2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
BREAKOUT
Brad Barros
Director
A Deeper Dive Into Advanced Tax Planning: Impacts on the Exit and Transition
CONNECT ON LINKEDIN
Brad Barros brings over 37 years of leadership experience in risk management to resolve complex issues and pioneer industry advancements.
As President of Specialty Assurance Group Ltd., a modern private placement life insurance company, and...
ABOUT BRAD
Brad Barros brings over 37 years of leadership experience in risk management to resolve complex issues and pioneer industry advancements.
As President of Specialty Assurance Group Ltd., a modern private placement life insurance company, and Director of both Specialty Wealth Advisory, LLC and Global Specialty Group, LLC, his extensive experience includes founding and steering various life and casualty insurance carriers that focus on developing curated solutions for complex challenges facing family offices, high-net-worth entrepreneurs, and professionals in entertainment and sports.
Brad is a faculty member at the Exit Planning Institute.
An alumnus of the University of Delaware, Brad is passionately committed to philanthropy, actively supporting the B+ Foundation and Casey Cares Foundation in fighting childhood cancer.