Home | Our Consultants | Charles McAleer

Charles F. McAleer, III

MA, CLU, ChFC, RHU, LLIF, CRPS, CFC

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Phone: (972) 980-0088

508 Twilight Trail, Suite 200
Richardson, Texas 75080

Charles F. McAleer, MA, CLU, ChFC, RHU, LLIF, CRPS, CFC

Consulting Experience

  • Life Insurance
  • Agency Operations
  • Agency Standards and Practices
  • Pensions and Employee Benefits
  • Health Insurance
  • Disability Income Insurance
  • Critical Illness Insurance
  • Patient Administration

Mr. McAleer has more than 30 years of experience in life and health insurance sales and marketing and an extensive home-office-management background. Prior to entering the financial services industry, he spent 11 years in health-care administration as a patient administrator and retired from the Army reserves as a lieutenant colonel, Army Medical Service Corps. Among his assignments as an administrator was one at The Army Institute of Surgical Research (Burn Unit), Brooke Army Medical Center.

His background in financial services includes expertise in the supervision of career, independent agent, brokerage, Managing General Agency (MGA) and Insurance Marketing Organization (IMO) distribution systems. He has held positions with insurance companies as senior vice president of sales and marketing, vice president of agencies and president of a brokerage company. He also has experience in the distribution of variable products and has served on the board of directors of a company broker-dealer.

Mr. McAleer is a Certified Forensic Consultant (CFC) and consults and testifies as an insurance expert witness, especially in life and health insurance matters.

For more information or a full CV, please contact John Oakley.