Broker Check
J. Bryan Setzler

J. Bryan Setzler

President - Hickory, NC Office

Bryan entered the life insurance business in 1989, producing life insurance, annuity and investment sales in the independent channel.  Bryan affiliated with Capital Concepts Financial in 1990, serving as company president from 2005 to 2012.  Bryan helped grow the company to $1.8 Million in annual target premiums and $2M in recurring gross broker dealer commissions.  Bryan maintained a primary carrier relationship with Ameritas Life from 1990 until 2016, qualifying 13 times for the Ameritas Summit of the Inner Circle.

 In 2012, Bryan affiliated with Premier Planning Group, who has offices in Cincinnati and Philadelphia to open the Hickory, NC location.  Bryan holds series 6, 63, 7 and 65 securities registrations. He is a Registered Representative and Investment Advisor Representative with Ameritas Investment Corporation.  Bryan affiliated with Lion Street in October of 2017.

 Bryan has served on the life product task force for Penn Mutual and Ameritas, assisting and offering input into life insurance product design.  This experience has given Setzler insight into how financial products are constructed.

Bryan has designed several life insurance sales platforms including 2010’s AlTERMative, the industry’s first partial premium finance strategy with AXA, and most recently, LIFEBRIDGE, the industry’s lowest cost, best performing permanent insurance strategy.

Bryan is a past President of the Catawba Valley Insurance and Financial Advisors Association and is an active member of the Thursday Rotary Club of Hickory.   Bryan graduated Magna Cum Laude from Lenoir-Rhyne University with degrees in International Business and Economics with Honors.