Barry D. Flagg, CFP®, CLU, ChFC

Barry D. Flagg, CFP®, CLU, ChFC

Barry D. Flagg is the inventor and founder of Veralytic^®, Inc., the only patented online publisher of life insurance pricing and performance research and product suitability ratings. Veralytic is the product of his unique background as both the youngest Certified Financial Planner (CFP®) in history schooled in the investment business, as well as a life insurance practitioner consistently ranked in the top 1% of the industry. His experience in both financial product analysis, life insurance sales and marketing, and his success in managing large life insurance portfolios for affluent individuals and growth companies, brings an unparalleled advantage to his presentations.

Barry is a recognized expert in applying Prudent Investor principles to life insurance product selection and portfolio management having addressed the national conferences of HSBC Bank/WTAS, Grant Thornton, the Academy of Financial Services (AFS), and many of the largest independent distributors of life insurance in the U.S. (see Engagements).  He has also been published by the ABA, AICPA and Fiduciary & Investment Risk Management Association (FIRMA), cited by ALI/ABA reference text (see Articles & Citations), guest lectured at Texas Tech University and the Wall Street Academy and appeared on national internet radio shows for a number of the largest insurers in the U.S.

Barry is also a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Cum Laude graduate of the W. Paul Stillman School of Business at Seton Hall University.  Barry has been on the CFP Board's Disciplinary and Ethics Commission, an adjunct faculty member of the College for Financial Planning, recognized in Who's Who in Finance and Industry and Outstanding Young Man of America, and is a member of the Society of Financial Service Professionals (SFSP), the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), the Million Dollar Round Table (MDRT), the Association of Advanced Life Underwriters (AALU), and the Beta Gamma Sigma National Scholastic Honor Society.

Registered Representative with Kestra Investment Services, LLC