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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
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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 |