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WHO WE ARE

Life Insurance

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Thomas P. Danco

CLU, ChFC, Principal

Thomas P. Danco is the founder of TBG Danco, Inc. and The Employers Benefit Group, LLC. Over the past 30 years, he and the firm have concentrated their insurance expertise in estate planning, health & welfare benefits and deferred compensation programs. Many of the firm's clients are the founders and owners of private and closely-held public companies, or large block shareholders of mid to large cap public companies.

Through pioneering The Executive Benefit Exchange® and SERP SWAP®, Tom has developed a reputation as a technically fluent insurance professional for those who advise wealthy individuals. In 1998, the firm merged with TBG Financial, one of the country's largest firms serving the non-qualified executive benefits market, where Tom headed the wealth transfer practice. With the Prudential Insurance Company’s acquisition of TBG Financial, the company was reacquired by Tom and the management team.

Tom graduated with a B.A. from Lafayette College. The CLU and ChFC designations are from the American College.

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Neil Alexander

Senior Vice President

Neil Alexander joined Tom Danco at TBGDanco, Inc. over 15 years ago to help provide customized wealth transfer solutions to clients of the firm as well as affluent persons and families introduced to the firm by their other professional advisors.

Neil was an early Certified Financial PlannerSMdesignee, taught taxation and investments in the CFPSM program at the University of Southern California, and has lectured on insurance and finance at the Andersen School of Business at UCLA as well as UCLA Extension.

Neil has been a prolific contributor to professional journals. Amongst other writings, Neil was the Insurance Editor for the Journal of Accountancy for a period of time. His articles may be found at the Journal of Accountancy website.

Neil is a continuing education provider for the Los Angeles County Bar Association, the AICPA. The California CPA Society, the Beverly Hills Bar Association and several private providers of continuing education for the insurance, legal and accounting professions.

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Doug Tarlton

CLU, ChFC, CFP, Senior Vice President

Doug Tarlton is a Senior Vice President with The Employers Benefit Group, LLC and has more than 33 years of experience in the financial services industry. He specializes in advising clients and financial consultants on using insurance solutions for funding strategies to accomplish planned giving, estate and business objectives planning.

As part of his responsibilities, Doug works with the firm's clients to develop retirement plans for businesses. Doug works closely with clients' financial and legal advisers to establish appropriate wealth planning and insurance strategies. Doug leads seminars for financial consultants on estate planning and business succession topics, and he assists charitable organizations in advising their donor bases on gaining tax advantages through their financial support.

Doug holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations and the CertifiedFinancialPlanner® certification. He also holds licenses from various states.

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Steve Pike

Director of Operations

Steve Pike has worked in the insurance industry for 26 years. In his role as Director of Operations he oversees a variety of departments at The Employers Benefit Group, LLC including individual life, new business and underwriting as well as policy case design.

Steve joined the firm in 1995 and has extensive experience in management, underwriting and plan design. He is also responsible for the development of internal processes and procedures for TeBG’s day to day operation and firm management.

Steve’s extensive knowledge in client and carrier relations, marketing and strategic and technical planning has established creditability with clients, carriers and employees as an expert in the insurance industry.

Steve graduated from Cal State Northridge with a Bachelor of Arts in Economics.

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Steve Lauer

Director of Advanced Analytics

Steve Lauer is the Director of Advanced Analytics with The Employers Benefit Group, LLC. Steve has over 38 years’ experience in the life insurance industry. His expertise is in benchmarking life insurance products, premium finance and creating spread sheets for client presentations.

Prior to joining the firm he was responsible for the design and implementation of premium financing plans with life insurance products for the last 15 years.

Steve holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFc) designations.

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P. Frank Norton

CLU, ChFC, CLF

Frank is a high energy, dedicated executive who drives change, builds production, and has generated highly technical successful producers.  Hi teams are solution-oriented client service agents who maintain strong ethical standards.

With 40 years of experience, Frank is a nationally recognized expert in life insurance sales distributions with a focus on high net worth individuals, family offices, and sophisticated   business owners and executives.

Using his John Wooden leadership style, Frank has created well integrated teams and organizations noted for high standards, exceptional performance and strong profitability.

