Bart Dorfman CLTC, LUTCF
Vice President

Ext. 108
Bart@TheBestGA.com


Mission Statement
To provide creative insurance
solutions, and to increase sales
opportunities for the independent
agent.

Years at ODI
Co-founded ODI - 1988


Special Interests
• Avid football fan - Jets
• Poker Player Extraordinaire

• Spending time with my wife, Elisabet,
and my daughter, Rachel

Global Travel
Argentina, Spain, Turkey, Greece, Italy, France,
Monaco, Mexico, Israel, Canada

education
University of South Florida
• Life Underwriting Training Council
• Certified Long Term Care

Organizations
• Society of Certified Senior Advisors
• International Association of Financial Planning
• Ed Slott’s Elite IRA Advisor Group

ACTIVITY INVOLVEMENT
Corporate Employee Benefits
• IRA Distribution Planning
• Estate Planning
• Financial Workshops