Ladd Tanner

President

Phone: (801) 590-3063
Fax: (801) 446-4332

Ladd Tanner is the President of Tanner Financial & Insurance located in Salt Lake City, Utah. Born in Tacoma, Washington, with current residence in Salt Lake City, Utah, Ladd’s professional life began in 1988 upon graduation from Brigham Young University with a BA in Economics. Ladd later moved to Los Angeles and entered the insurance business selling group and individual life, health and disability products. After a couple years in the business he joined Associates in Financial Planning Group (AFP Group) located in the Brentwood, Los Angeles area, where he greatly benefited from the mentorship of Arthur Kraus and Robert Levine for several years. At this time he went through an extensive financial services training program, subsequently passed the Series 7, and began selling securities in combination with insurance products. Over time Ladd built a loyal client base in the financial planning industry.

In 1993, Ladd opened an office for AFP Group in Park City, Utah and began building a new client base for the firm. At the time, Park City was a small town. Ladd introduced many big city ideas and strategies to this local market through CPAs and attorneys in the area. In 1995, Arthur Kraus sold AFP Group to become CEO of NAIFA. Arthur asked Ladd if he wanted to keep the Utah office and continue building clientele. Ladd was confident this opportunity was the beginning of future success. As a result, Tanner Financial & Insurance, Inc. was opened with the purpose of providing exceptional financial planning services to existing and future clients.

Several years later, Tanner Financial & Insurance has grown to include ten full-time employees who support that mission. Although the firm was started with a retail focus, much growth has occurred as a result of profitable GA relationships with several highly-rated insurance carriers. In the last four years we have focused significant energy in the premium financing arena of the life insurance business. Consequently, we have earned a stellar reputation for back-office ability to underwrite and place financed and/or advanced-strategy life insurance sales for our own clients and those of other agents. This expansion has allowed Ladd to further add value to wealthy individuals in all investment categories.