Cliff Layfield, CIC,ARM

Partner | Senior Vice President | Personal Risk Services @ USI Insurance Services

About

With over 45 years of experience in the insurance industry, I am a trusted advisor to high-net-worth individuals and families who need a comprehensive and customized personal risk management plan. As the Senior Vice President of Personal Risk Services at USI Insurance Services, I work with clients to identify, analyze, and mitigate their exposure to various risks, such as property damage, liability, cybercrime, and natural disasters. I leverage my credentials as a Certified Insurance Counselor (CIC) and an Associate in Risk Management (ARM) to provide expert guidance and solutions that protect the clients' wealth and assets in the most cost-effective manner. I also build strong relationships and strategic partnerships with leading insurers, brokers, and financial planners to ensure the best coverage and service for the clients. My goal is to help my clients achieve peace of mind and security, knowing that their personal risk is well-managed and minimized.

Country

United States

City

Dallas

Industry

Insurance

Skill

Team Building, New Business Development, Strategic Partnerships, Risk Management, Business Planning, High Net Worth Individuals, Leadership, Strategic Consulting, Property & Casualty Insurance, Insurance, Financial Planners, Wealth Management Services, Family Office, Networking, Financial Risk, Claim, Estate Planning, Strategic Financial Planning, Liability, Management

Experience

Partner | Senior Vice President | Personal Risk Services

USI Insurance Services

2021-1 - Present · 5 yrs 9 mos

Dallas-Fort Worth Metroplex

I work with successful families to design and implement a cost effective P&C component of their Asset Protection program.

Vice President, Private Client Insurance Advisor

IMA Select LLC

2015-10 - 2020-12 · 5 yrs 3 mos

Dallas/Fort Worth Area

IMA Select is an insurance advisor for businesses and individuals. We educate and advise clients on safeguards for their workplace and wealth and have built our business around helping others. As part of the IMA FInancial Group, the 6th largest independently owned broker in the United States, IMA Select’s clients leverage national resources and teams designed from the ground up to provide exceptional service and a detailed approach to risk.

Vice President

WTW

2010-6 - 2015-10 · 5 yrs 5 mos

Dallas/Fort Worth Area

Senior Personal Risk Advisor for HNW Personal Insurance solutions

Executive Board, Board of Directors, Corporate Partnership

Financial Planning Association (FPA®)

2010-1 - 2014-12 · 5 yrs

Dallas/Fort Worth Area

Board of Directors, Director of Corporate Partnership, January 2014 - December 2014 Chairman, January 2013 - December 2013 President, January 2012 - December 2012 President-Elect January 2011 - December 2011 Board of Directors, Director of Corporate Partnership, January 2010 to December 2010