About Us


Eric Kasimov

Eric Kasimov


Shane Snively

Shane P. Snively MBA, RFC®

Partner & COO

Mitch Long

Mitch Long

Sales Vice President

Scott Upton

Scott Upton

Project Manager

Elizabeth Tate

Case Manager

About The Company

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.



Relationships with our advisors, clients, carrier partners, and network of professionals are of the utmost importance. We value our relationships and realize that without them we cannot be successful. Our sole purpose is to make everyone we partner with feel great about doing business with us.

Case Design

Our team can help with advanced case design including wealth preservation, transfer strategies, estate planning, executive benefits, business continuity, and overall insurance planning. Designing cases has only become more complicated. We want to help.


There are many moving parts to the insurance marketplace and it is difficult to find someone that can help you navigate it. From how to present a case to a carrier, to negotiating an offer, and to justifying financials, we will be your advocate.


The approach we take to underwriting advocacy in our life insurance brokerage group is a proven winner. We work with our carrier partners to present your case in the best possible light. Our goal is to provide unsurpassed value to our underwriters in a streamlined process.


KazSource Life Insurance Brokerage uses an efficient process that starts with technology. From online applications and IT support to secure cloud storage, our advancements in technology are making it easier to do business at every level.

Policy Service

After the policy has been placed, the relationship has just begun. Who will be there to make sure the coverage is suitable and stays in force? We are set up to systematically, pro-actively and personally manage your portfolio.


10815 Sikes Place, Suite 320
Charlotte, NC 28277

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