gift and life insurance appraiser
Charitable Gift & Life Insurance Appraisal

About Us

Alan

Alan Breus, CLU, ChFC
A member in good standing with The Appraisers Association of America

Education

• BA, The New School, New York City
• Intensive Appraisal Certificate Study, New York University
• CLU, Chartered Life Underwriter, American College of Life Underwriters, Bryn Mawr, PA
• ChFC, Chartered Financial Consultant, American College of Life Underwriters, Bryn Mawr, PA

Appraisal Studies

• Legal and Ethical Aspects of Appraising
• IRS Legal Guidelines in Valuation
• Research Methods for Appraisers
• Uniform Standards of Professional Appraisal Practice (USPAP)

Professional Experience 1967 - Present

• Insurance and Financial Consultant
• Engaged in the business of Financial, Insurance, Estate Planning and Appraisal services
• East Coast Division Insurance advisor to Legg-Mason Securities, 2003 - 2005
• Financial resource committee Kennesaw State Univ. 2002-2004, Atlanta, GA
• Board of Advisors, Business Division, JNF, New York City
• Prior Member-Development Board, American Red Cross-SE Division (Atlanta)
• Advisor for insurance services to Northwestern University

Various industry and trade awards and honors

Phone (408) 297-6302
Fax (408) 297-6303
alanb@thebreusgroup.com