In addition to his professional designations, Frank continues to have great working relationships with insurance executives and national recognized estate planning attorneys and accomplished CPAs.

Professional expertise aside, Frank has been a leader of many industry, charitable, and professional organization.  He was the first president of an inner city private school support group.  Frank resides in Aliso Viejo with his wife of 46 years, Mary Ann.  He enjoys sports and spending time with his two granddaughters.

Employee Benefits

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Greg Perez

Senior Vice President

Greg has over 35 years of employee benefits consulting experience, in all areas of employee benefits including health and welfare plan design, self-funding, special retiree plans, consumer driven plans, flexible benefits, managed care plans, alternative funding arrangements, and elective benefit programs. Greg has also served as national adviser with national consulting firms for client matters affecting religious institutions and multi-employer plans. He has worked with several national accounts in the food, transportation and hospitality industry.

Greg is a frequent speaker for the International Foundation of Employee Benefits (IFEBP). He has also been an instructor for both the Certified Employee Benefits Specialist (CEBS) program and the Trustee Master Program (TMP) for the IFEBP/Wharton School since 1980. In addition, he has served on the faculty for employee benefit subjects with UCLA Extension and the College of Financial Planning (CFP). He has served as the past president of the Southern California Employee Benefits Planning Association and is Co-Founder and first President of the San Diego Employee Benefits Association. He has also written articles for Business Insurance, the International Foundation of Employee Benefits and the Los Angeles Business Journal. He has served on the board of directors for Notre Dame Academy, Los Angeles and is currently on the board of advisors for The Jesuits and The Carmelite Sisters of the Most Sacred Heart of Los Angeles.

Greg received his Bachelor of Arts degree from Loyola Marymount University, Los Angeles and his Juris Doctor from the University of La Verne/San Fernando.

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Alan Haynes

Senior Vice President

With more than 20 years of benefits sales, consulting and benefits administration experience Alan offers clients a deep understanding of health and welfare strategy and program implementation as well as expertise related to HR and Benefits Process Outsourcing. Alan has extensive experience in consumer driven plans, flexible benefits, managed care plans, self-funded benefit plans, and elective benefit programs. His background includes sales, sales management and operations experience with major insurance carriers, and benefits administration outsourcing firms including Cigna, UnitedHealthcare and Hewitt Associates, LLC.

Alan is responsible for consulting with clients on health & welfare strategy, program implementation and management. His responsibilities at the firm also include the co-sourced benefits administration services provided to clients. He is a frequent speaker on corporate wellness initiatives, benefits administration co-sourcing and emerging trends in the corporate benefits arena.

Alan graduated with a Bachelor of Science degree in Finance from the University of Maryland. He and his family live in Los Angeles, CA.

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Alexis Fleet

Director, Benefit Administration

Alexis is responsible for TeBG’s Employee Benefits Division Administrative Group. She joined The Employers Benefits Group, LLC in November 2007. With over 15 years of experience, and having held various positions in Human Resources, Alexis oversees the administration of medical, dental, vision, group life and group disability solutions. Having been a Human Resources manager in her previous role, Alexis brings unique insight into meeting our clients' benefits needs. Her dedication and knowledge of the industry provides our clients with creative ideas and strategies to support their needs and employee benefits goals.

Alexis received her Bachelor of Science Degree in Administration and Finance from California State University, Northridge.

Absence Management

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Paul M. Botkin

Principal

Paul M. Botkin is a Principal responsible for Consulting Operations for Integrated Absence Solutions (IAS), a wholly owned subsidiary of The Employers Benefit Group, LLC. Paul has 35 years of experience advising clients on the design, funding and administration of integrated disability and life insurance programs. Paul works with both public and private sector clients ranging in size from 50 to 300,000 employees.

Prior to joining The Employers Benefit Group, LLC, Paul built and managed consulting practices devoted to life and disability management programs for William M. Mercer, Ernst & Young, LLP, PricewaterhouseCoopers, LLP and Aon Consulting, Inc.

Paul received a B.A. in Accounting from Ohio Wesleyan University and is licensed in the state of Texas for Insurance.

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