financial Advisors (NAIFA). Sam currently serves on the board of directors for Pennsylvania Association of Insurance and Financial Advisors (PAIFA). He enjoys gardening, volunteering at his church, playing golf and going to Steeler games.