The Sullivan Group
Mr. Sullivan started his insurance career in May 1964. He has extensive experience in Estate Planning, Business Succession Planning, and Charitable Giving. With business insurance and investment products available to make his client’s Retirement Planning, Sale of their Business and/or Estate Tax Funding possible, as well as extensive planning for employee benefits. All service work is done by Mr. Sullivan and his staff personally.
Mr. Sullivan attended Youngstown State University prior to enlisting in the United States Navy. He served in the Navy for 8 years. Mr. Sullivan has owned several small businesses, including a manufacturing company, a trucking company and a real estate company, as well as his current insurance and financial consulting firm. As a small business owner, he has the knowledge to provide the best products for his clients.
He earned his designations as a Chartered Life Underwriter (CLU) in 1977, as a Chartered Financial Consultant (ChFC) in 1982 and as an LUTCF (Life Underwriter Training Council Fellow) in 1989. He is Past President of the Youngstown Chapter of the American Society of CLU. He has been on the Board of Directors of Trumbull County Life Underwriters, CLU Chapter; Jaycees and Downtown Warren Lions. He was President of the Men’s Club at Kinsman United Methodist Church. He is currently president of the Kinsman Area Zoning Appeals Board.