Our History

Endow was formed in 1978 by its principals, Thomas L. McLeary, CLU and Ann E. Smith, PHD, to provide insurance coverage for their corporate clients that could not be purchased through their primary life company, the Prudential. The business grew at such a phenomenal rate that Endow was incorporated in 1982. In 1982, Endow began targeting larger business organizations. Endows primary focus had been on professional corporations and the expertise of its principals was out-growing that marketplace.

In 1983, Endow, Incorporated formed a joint venture relationship with Rummel Associates. Rummel Associates was a 46-year old property and casualty agency. Endow felt it needed to also provide professional services in the property and casualty area for its clients. Endow elected to form a joint venture relationship with an existing agency that provided superior service instead of forming its own organization. That relationship flourished and many commercial accounts were subsequently acquired. The two most recognized accounts are the Chicago Housing Authority’s property coverage, and Endows participation on the general liability and property coverage of the construction of White Sox stadium.

Endows employee benefits business expanded rapidly in the mid-80. In 1985, Endow won a competitive bid for the consulting contract to review and redesign the Chicago Housing Authority’s Health and Dental Program. This project was completed in late 1985 and Endows work generated approximately $400,000 in annual savings for the Housing Authority.

In the late 80’s, Endow expanded its business to include executive compensation. These plans included Insured Salary Continuation plans, Split Dollar Life Insurance programs, Executive Disability programs, and Group Life Replacement programs. For its closely held businesses, Endow became an expert at Business Succession Planning, Estate Planning, and Retirement Planning.

Executive Team and Partners

Thomas McLeary, CLU - President of Endow, Inc.

Thomas McLeary, CLU

Thomas L. McLeary, CLU is President of Endow, Incorporated, a multi-line insurance services company which he co-founded in 1978. The firm specializes in insurance planning and benefit management for a client base which includes public entities, small and large private corporations and individuals with large net worth. In 1992, McLeary was one of four individuals who formed the Premier Network Service Group. Premier is the first national African American property and casualty and financial services firm.

Prior to founding Endow, Incorporated, McLeary was a successful agent and sales manager for Prudential Insurance Company of America. During his 13-year career with Prudential, he was a consistent multi-million dollar producer and for several years served on the company’s National Pension Advisory Board. While at Prudential, he earned numerous insurance industry and company awards, including being named three years consecutively, 1975-1977, Hyde Park Agency’s “Agent of the Year” and President’s Citation Winner.

A recognized leader and contributor to his profession, McLeary has been a qualifying member of the Million Dollar Round Table for 29 years and has served on numerous committees. He became the first African American to be elected president of the Chicago Association and the Illinois Association of Life Underwriters. For his years of outstanding contributions, in 1987 he received the Chicago Association’s highest honor, “The Distinguished Service Award”. In 1996, he received the Chicago Chapter of CLU and ChFC highest award “The Heubner Scholar”, becoming one of only 7 individuals to receive the Distinguished Service Award and Heubner Scholar. He served 4 years on the Board of Directors of the 80,000 member National Association of Insurance and Financial Advisors. In recognition of his knowledge and accomplishments in the insurance industry, McLeary is often invited by insurance companies and associations to speak on the areas of his particular expertise; financial, pension and estate planning for the professional, and employee benefit planning for corporations.

He also contributes generously to his community having served on the Executive Committee of both the Chicago Minority Business Development Council and the National Minority Supplier Development Council and has chaired its National Minority Business Input Committee. He has served on many charitable and corporate boards including the Chicago Girl Scout Council, Lincoln Park Zoo, the Alliance of Business Leaders and Entrepreneurs, the American College in Bryn Mawr, PA, New Century Packaging, and Strides Communications.

A graduate of the University of Illinois at Champaign Urbana, McLeary earned his Bachelor of Science degree in 1965. He received the Chartered Life Underwriter distinction in 1972 and has completed advance study in financial sciences at the American College, Bryn Mawr, Pennsylvania.

Tom resides in Chicago with wife, Bunnie and children, Tiffanie, DeAnna, and Thomas.

Unis Davis, CLU - Vice President of Endow, Inc.

Unis Davis, CLU

Unis P. Davis, CLU is Vice-President of Endow, Inc. He began his insurance career in 1984 while working as a bank loan officer. In 1987 he transitioned to full time financial planner and has continued in that role since then.

He began working in life insurance brokerage specialist role insurance wholesaler) in 1994 and has grown that part of his practice since that time. Brokers are attracted to Mr. Davis based on his expertise as an underwriter of large life insurance policies. He has worked on the cutting edge of the industry to build alternative means of managing life insurance needs for sophisticated clients.

Unis is active as an alumus of the Unversity of Chicago where he studied Economics. He is a member of the Visiting Committee for the College of the Uniersity of Chicago Board of Trustees. He is active member of his church where he recently lead a campaign to raise the final $1 million of a $6 million project. The campaign collected over $829,000 in pledges on the first day.

Jim Patrician - Senior Vice President of Coordinated Benefits Company, LLC.

Jim Patrician

As Vice President, Jim is responsible for overall operations, sales and management of the services infrastructure.

With more than seventeen years of valuable experience, Jim has amassed extensive industry knowledge and has a proven track record in utilizing various funding alternatives, benefit designs and experience rating techniques in order to provide effective solutions for benefit programs. From April 1996 until joining Coordinated Benefits Company on June 7, 2006, he was vice president of Insurance Plans Agency, Inc. Prior to 1996, he was a member of the Managed Care Division of The Prudential and then with Rush Prudential following the merger of the two organizations.

Matthew Cooper - President of Inner-City Underwriting Agency, Inc.

Matthew Cooper

An agency created to pursue a mission of improving quality and lowering cost of insurance in the urban market.

John F Nichols - President of Disability Resource Group, Inc.

John F Nichols

John F. Nichols serves as President of Disability Resource Group, Inc.; a retail and brokerage provider of income, business and asset protection products and consulting.

He has designed and implemented disability strategies for 2,000+ person groups to single executive high limit programs. His creativity resulted in the development of a disability HIV product for medical students and residents.

John is actively involved in the following industry organizations: Million Dollar Round Table, Association of Health Insurance Advisors, GAMA International, Society of Financial Service Professionals and National Association of Insurance and Financial Advisors, which he currently serves as a national board trustee.

In 2007, NAIFA Chicago awarded John the Leadership in Life Award. The award recognizes the leadership and values in which a person lives professionally, personally and publicly as an example for others to follow.

John serves as President of Disability Resource Group Foundation and is a member of the Million Dollar Round Table with three Court of the Table and one Top of the Table qualifications. He has spoken at more than 250 insurance company meetings, NAIFA national, state and local meetings and MDRT.

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