Speaking Topics

The Holleman Company can discuss a range of topics to help you plan for the future:

  • Planning Opportunities in a Low Interest Rate Environment
  • Life Insurance Fundamentals - Product Structure, Design Features, and Funding
  • Private Placement Variable Life and Annuities - Product Appropriateness and Uses
  • Annuities: from 101 to the Complex
  • Click here for a complete list

These can be customized to fit interests. Further, we are able to fill between thirty minutes and two hours of time and are happy to attempt to fill CE requirements, upon request.

Our Team

The Holleman Companies is dedicated to providing the best service available through our collective efforts. Our cohesive team of diversely talented people is our most valuable resource.


Download VCard to add to your contact list Vernon W. Holleman, III, CLU
vernon@hollemanco.com

Vernon Wilson Holleman, III is the father of three, Vernon (12), Schuyler (11), and Mason (10); they live in the District of Columbia. The first Holleman arrived in Virginia in 1650 and Vernon's grandparents moved to D.C. in 1934.

Professionally, Vernon is the President of The Holleman Companies. He joined the firm in 1994. The firm is primarily focused in the areas of: wealth transfer and charitable planning, business succession, benefit liability planning, and executive benefits and disability; its roots are in the life insurance business. Vernon's grandfather was the general agent for Home Life in D.C. from 1934 - 1966. Vernon's father joined his father's Home Life agency in 1960 and started The Holleman Companies in 1978 to expand the planning he offered his clients. Vernon's interest in succession planning heightened after losing his father suddenly in 1999.

The firm is a member firm of M Financial Group, the nation's most successful insurance buying consortium. He is published with regularity in both industry (e.g. National Underwriting) and trade magazines (e.g. Trusts and Estates) and often speaks on the subject and importance of succession planning. He is active in his industry. He served as President of the District of Columbia Association of Insurance and Financial Advisors (DCAIFA) from 2003-2004 and is a member of the DC Estate Planning Council. Vernon hosts a series of Podcast interviews with business owners, e.g. Austin and Knight Kiplinger, on the topic of succession planning called the Holleman Business Succession Forum, which can be found on the firm's website (hollemanco.com) or through iTunes.

Vernon is a 1989 graduate of St. Albans School in Washington, D.C., and a 1993 graduate of the University of Denver where he received a B.A. in both Political Science and Public Policy. He is the Immediate Past President of the Downtown D.C. Kiwanis Club and served on the Board of Aidan Montessori School and the MedStar Research Institute Board, the research center of MedStar Health. He is Chair of the Planned Giving Committee (PGC) of The Washington National Cathedral and serves on the PGC at both National Cathedral School and St. Albans School, where he also serves on the Development Committee. He also teaches a course for St. Albans seniors titled Beyond the Close, which is part of the school's Career Day offering. Vernon is a Trustee of the Federal City Council and on its Executive Committee. He is also on the Executive Committee of the DC Police Foundation Board. He is an Everybody Wins! reading mentor and proud to be a Cub Scout Den Leader.

He is an avid Redskins fan, a political spectator, enjoys writing, and loves to hike, fish, and ski.

Download VCard to add to your contact list Elizabeth C. Holleman
(301) 656-8689, ext. 344
betsyholleman@hollemanco.com

Chairwoman / Chief Integrity Officer

Betsy Holleman, Chairman of the Holleman Companies and founder of the Women's Financial Security Group, has been a Washingtonian for over forty years. A graduate of National Cathedral School, she returned to Washington as a young bride and began her career on the staff of Congressman William E. Brock of Tennessee. Her community commitment commenced with the Junior League of Washington where she served as Community Vice President, worked as a facilitator and implemented a nation-wide strategy to bring membership diversity to that organization. From 1980 - 1992 she served on the Board of the Green Door and as its chair. She was a member of the Vestry at St. Columba's Episcopal Church, Senior Warden from 1993-1996, and Honored as Layperson of the Year in 1996. She was employed at the National Geographic Society as a development consultant for the DC Outreach Initiative and the Grosvenor Council.

Board memberships include The Choral Arts Society of Washington (Chair), The Smithsonian Women's Committee, Goodwill Industries and Perennial Garden Club. She is a member of the congregation of the Washington National Cathedral, serves on the Advisory Committee for the Cathedral Scholars Program and is a member of the Development Committee and the Flower Guild. In 2010 she received the Alumnae Award for Outstanding Volunteer Achievement from the National Cathedral School.

Betsy is devoted to her three children and five grandchildren, choral music and opera, the National Gallery of Art, travel to far-away places and Kiawah Island, flower arranging, the Cathedral, anything NPR can teach her and writing poetry.

Download VCard to add to your contact list Jeff Webb, CLU, ChFC
(w) (301) 656-8689, ext. 316
(c) (703) 593-8481
jeff@hollemanco.com

Jeff is the Director of Advanced Planning for The Holleman Companies. For over 30 years he has specialized in the areas of wealth transfer planning, executive benefit plans and business succession planning. He is recognized as one of the foremost experts on life insurance product design and application, particularly for high net worth individuals and corporate clients.

Prior to joining The Holleman Companies in 2004, Jeff served as a General Agent for two major life insurance carriers and also as a marketing officer for the Home Life Insurance Company. Jeff has devoted much of his professional career training other life insurance professionals and working closely with client advisors. He has also worked with the actuarial community to develop new products for non qualified deferred compensation and other executive benefit plans.

Jeff is a member of the Society of Financial Services Professionals and holds both a Chartered Financial Consultant and Chartered Life Underwriter designations. Prior to entering the life insurance business with his father's firm in Dallas, Jeff played football for the nationally ranked Oklahoma Sooners and received his BA in Insurance from the University of North Texas.

Download VCard to add to your contact list Elizabeth Holleman Brown
(301) 656-8689, ext. 344
ehbrown@hollemanco.com

Liz is our director of marketing and works part-time for the firm. When she is not here, she is busy looking after her son Henry and daughter Pope.

Liz was our director of new business and underwriting from the fall of 2003 until the spring of 2005. She joined the firm in the fall of 2003 after nine years in the non-profit development world. Most recently she worked as director of the Annual Fund for her alma mater Washington and Lee University. Prior to her time in Lexington, Liz headed up the membership department at The Phillips Collection, America's first museum of modern art located in Washington.

Liz and her husband Ben live in Bethesda, and beyond having fun with Henry and Pope, they enjoy skiing trips, cheering on the Redskins and all things related to W&L.