Don See

CLU

Phone: (719) 471-8320
E-mail:

For the past 30 years, Don has worked with family-owned companies to develop exit strategies for the owners, facilitate the transfer of the business to future generations, and, in some instances to create special employee groups to buy the companies. He currently serves a clientele in 36 states and 4 foreign countries.

Don graduated from Concordia College, Moorhead, MN with degrees in Math, Physics, English and Psychology. He had no career direction whatsoever. He began in the life insurance business as an actuarial intern, moved to the marketing dept, and eventually moved to Colorado to go into partnership with an established business insurance specialist. Don took over the company in 1983, and has developed a specialty in introducing charitable planning concepts to families that own companies and who are lifetime supporters of various non-profit causes.

Don lives with his wife of 30+ years on top of a 9000-ft mountain west of Colorado Springs. He has 3 mostly grown children and one grandchild (at last count).

Specialty

The design and funding of business succession and estate plans for families that own companies

  • Qualifying* & Life Member of the Million Dollar Round Table (since 1978)
  • Active Member of:
    • National Association of Insurance and Financial Advisors
    • Society of Financial Services Professionals
    • Estate Planning Council of Colorado Springs
  • Frequent speaker at national conferences on topics related to Business Succession and Estate Planning – recent engagements include:
    • Public Accountants Society of Colorado
    • Colorado Association of Commerce and Industry
    • Painting and Decorating Contractors of America
    • CALU Sales Congress
    • Society of Financial Services Professionals Continuing Education Seminars
    • Numerous National Association of Insurance and Financial Advisors meetings
  • Articles published in national publications including:
    • American Society of CLU & ChFC, “Estate Planning News & Views”
    • “Insights & Strategies-Financial and Estate Planning”
    • Colorado Springs Business Journal
    • Manulife Advanced Sales Journal
    • Minnesota Mutual – "Agenda"
    • Christian Business Men’s Committee – “Contact”

 

PASS IT ON, INC.

  • Original practice established in 1947
  • Currently serves a national clientele in the areas of:
    • Business Succession Plan Design
    • Estate Planning for Owners of Closely-held Companies
    • Executive Benefits for Key Employees of Private Companies
    • Benefit Plans for Executives of Non-Profit Organizations
    • Practical Use of Charitable Planning Concepts

 

Pass It On, Inc. Web Site

Don is a registered representative with Securian Financial Services, Inc., member FINRA/SIPC. Tax & Financial Group, an affiliate of Securian is independently operated.