About Brian Dillon
Brian Dillon is an independent life insurance and tax-free retirement specialist based in Berwyn, Illinois. Before moving into financial services, Brian spent years in a corporate technology career at IBM — an experience that revealed firsthand how easy it is to reach mid-career without a real safety net or a tax-efficient retirement plan in place.
Today, Brian works directly with business owners and high-income earners to design strategies using indexed universal life (IUL), whole life, term life, annuities, Roth conversions, living benefits, buy-sell agreements, key man insurance, and executive bonus plans.
Areas of Focus
Indexed Universal Life (IUL)
Tax-advantaged growth with downside protection.
Whole & Term Life Insurance
Straightforward protection built around your budget and goals.
Annuities
Guaranteed income strategies for retirement.
Roth Conversions
Strategic planning to reduce lifetime tax exposure.
Living Benefits
Access to coverage while you're still living, in the event of critical or chronic illness.
Buy-Sell Agreements
Protecting business partnerships with funded agreements.
Key Man Insurance
Protecting your business against the loss of essential people.
Executive Bonus Plans
Tax-advantaged compensation strategies for key employees.
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Contact
Berwyn, IL 60402