Thomas K Dunn

Thomas K Dunn

Career Representative

I have been in the Insurance Industry for over 40 years and currently with Transamerica for 11 years.

The insurance industry has many facets. I love the opportunity to offer many different solutions to specifically meet the needs of individuals.

I began my career working with Prudential Insurance Company selling Life Insurance. After 3 years I transitioned to working with employers and employees offering Group Benefits. I was able to develop close relationships with employers throughout the state of Kentucky.

I maintained a successful career as an Insurance Broker for 26 years dealing with all types of employee benefits, both company sponsored and voluntary.

I then transitioned to Transamerica where I am primarily working with individuals and their needs.

I enjoy this phase of my career where I can spend time with my clients exploring opportunities as their needs continue to change.

Needs Analysis

The amount needed to create an immediate expense fund and pay off any outstanding debt (auto loan, credit card, student loan, final expense costs, etc.)
The amount needed to pay off any outstanding balance on your mortgage or replace your rent for several years
The amount needed for you children’s college education
The amount needed to replace your income
Income for how many years?
This worksheet is a tool to assist you in estimating your basic life insurance needs. It is not intended to provide a thorough and comprehensive analysis of your life insurance needs or to recommend a specific amount of type of coverage. The actual amount of life insurance you need will depend on several factors that you need to consider carefully. Your insurance professional can assist you with analysis of your personal circumstances.

Personal Data
Address
Client's Date of Birth(Required)
Children's Date of Birth
Children's Date of Birth
Children's Date of Birth

What programs do you currently have in place?
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Life Insurance
Client
Individual: Type
Employer: Type
Individual: Type
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Spouse
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Type: Individual
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Type: Employer
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Individual: Type
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Health Insurance
Disability Income
Long Term Care
Medicare Supp.

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