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Gregg Kaufman, CLU®, CFP®

Director of Brokerage Development Email: Phone: 818-854-3030


Gregg works with advisors and clients on complex insurance solutions, income and estate protection problems, as well as business planning. He has experience in advanced planning areas including life settlements, premium financing and retirement planning with cash value products. In addition to life insurance sales and consulting, he also plays a key role in GBS’ marketing, branding and digital presence - having worked in technology and software for eight years prior to starting in insurance. His experience in the insurance industry includes Prudential, NFP and Marsh Private Client Life Insurance Services before joining GBS in 2014.

Gregg received his Bachelor’s in Psychology after studying at UCLA and Cal State University, Northridge, and did two years of post-graduate work in Ergonomics Psychology. He also carries the Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP) designations.

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