David A. Kossak, C.E.P, R.F.C
President

David A. Kossak, president of The Kossak Companies, leads a team of insurance and financial services professionals comprised of some of the brightest and most qualified minds in the industry. The company currently serves more than 2,000 clients throughout the United States.

Through strategic alliances with renowned professionals in law and accounting, as well as respected money managers and numerous insurance companies, David combines their proven experience to create advanced ideas and solutions unique in today’s financial world. Additionally, David and his team perform due diligence on other products and services, ensuring his clients’interests are met first. The Kossak Companies also offer estate planning seminars throughout the year that are updated as estate planning strategies and laws change. David services individuals and families in Miami, Jacksonville, Washington D.C., Los Angeles, San Francisco, Tulsa, New York and many other cities across the United States

As a recognized estate planning professional,David has been privileged to speak to the home offices of the Lutheran Brotherhood,Penn Mutual, Sun Financial Group, The New England, John Hancock and Principal Mutual. His articles have been published in National Underwriter and Financial Services Magazine, and his column “Money Time ”appears monthly in the Florida Times - Union.

A life member of the Million Dollar Round Table and the Advanced Association of Life Underwriters, David has also qualified for the Court of the Table, as well as the Top of the Table organization, which consists of the top 959 life underwriters in the world. He’s a member of the International Twenty Five Million Dollar Forum and is affiliated with the National Institute for Estate Planning.

David graduated from the University of Southern California in 1979 earning a Bachelor of Science in English literature and a minor in business administration. He now makes his home in Jacksonville, Florida. David is a dedicated, proud parent to his son Brandon and daughter Kennedy.

David is also respected for his volunteer and charity work. He’s served on various local and national charity boards and has raised millions of dollars for their benefit via charitable giving foundations.

Watch the interview with David Kossak.