BBB Accredited Business Profile

Disciplined Advisor Network, Inc.

Disciplined Advisor Network, Inc.

(203) 359-4990

Disciplined Advisor Network, Inc.

8 years in business
11 Forest St Ste 201
New Canaan, CT 06840-4745
Fax Numbers
  • (203) 359-4989
Additional Email Addresses
Additional Website Addresses
BBB File Opened: 07/22/2013
Business Started: 01/05/2010
Business Incorporated: 01/05/2010 in CT
Type of Entity
Business Management
  • Mr. Robert K. Strauss, President/CEO
Business Category
  • Life Insurance
  • Loan Originator
  • Financing Consultants

Service Area
We service the following area(s): Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Industry Tips
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



Disciplined Advisor Network, Inc. is an insurance consulting firm offering independent life insurance agents training, education and sales support with regard to various life insurance products, programs and concepts created and/or supported by the Network. The Network is best known for the leveraged life insurance program called Self-Financed Insurance or SFI, including Financed SFI, Private SFI and Asset Based SFI. Agents are generally charged a percentage of commissions earned for administrative and support services provided. Neither the Network nor any of its principals or employees sells securities or gives legal, tax or investment advice.

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BBB Reason for Ratings

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Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Disciplined Advisor Network, Inc.

Disciplined Advisor Network, Inc.


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