Rod Crandall, Insurance Consultant
Rod has collaborated with over 200 financial advisors to help them successfully integrate appropriate, insurance-based planning into their practices. Whether that be within a traditional financial plan, estate plan, or business succession plan. His focus is on helping advisors ensure their clients plan for the certainty of uncertainty.
Rod has a thorough understanding of how to effectively collaborate with other professionals and centers of influence to better serve clients. He believes our best clients have multiple needs and they should not be addressed in a vacuum. Clients and advisors work with Rod because he follows the “platinum rule” in everything he does - "To the extent I can understand and meet your needs, mine will be fulfilled."
Rod began his career in 2000 running his own financial services private practice with a mutual life insurance company. He started working with financial advisors and their clients in May of 2005.
Rod currently belongs to a professional resource group called the Business Succession Planning Brain Trust, which he founded in 2013. He also supports many non-profits in the McHenry County area.
