Axos
Tom Yaeger is a seasoned finance professional with extensive experience in insurance financing and risk management. Currently serving as Managing Director at Axos Bank since April 2023, Tom collaborates with agents, brokers, and carriers to create innovative financing programs for various planning needs, including estate and retirement planning. Previous roles include Executive Vice President at A. I Credit Corp. from 1986 to 2009, managing sales and operational units in both property and casualty as well as life insurance sectors, and co-managing the development of Succession Capital Alliance, a leader in affluent life insurance sales. Tom's career also includes significant positions at AIG and First City National Bank. Tom holds an MBA in Finance and Computer Science from St. Edward's University, completed between 1979 and 1981.
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Axos
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Axos Bank (formerly BofI Federal Bank) is a technology-driven financial services company that provides a diverse range of products and services for personal, business, and institutional clients nationwide. We believe in liberating people from the constraints of traditional banking and challenging conventional wisdom. By giving people the tools they need to make real progress, we give them the freedom to focus on what matters most.