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Dave Alvord
began his insurance career in 1994 by assisting agents with quotes and product benefits on major medical, disability, cancer, life and Medicare supplement. He has experience recruiting LTCi agents and worked as regional marketing director for Medicare Supplement, LTC, cancer and short term facility care where he boasts over 1 million dollars in production. As part of the SMS Medicare Supplement team, Dave provides expert marketing advice in all SMS product lines.
Contact Dave at
email address.
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Wendy Swanson
has been in sales and marketing since 1991. In 1996, she began marketing life insurance and eventually moved into other areas of insurance including health and annuities. With a Bachelor's degree in marketing management and training in the area of psychiatry, she has developed strong philosophies as a marketer. With a focus on annuities, Wendy will work with you to find the right solution for each situation.
Email Wendy at
email address.
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Joe Baloun
is a former Registered Representative specializing in Estate Planning and Retirement. With a Series 7 and 63 and also Life and Health license,
he has sold variable and fixed products for over 14 years, almost exclusively to senior Americans. Joe has a wealth of real-world experience and
looks forward to helping you grow your business. Specializing in annuities, you can reach Joe at
email address.
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Ken Colvard
came to SMS with experience managing a call center as a licensed insurance agent with a major Midwest carrier, and as an annuity sales manager for a
brokerage firm. He has worked in the mortgage industry as well as banking and finance and currently has series 6, 63 and 65 Investment Registrations.
This experience makes him an excellent addition to the SMS marketing staff.
Email Ken at
email address.
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James H. Dietrich,
RHU began his insurance career as a multi-line agent. With over thirty-five years in the industry, Jim has sold all lines of coverage. Joining Senior Market Sales in 1989, Jim has become proficient in assisting agents in Medicare supplement, long term care insurance, and all products geared toward the senior market.
He can be reached at
email address.
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Dan C. Drennen, Director of Marketing for Travel Insurance & Intl. Benefits, has decades of experience in retail management and administration. Dan's expertise is in SMS's web-based agent tools, international life & health, high limit AD&D, and travel insurance products. Dan is a great contact for your web-related insurance needs as well as all kinds of travel insurance for individuals and groups in the US and abroad.
Email Dan at email address.
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Joe Elsasser,
RHU, CeM, shares a background in providing financial protection and wealth management as a former variable producer with Series 7 and 66 licenses. Well versed in annuities, he has also worked in business development and electronic marketing. Joe was a founding member and secretary of the National Association of Professional Benefit Administrators and served as the vice president of the Omaha Association of Health Underwriters.
Contact Joe at email address for expert annuity-selling ideas.
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Sam Halpern
Director of Internet Marketing, has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits, and war risk insurance. Sam heads the SMS lead programs and is a great contact for Internet-related insurance marketing including websites, Internet leads, lead management, online quoting, insurance e-commerce, and insurance transactions via telephonic and electronic signature in the senior market. Sam also has a law degree from Georgetown University.
Email Sam at
email address.
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With years of field experience and a series 6 + 63 license, Carl Hansen, is well versed in all areas of financial services, specializing in annuities. Previously the vice president of a small marketing firm and also working in the wholesale brokerage area, Carl understands the needs of agents and is prepared to work with you to earn your business.
Contact Carl at
email address.
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Brian Hickey, CLU, CLTC, CSA, FLMI, began his insurance career as a licensed agent with Mutual of Omaha in 1997 after completing his Bachelor of Science degree from the University of Nebraska.
Brian spent over 10+ years working with both Mutual of Omaha and Coventry Health Care in two key distribution channels, most recently in the Brokerage Channel, where he assisted agents and FMOs with product and sales training.
Brian has experience in LTC, Medicare supplement, Medicare Advantage, life insurance and annuities.
Email Brian at
email address.
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Keith Krumrey brings years of relationship building skills to Senior Market Sales. His high energy and an attitude of "the customer is king" are in keeping with the customer service philosophy at SMS. With a background in wholesale operations as well as the home office environment, Keith will help you save time and money with great marketing support in all product offerings at SMS.
Contact Keith at email address.
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Roger Marvel
brings a wealth of knowledge and expert selling advice to SMS. He was a national recruiter for 3 years and sold life and health for 10 years. In addition, he has 16 years experience at the senior vice president level at one of the country's leading health and life insurance companies. With a focus on Medicare supplements, he is comfortable providing selling support for multiple line insurance products.
