Samuel R. Lee, J.D., CLU, ChFC, AEP

Samuel R. Lee, J.D., CLU, ChFC, AEP

Registered Representative-Advanced Planning

Phone: (972) 774-0700 x 233
Fax: (972) 774-1652
E-mail:

A third generation family member of the life insurance industry, Sam Lee has more than 30 years of experience in providing products and services for estate and business insurance for affluent individual and corporate clients. Lee is a life member of the industry’s prestigious Million Dollar Round Table and has qualified for the organization’s distinguished Top of the Table and Court of the Table.  He’s an experienced public speaker and has been featured at numerous industry and company seminars and meetings.   In addition to his CLU, ChFC and AEP, he is also a Licensed Insurance Counselor [Texas] .

Sam entered the insurance industry in 1978, after five years in private law practice.   He has worked for other leading insurance and financial insurance companies.

 

Sam received a Bachelor of Business Administration with a double major in Insurance and Finance from the University of Texas at Austin in 1970.  He received a Juris Doctor degree from the University of Houston, Bates College of Law in 1973.

 

Sam is a member of NAIFA, The Society of Financial Service Professionals [formerly the American Society of CLU/Dallas Chapter], having served on the Board of Directors in 1993 - 1998 and as President of that organization in 1997, the Dallas Estate Planning Council* [serving on the Board of Directors 1991-1993 and 2003-2005], the Presbyterian Healthcare Foundation Planned Giving Development Council [2001-2008] and the Association of Advanced Life Underwriters [AALU].