Resources

Underwriting That Works – From Day One

At VIBE, we believe underwriting isn’t just about getting cases approved; it’s about delivering a seamless experience for clients and advisors alike. In this conversation, Bob Klein sits down with Joe Brita, our new Chief Underwriter and Head of New Business, to talk about his philosophy on underwriting, case management, and what it takes to consistently get cases across the

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take your sales leadership to the next level

START YOUR PATH TO INDEPENDENCE

Bob Klein

Bob brings significant skills to this role, built on more than 25 years’ experience in sales and distribution leadership with stints in life brokerage, BD sales, linked benefits, group and voluntary benefits and IMO annuity sales. Before that, Bob had a 10-year home office career in underwriting and sales support, transitioning to sales in 1996 by opening a Mid-Atlantic brokerage office for CIGNA. 

Living in North Virginia with his wife, Suzanne, Bob enjoys working out, watching baseball and spoiling his three grandkids.