Contact Roger at
email address.
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Chris McDonald
became interested in insurance marketing while selling travel insurance and working toward his Bachelor's degree in business management from the University of Nebraska-Lincoln. He joined SMS and quickly moved up the ranks to provide expert annuity marketing advice to agents. Chris values his business relationships and looks forward to helping agents develop and grow their businesses. For annuity marketing support,
contact Chris at
email address.
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Dwane McFerrin,
CLU, CFP, RHU, CLTC and SMS director joined SMS after 23 years in the life and health insurance industry in executive-level positions. Dwane owned a marketing consulting firm and has a strong background in the senior market, sales management, association and worksite marketing, client development and lead generation. Dwane holds an M.S. Degree in Industrial/Organizational Psychology from the University of Nebraska at Omaha, a B.A. from Central College of Iowa and LIMRA's Leadership Institute Fellow designation.
Contact Dwane at email address.
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Dennis Murphy
has a broad background in the financial services arena and a BA from St. John’s University in NYC. He began his career as a licensed securities
broker selling fixed income and equity securities. Dennis joined SMS out of his commitment to work with insurance professionals to properly
understand and serve the Baby Boomer generation. Contact Dennis in the annuity department at
email address.
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After receiving a degree from John J. Pershing, Steve Scavio
spent 20 years with one of the nation's top insurance carriers. He enjoyed top sales status and gained experience as both branch and regional manager. He came to SMS with a background in life, health, NASD and investment planning as well as Medicare supplements. Steve offers marketing advice for Medicare Supplement, Medicare Advantage and Medicare Part D sales and is a member of the Agency Management Training Counsel.
Email Steve at
email address.
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Jordon Scott
became a licensed agent in 2003 and spent two years selling life and disability insurance, LTCi, and Medicare Supplement for a large Midwest carrier.
In 2005 he moved to the brokerage business as director of life insurance sales for a national insurance marketing firm where he managed the agent recruiting process in 50 states.
In just 18 months he increased life production 30% and agent contracting by 50%.
He chose to join the SMS Medicare Solutions team as his opportunity to “run with the best”.
Email Jordon at
email address.
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Life and annuities division director, Pat Sheridan, began his career over 25 years ago as a writing agent. Pat's sales training expertise was demonstrated at the vice president level of a mid-western company for many years. Contact Pat for proven sales ideas to help you sell the right products to your clients while increasing your profitability. Pat can be reached at
email address.
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Jacquelyn D. Slaughter
, formerly vice president of marketing at LTC Associates, began her insurance career in 1983 and has over 20 years experience ranging from property/casualty to long term care insurance. Jackie specializes in training agents and agencies on LTCI to increase their knowledge and earning potential. Jackie has now expanded her expertise into the worksite and group arena. Let her show you the suite of LTCI products available through SMS.
Contact Jackie at
email address.
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Ona Steinauer
has held a life and health insurance license for several years.
She brings to SMS over 20 years experience in customer service and outside sales.
Currently Ona is specializing in Medicare Advantage and Part D marketing and is confident that she can help you increase your business in these and all product areas.
Email Ona at
email address.
to experience her brand of enthusiasm and support.
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Ryan Thurber
began his insurance career marketing for a national health and life company.
He was licensed in 2002 and became appointed in 23 states.
Ryan has worked with a variety of products, Medicare supplement, group life and accident, short and long term disability and group dental.
He also worked in client management, marketing and claims making him knowledgeable in most aspects of home office administration.
Ryan completed the LOMA Level I designation and has taken several ACS (Associate of Customer Service) courses.
Email Ryan at
email address.
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Dan Trimble,
holds a Bachelor of Science degree in business administration from the University of Nebraska at Lincoln.
Licensed in life and health, Dan chose long-term care insurance as his specialty.
His experience and success marketing LTCi, disability, and critical illness as a field sales manager and director of LTCi makes him your go-to-person for long term care insurance solutions.
Email Dan at
email address.
for expert advice on placing your LTCi cases.
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Matt Van Auken,
has nearly 20 years experience in fixed insurance products. His primary focus and expertise is the Medicare Advantage and Medicare supplement lines of business. Previous to SMS, Matt administered single premium, term, and interest sensitive whole life blocks at the home office level and most recently, marketing of annuities. This makes Matt a great resource for all SMS products and services, especially in an environment where time is money.
Contact Matt at
email address.
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