RETIREMENT PLANS
– Our People –

Dave Verhille, CLU, ChFC, CEBS
(319) 739-1304

Designations
Chartered Life Underwriter
Chartered Financial Consultant
Certified Employee Benefit Specialist

Title
Principal, Personal Financial Planning Specialist

Specialty
Dave is the General Agent and President of Verhille & Associates, the Life Insurance division of TrueNorth Companies.  His expertise includes estate planning, wealth transfer strategies, business transition planning, and deferred compensation markets. 

Dave entered the insurance business while an undergraduate student at the University of Denver.  After earning his MBA from the Wharton School at the University of Pennsylvania he joined his father, Bob Verhille’s agency.

Education
University of Denver
M.B.A. Wharton School University of Pennsylvania

Industry Awards/Community Involvement
Dave is a Life Qualifying Member of the Million Dollar Round Table, a member of the Advanced Life Underwriters, and a member of the Cedar Rapids Estate Planning Council.  Dave is also a member of Kansas City Life’s General Agent’s Advisory Council and Chairman of the Product Committee.

Scott Klahn
(319) 739-1203

Title
Personal Financial Planning Specialist

Specialty
Scott’s goal as a personal financial planner is to assist his clients in creating their own unique roadmap to financial success.  By understanding his clients’ financial goals, Scott can provide them with the tools and information necessary to make informed and sound investment decisions along the path to making their financial goals a reality.  Scott specializes in insurance and financial services, and qualified retirement plans for small businesses.

In addition to his experience in personal financial planning, Scott has also managed financial services and project managed software development for a large, multinational corporation.

Education
B.A., University of Northern Iowa

Bob Payne, CLTC
(319) 739-1427

Designations
Certified in Long-Term Care

Title
Personal & Executive Financial Planning Specialist

Specialty
Bob's primary focus at TrueNorth revolves around personal financial planning, concentrating on individual and group long-term care, life insurance, annuities, variable products, and mutual funds.  He has been in the insurance industry since 1990.

Education
B.A., University of Iowa

Securities offered through Sunset Financial Services, Inc. (SFS), a wholly-owned subsidiary of Kansas City Life Insurance Company.  Home Office: 3520 Broadway, Kansas City , Missouri 64111.  Tel: (816) 753-7000 (OSJ)  Member NASD/SIPC. SFS is not affiliated with Verhille & Associates, A TrueNorth Company.