Dean Burri, Esq., LL.M., LL.M.

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As an attorney licensed in Florida and Washington, D.C. with practice areas of Taxation, ERISA and Employee Benefits law, as well as an insurance agent that is licensed and practicing in all 50 States and U.S.V.I.; Dean brings unmatched experience and perspective to challenging legal and insurance circumstances. 

Accomplishments

  • ~ BA- Management, Sacred Heart College
  • ~ Juris Doctor – St. Thomas University Law School
  • ~ Certificate in Taxation – St. Thomas University Law School
  • ~ LL.M. in Taxation – Georgetown University Law Center
  • ~ Certificate in Employee Benefits – Georgetown University Law Center
  • ~ LL.M. in Employee Benefits – John Marshall School of Law 
  • Member of U.S. Tax Court
  • Registered Securities Principal/Supervisor CRD# 1559426 (inactive)
  • Soaring Eagle Producer (5 Times)
  • Mutual of Omaha Producer of the Decade
  • Mutual of Omaha Leading Producer of the year (4 Times)
  • Only 12 time Mutual of Omaha award qualifier
  • Shenandoah Life Top Producer in USA (3 times)
  • Shenandoah Life Quality Producer in USA (3 Times)
  • Shenandoah Life Leading Agency in USA (1 Time)
  • Federal Life Second Place Leading Agency (1 Time)
  • Trustmark Life Leading Producer
  • Million Dollar Round Table (life insurance sales award)

Speaking Engagements & Media

Dean has advised Senate committees, outside counsel, as well as hundreds of private corporations and non-profit organizations on issues ranging from Healthcare reform to employee benefits law.  Dean is an accomplished speaker and an experienced advisor.  He is available to speak on the following wide range of topics and can provide entertaining and informative in-person, conference call, and webinar delivery formats.

  • E.R.I.S.A.
  • Employee Benefits Law
  • Health Plan Strategy Formation
  • 125 & 105 Plan Strategies
  • ACA’s Foreign Language Requirements

  • Affordable Care Act Compliance
  • Taxation of Non-profits
  • Best Practices of Self-Funded Health
  • Total Compensation Strategies
  • ACA Deadlines and upcoming Penalties

  • Executive Tax Strategies
  • ACA’s new role for Insurance Agents
  • Understanding Control Groups
  • Are your plan documents current?
  • ACA, ERISA and the Windsor decision

Please complete the form below to inquire about Dean’s availability to speak at your meeting, conference or event.  Mr. Burri can also provide direct, strategy and planning advice to individual organizations upon request.

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