Bob Klein is a respected distribution and product leader with more than 30 years of experience across carriers, BGAs, and independent channels. He is best known for designing Lincoln Financial’s groundbreaking MoneyGuard solution and spent 23 years at Lincoln in roles spanning underwriting, brokerage leadership, POS innovation for Smith Barney, and ultimately leading MoneyGuard to a billion-dollar business. Klein also held senior roles at Sun Life overseeing linked benefits, life strategy, and voluntary benefits; at Ash Brokerage as Head of Life Distribution; at Global Atlantic/KKR leading independent life and annuity sales; and at John Hancock. Most recently, he served as Partner and Head of Distribution at VIBE Insurance.
Bob Klein
Chief Distribution Officer
Bob Klein is a respected distribution and product leader with more than 30 years of experience across carriers, BGAs, and independent channels. He is best known for designing Lincoln Financial’s groundbreaking MoneyGuard solution and spent 23 years at Lincoln in roles spanning underwriting, brokerage leadership, POS innovation for Smith Barney, and ultimately leading MoneyGuard to a billion-dollar business. Klein also held senior roles at Sun Life overseeing linked benefits, life strategy, and voluntary benefits; at Ash Brokerage as Head of Life Distribution; at Global Atlantic/KKR leading independent life and annuity sales; and at John Hancock. Most recently, he served as Partner and Head of Distribution at VIBE Insurance.