Profit from

our experience.

Meet the founders of Level 5

Bob Mariotti, CLU, LUTCF

Owner and managing partner

Bob’s professional experience includes several years as a high-level producer in insurance and securities. He has also served as Manager of Training and Development for a major insurance company, and as a Regional Vice President of Sales for annuity marketing for two major insurance companies. He has
mentored hundreds of top producers and is highly regarded among his peers in the
financial services industry.

Bob’s major accomplishments include:

• Moving his sales team from the bottom 5% of his company to the top 20% in just two years

• Doubling the size of his securities branch in less than 18 months

• Increasing life and annuity premium in his region by over 350% over four years

Dennis Mulligan, CLU, ChFC

Owner and managing partner

Dennis offers expertise in sales, marketing, strategic business planning, business
development, and strategies for increased productivity. He holds a bachelors degree from Marquette University and completed the Northwestern University Kellogg
Graduate School of Management Executive Marketing Program. He has worked as a sales executive and team leader at Fortune 500 companies, and as a marketing and advisor training executive.

Dennis’ major accomplishments include:

• Personally coaching over 200 of top

producers in the development of their

advisory practices, realizing a 70%

increase in production

• Increasing sales more than 100% over

2.5 years at an award-winning firm

• Tripling life insurance sales results at a

Fortune Global 2000 company