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Showing results for: and health


Trish Morton, MBA, CLTC

Trish has been in the long-term care planning industry for 17 years (four as an agent, 13 as a wholesaler). She has supported Brokerage General Agencies, career agents, wire houses and independent advisors with training, client events and presentations.

Randy Johnson

Randy has 32 years of experience in the industry, 26 of which were spent in the field. Owning his own financial business gave him a lot of experience and makes him a great source of knowledge. He also earned his CFP* designation and was certified as a METDESK agent while with New England Financial.

Robert Kelson

Robert Kelson is Vice President of Independent Retirement Sales. He is responsible for growing fixed index annuities (FIA) sales within the Independent Marketing Organization (IMO) channel. In this role, Robert trains marketers and agents on the company’s products, manages key accounts and helps ensure his team meets their sales goals.

Cecil Kay

Cecil is an intellectual property attorney in Northern Virginia.  For over 20 years, he has focused his practice on assisting clients in capturing and deploying their intellectual property assets to maximum benefit, through litigation and enforcement, licensing, and through the acquisition and deployment of funding for development of the client’s intellectual property assets.

Lance R. Larsen, CLU, ChFC, LLIF

Lance Larsen, CLU, ChFC, LLIF, is a Key Accounts Manager for Transamerica’s Brokerage Channel based out of Cedar Rapids, Iowa. Lance is a 20+ year veteran of the financial services industry, joining Transamerica in 2007.

Marci Fried

Marci Fried is a Professional Business Advisor and Speaker with Pareto Systems. Her background is extensive and covers a wide spectrum including roles as a Financial Advisor, Senior Management at a Fortune 500 Company and building and running a successful small business for nearly a decade.

Whitney Gramlich

Whitney has been in the financial services industry over 14 years. She joined American Equity in 2014 as Marketing Phone Specialist, and was named Field Marketing Specialist for the North Central and Northwest Regions in 2015.

Rob Heins

Rob has worked with National Guardian Life Insurance Company (NGL) for over 10 years. It makes sense that in that amount of time, he has spent time in various departments throughout the company.

Meredith Elliot, CLU®, CLTC

Meredith Elliott began her career in the insurance industry almost 20 years ago as an insurance and annuity agent with Minnesota Life. As Senior National Account Director for John Hancock, she has direct responsibility for the sales success of her partner accounts and their affiliated producers.

Brent DeGroot, LTCP, CLTC

Brent DeGroot, National Brokerage Health Sales Director, LTCi, has worked at Mutual of Omaha for 8+ years and has been involved in the LTCi industry since 2002. 

Taylor Davis

Taylor Davis is Oxford Life's Western Regional Director, working out of the Oxford Life home office in Phoenix, AZ.

Kevin Dawe

A sales and marketing professional with 20+ years of experience, Kevin has distinguished himself in the financial services industry as a trusted coach, mentor, and go-to resource.

Kristen Burke

Kristen Burke is a native to the Omaha area and has been in the Insurance Industry for 15 years. She spent 13 of those years with Mutual of Omaha and then moved over to Medico in January of 2015.

Liselle Byers

Liselle has 19+ years of insurance and sales experience and an excellent track record for building highly profitable business relationships.