PROFESSIONAL BACKGROUND
20-year Risk Management Specialist in Personal Lines Insurance with HNW Clients
Life Insurance Advisor
SERVICE ROLE
Insurance Policy Performance Audits and Marketplace Comparison Evaluations
Business Planning: Business Succession Planning, Deferred Compensation Structuring
Estate Planning: Gifting Strategies, Revocable and Irrevocable Trust Funding
COMMUNITY
Life Coach: Minnesota Adult & Teen Challenge/ Lakeside Academy
Toastmasters- President- Anoka
FPA Member
EDUCATION
Bachelor of Arts, Mankato State University - (1980-1984)
DISTINCTIONS
Personal Lines/ Life & Health producer (2004) License #40041919 and #9646319
ACCREDITED SIAA Premier Family Producer
Dennis Bakken does not offer tax or legal advice. Please consult the appropriate advisor.