Member of M Financial Group since October 1989.
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Let’s focus on your legacy with outstanding Life Insurance services.
Our experienced life insurance team provides sophisticated programs to affluent individuals, families, business owners and executives who won’t settle for off-the-shelf solutions. Your situation is unique and we want you feel confident about what you are leaving to your loved ones.
Life Insurance Advisors
Rob Hunt
LIC, CLU®
PRINCIPAL & CHIEF EXECUTIVE OFFICER
As Principal and CEO, Rob spearheads the vision and the pursuit of excellence at RSA. Rob is dedicated to building a business that serves clients, their organizations and families using the Golden Rule as the benchmark. Rob currently serves on M Financial’s Product Development Group (PDG) to help create and monitor life insurance products for distribution among M Financial’s member firms. Rob also serves on the board of Alongside, a ministry committed to providing counseling and care retreats for families in the Christian mission field. In addition to his duties at Rose Street Advisors, Rob serves a youth group leader at his local church and enjoys spending time with his wife, Erin, and their five children
Craig Platt
CLU®, CHFC®, CFP®, LIC
LIFE INSURANCE ADVISOR
Since 1974, Craig has worked extensively in the life insurance, employee benefits and investment areas at Rose Street where he assists clients in designing, implementing and monitoring their programs. In free time, Craig enjoys college football, traveling and golfing.
Mark Denenfeld
LIC, CLU®
LIFE INSURANCE PROFESSIONAL
Mark joined Rose Street in 2017 and helps clients with their estate, business succession, and family/business planning through the use of life insurance products. He has particular expertise in Private Placement Life Insurance (PPLI). In 2024 Mark obtained the Chartered Life Underwriter® (CLU®) designation.
He loves golf, skiing, hiking, and reading. Fun fact: Mark has both played and coached tennis at the collegiate level.
Zac Saltzgaber
LIFE INSURANCE PROFESSIONAL
Zac earned a Bachelor of Science in Finance, with a minor in Mathematics, from Taylor University. Zac joined Rose Street in 2025, where he works with clients on estate planning, business succession, and family business strategies using life insurance-based solutions.
Outside of work, Zac enjoys playing recreational sports, including golf, basketball, and softball, with friends and family. He also enjoys spending time outdoors with his wife, Hanna, watching sports, and relaxing at the lake.
The
Power of
M Financial
We are proud to be one of over 130 independent firms to qualify as a member of the M Financial Group. As a member firm of M Financial, we are able to give our clients access to a suite of life insurance products developed specifically for high-net-worth individuals, and only available through M Financial Group’s member firms. Our relationship with M Financial and M Partner Carriers allows us to better serve our clients from policy design and underwriting through delivery and ongoing maintenance.
An Equity Stake
M Financial Re, a reinsurance subsidiary of M Financial Group is owned by M member firms and reinsures a large percentage of member firm business. By investing more than $50,000,000 each year, M member firms have an equity stake in their businesses and a vested interest in their clients.
Benefits to our Clients
Because of equity stake in the business we place, we have access to data and experience (mortality, persistency, volume and underwriting) that allows partner insurance carriers to develop products exclusively for our clients. These proprietary products often perform better and cost less than shelf products offered in the general marketplace and allows for cost improvements on existing policies.
We are able to provide industry leading new products while honoring existing relationships at the same time.
Businesses
Buy-Sell Funding
Succession Planning
Key Person Planning
Deferred Compensation Plans
Disability Income Replacement Programs
Affluent Families
Estate Tax Planning
Estate Equalization
Wealth Transfer
Charitable Giving
Private Placement Life Insurance
Executives & Professionals
Supplemental Retirement Plans
Personal Life Insurance Planning
Disability / Income-replacement Coverage
Long-term Care Planning
Audits & Policy Review
Client circumstances and objectives are ever-changing as is the life insurance marketplace, which is why Rose Street Advisors has long been leaders in providing life insurance audits and reviews as part of our services. In addition, we provide reviews as a resource to other professional advisors such as CPAs, estate planning attorneys, family offices, independent trustees and Wealth Management Advisors.
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to get started?
