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Meet Our Team

As a financial advisor recommending a plan for clients involving insurance, you need a partner you can trust to provide sound advice and reliable client service. The IIC Team adds expertise, unparalleled client care and stability to your practice. At IIC, relationships are of the utmost importance.

Rob Barnes

Robert M. Barnes, CLU, ChFC, CWPP™ | President
With more than 25 years of experience in the insurance and financial services industry, Rob specializes in the use of life insurance for business and estate planning needs. As Founder and President of Integrated Insurance Consulting LLC, Rob partners with advisors to help them serve their client protection needs. Rob also serves as a Regional Vice President for One Resource Group.

Rob is a member and former board member and membership chair for The Greater Chicago Chapter of the Society of Financial Service Professionals. Additionally, Rob is a member of the South Cook County Estate Planning Council, and actively participates in an interdisciplinary study group involving professional advisors from the legal, accounting, investing and insurance fields. Rob regularly attends advanced planning seminars in his field, he is a CFP continuing education provider, and as a proficient public speaker, hosts educational events for advisors, as well as their clients, on a variety of insurance topics. Rob has also been quoted in and authored articles for several industry publications such as Advisor Today, NAPFA Advisor and Insurance News Net.

Rob is a graduate of The University of Illinois and holds the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College. In 2007, he obtained his Certified Wealth Protection Planner designation from the Wealth Preservation Institute.

Rob resides in Orland Park, Illinois with his wife Rita and daughter Cassandra. He currently serves as a board member and active fund raiser for Park Lawn, an organization dealing with special needs children and adults. He enjoys music, travel and being a dad.

 

Heather L Bullivant

Heather L. Bullivant | Support Specialist
Heather started her insurance career in 1997 as a case processor with Phoenix Life. She worked directly with underwriters to supply all necessary information for policy approval. She quickly advanced to an illustration and case support role, and then managed the entire office.

In 2004 she joined Rob at a brokerage general agency offering multiple carriers and products. She is the Senior Support Specialist for the IIC team. Her areas of expertise include: permanent life insurance and long term care illustrations and analysis, advanced underwriting prescreen with Carrier Match™ process and case design support. This role is demanding and requires advanced insurance knowledge along with an in-depth understanding of various computer and software programs.

Heather graduated Summa Cum Laude, from Northwood University in Midland, Michigan. She holds her life, accident, health and long term care licenses.

Heather resides in the Southwest Suburbs with her husband Dan & daughter Morgan. She enjoys cooking, travel, and spending time with family and friends.

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The information contained on this website is provided "as is" and does not constitute legal, accounting or tax advice. We are not acting as your attorney, accountant or tax professional. We encourage you to contact the appropriate professional for legal and tax information pertaining to your specific needs and circumstances.
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