Kevin P. Conley, CLU, CASL, LUTCF
Kevin P. Conley has a B.A. from Bentley University and over 30 years of experience in the financial services industry, specializing in executive benefits, business succession, estate, trans-generational family and retirement planning.
Kevin earned his Chartered Life Underwriter (CLU) and Chartered Advisor for Senior Living (CASL) designations with the American College. He also holds his Life Underwriter Training Council Fellow (LUTCF). Kevin and FBS teamed up with a producer in the Bank Owned Life Insurance business from 2000-2008 and implemented plans throughout the USA, totaling $850 million dollars in premium. Kevin is knowledgeable in all aspects of the Life Insurance Industry and has a team of experts he calls on to work on cases jointly with producers. He is known for his creative solutions for corporate executives, small business owners and high net worth clients’ problems and planning needs. His partner, Ryan Buck and he are experts in the multi-life markets for Disability Income and LTC. They have implemented plans with major law firms, national corporations and large IT firms; they make the process turnkey from start to finish.
Kevin is the former President of the Greater Washington Foundation of Insurance and Financial Advisors and currently sits on the board. He is past District of Columbia Life Underwriters Association President, 1995-96; past President of The Society of Financial Service Professionals National Capital Chapter, 2003-04; past President of MassMutual Brokerage Director’s Advisory Council; and a member of the U.S. Mayors Enterprise Inc. Board of Directors. He is also a member of Greater Washington Association of Insurance and Financial Advisors and a LUPAC Statesmen. He is also a member of the Financial Planning Association.
Kevin has received numerous honors and awards, including the President’s Honorary Award 1992-95 Connecticut Mutual’s highest honor; Society of Financial Service Professionals Baker Scholarship Award for distinguished service; Management Council & Leader’s Qualifier 1986-2006; and Brokerage Director of the year with Mass Mutual, 2000-05, their highest honor. From 1996 to 1999 he won the Brokerage Director award for highest total production. He was also named Exceptional Field Leader 2003 and was a Wilner Award Recipient in 2005, GWAIFA’s most prestigious industry award. Kevin is one of only 60 recipients of the Wilner Award since 1890. Most recently, NAIFA Greater Washington named Kevin as the 2008 recipient of the Harry L. Meyer - Victor E. Brandrup Memorial Award. This award recognizes dedicated service to the association and a high standard of conduct and ethics. Kevin Conley is one of only three individuals to ever be awarded with both the Wilner Award and Meyer Brandrup Memorial Award. He was also awarded the Kurt Andrews Community Service Award from 2008-2009 by NAIFA of Maryland. Most recently Kevin was inducted into his high school’s Athletic Hall of Fame as a team member of an undefeated championship Football team, Charles Wright Academy located in Tacoma, Washington. Kevin teaches the ethics’ course for The Society of Financial Service Professionals and is a CE approved instructor for the state of VA and MD. Kevin also served in the Air Force National Guard and received an honorable discharge.
Kevin has kept active in community service activities with GWFIFA, a non-profit organization that benefits at-risk children in the DC metro area. He has also served as Chairman of the For the Love of Children (FLOC) Walkathon 1990-96. One of his greatest accomplishments was taking on Camino Santiago trek, hiking 250 miles across Spain in 2005, 2008 and 2010. He and his friends raised $72,000 for the American Heart Association and Coalition to Salute America’s Heroes. In 2012, Kevin hiked the Via Francigena in Italy, 250 miles, raising $2,640 for the disabled Vets of the Iraq and Afghanistan wars. He lives in Leesburg with his wife Kathy and their two sons, Kevin P. Conley Jr. (KC) and John Patrick.