WHY KAZSOURCE EXISTS

KazSource, your insurance group for life, was founded on a legacy we hope to pass on to others. Our founder, Eric Kasimov, was inspired by his grandfather, who built and owned an insurance group. He, and many others we admire, blazed the path. Since then, of course, the business world has changed. Small businesses are able to thrive like never before. The distribution of life insurance has changed and will continue to do so—we’re really excited to be at the forefront of this opportunity.

 

KazSource is not like other insurance brokerage groups, and that is by design. There is a real need for what we do in the insurance marketplace of today. We personalize our approach so that our services fit smoothly into your existing business plan. We’re a nimble, entrepreneurial small business, and we draw on long-standing relationships in the industry to give our clients top-quality service.

 

Our work builds on the achievements of those who went before us, and we’re also building for future generations. We want to support those we work with to create legacies for their own children. What we do and how we do it is important, but why we do it—that is why KazSource exists today.

OUR TEAM

People and relationships are everything. We are proud of the team we built at KazSource.

Eric Kasimov

President

Eric Kasimov, President of KazSource Inc., collaborates with select financial service advisors providing a unique, experienced skill-set that encompasses both point-of-sale and wholesale distribution of life insurance. With his team, Eric passionately ensures through dedication, resourcefulness and creativity that his clients take full advantage of the best the industry has to offer. With over 15 years […]

Shane P. Snively MBA, RFC®

Partner & COO

As Operations Manager & Business Strategist Consultant of KazSource Inc, it is Shane’s responsibility to manage all associates, oversee business planning and the financials of the firm. Shane has remarkable skills on focus, process management, client relations and technology. Many would describe Shane as a life insurance advanced markets specialist as can be seen from […]

Mitch Long

Sales Vice President

Mitch Long has long been a highly accomplished insurance producer. During his time at Crump Life Insurance Services & CNA, he achieved the highest level of success including Top Producer and President’s Club. He was always the most consistent producer. No one hustles more than Mitch, as proven by the activity award he receives on […]

Mark Heath

Sales Vice President

Mark Heath, Sales Vice President of KazSource Inc, is a former advisor of Merrill Lynch, where he worked as a wealth manager and private equity manager for four years. His experience creating financial plans for families and corporations showed him how important insurance is and taught him how to navigate the conversation with clients. At KazSource, Mark specializes in helping […]

Justin Stainback

Sales Associate

Justin Stainback is a Graduate of East Carolina with a B.A. in Marketing. He started his insurance career as an independent adviser in 2003 at a wealth management firm. In 2007, he was recruited by Crump Life Insurance Services. Justin is now an Sales Associate with KazSource Inc. He focuses on insurance strategies for wealthy individuals […]

Elizabeth Mujal

Case Manager

Elizabeth oversees the case management and underwriting department at SouthCap/KazSource. Elizabeth possesses strong carrier relationships, a deep understanding of how to navigate the medical and financial underwriting landscape, and serves as the primary contact for all new business related matters. Elizabeth is a native Washingtonian who graduated from the University of Maryland, College Park with […]

Kyle Green

Analyst

Kyle is the firm’s life insurance product specialist and is primarily responsible for case design and illustrations. A graduate of the University of Georgia with a B.S. in Mathematics and an emphasis in Actuarial Science, Kyle brings a strong quantitative and computational skill set to the team. His ability to analyze product features and implement […]

Scott Upton

Project Manager / Administrative Assistant

As the Project Manager & Administrative Assistant to the President, Scott’s role encompasses many aspects of the company’s operations. Graduating from Liberty University with Cum Laude honors, he brings to KazSource critical skills in project management, IT (including website and social media management), customer service, and much more. With his strong analytical and organizational skills, […]

Partnering with SouthCap Brokerage Group

Additional support including contracting, shared resources, commissions, platform support, advanced planning, broker/dealer services provided by SouthCap Brokerage Group LLC.

J. Kavanaugh Tucker

Premium Finance & Planning Specialist

Prior to founding SouthCap Brokerage Group, Kav was a Vice President at Credit Suisse in their Longevity Markets Group. At Credit Suisse he focused on longevity & mortality products. Previously, he spent two years with Highland Capital Brokerage and five years with Capitas Financial as a third party consultant for advanced wealth and business transfer […]

Luke Kaplan

Market Analytics Specialist

As a Principal of SouthCap Brokerage Group, Luke brings a diverse insurance background to the firm. He started his career at Arthur J. Gallagher & Co., where he specialized in alternative risk transfer solutions for middle market corporations. He then joined American Business and Professional Program, a boutique life insurance and estate planning firm. His […]

Jeremy Bird

Ancillary Markets Specialist

Jeremy is in charge of managing SouthCap’s key corporate relationships with family offices, regional banks, local attorneys and career agencies. Prior to joining SouthCap, Jeremy was as an independent life and health insurance broker where he helped commercial and private clients with their benefit and insurance needs. He is licensed in 46 states and represents […]