Dixon Wells

Informations générales

Overview
Dixon Wells, Inc. is one of the fastest growing brokerage general agencies in the country. Founded in 2009, the firm represents the union of five organizations with a combined total of more than a hundred twenty-five years’ combined experience.
This depth of knowledge offers a unique blend of high tech and high touch, where long-term relationships are the key

In December of 2009, Conwell & Associates (Birmingham, AL) and Grice Financial (Charlotte, NC) merged and became Dixon Wells, Inc. In 2011, Hunt Financial (Columbia, SC) and Quantum Insurance (Nashville, TN) broadened the Dixon Wells footprint. In 2014, Dixon Wells acquired Special Service Agency (Richmond, VA). Last January, Rucker Company (Columbus, OH) merged with Dixon Wells, also bringing their Philadelphia sales office to broaden Dixon Wells nationally.

Dixon Wells was founded on the principle of delivering exceptional service that quickly and efficiently manages every step in the processing of life, long term care, annuities and disability insurance, melded with most stable and forward-looking products, carrier partners and point of sale assistance in the industry. Dixon Wells provides their partners with an unparalleled environment in which they can be of service to their clients.

Background
Conwell & Associates was founded more than half a century ago and developed an expertise in working with brokers. Under the leadership of its current principal, Bill Conwell, the Birmingham office of Dixon Wells has 30 years’ experience in working with broker dealers and banks, as well as wire houses and financial planning professionals.

In 1998, after more than ten years in the industry, Steve Grice founded Grice Financial. In addition to working with brokers and financial planners, the firm developed deep proficiency with broker dealers, financial planners, property
& casualty agencies as well as other non-traditional distribution channels. In 1996, when the Supreme Court cleared the way for banks to sell insurance, they were one of the first firms to develop those markets.

Hunt Financial Group was founded 30 years ago in Columbia, SC and is a full-­‐service brokerage general agency with an expertise in advanced market, multi-­‐platform specialization. Principal Ray Hunt has developed long-­‐lasting relationships both the wire house and traditional brokerage channels. A former trustee of the National Association of Financial Advisors, Ray is known for working with all channels on developing programs that build value.

Quantum Insurance of Nashville, Tennessee was founded 31 years ago as Benz & Associates. Current Dixon Wells principal Robert Flack acquired the business in 1997. When founded, the firm focused on working with property & casualty insurance agencies. Robert has enhanced the firm’s technology platform and has worked to broaden distribution channels into new areas such as financial planners, career agencies and community and regional banks.

Special Service Agency of Richmond, Virginia began serving brokers in the Mid- Atlantic region in 1979. Founded on the principles of providing personal attention, top products, strong underwriting and knowledgeable personnel, the agency was a perfect addition to the growing Dixon Wells family. Since its acquisition, the Richmond office has continued serving those ideals while bringing technology and a broader product portfolio to a growing group of financial professionals.

Rucker Company of Columbus, Ohio was founded in 2003 by John Rucker and David Kopelcheck. The business was built with the focus on the producer and placing impaired risk cases. John Rucker and David Kopelcheck brought many years of home office and agency experience together. In addition, David Kopelcheck is a member of the Risk Appraisal Forum, a very high-end study group with less than 20 members nationally. RAF meets with chief underwriters and medical directors of major life companies to discuss topics affecting life underwriting. The relationships garnered from the RAF membership distinguish us in the impaired risk marketplace.