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Showing results for: and health


D.J. Mormile

D.J. is a Regional Vice President for Genworth and has worked with investments and insurance for more than 19 years. After seeing his family deal with a lengthy extended health care event, he joined the Genworth team in 2003, and is focused on helping his partners with LTC planning concepts. 

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.

Jennifer McMahon

As Senior Vice President, Operations, Jennifer McMahon oversees the day-to-day operations at the Senior Market Sales® headquarters in Omaha, NE.

Bob Harding

As First Vice President, Chief Technology Officer for Senior Market Sales®, Bob is responsible for the overall strategy, planning, organization and execution of all technology development for SMS. 

Abbie Turner

Growing up with both parents working in the insurance industry — her Father, Dan, is Director of Marketing for Travel Insurance and International Benefits here at Senior Market Sales — Abbie felt right at home when she started her insurance career at SMS in 2011.

Lynda Grubbs

Lynda has an important role at Senior Market Sales®. As the Senior Office Services Specialist, she supervises the day-to-day operations of the unit including product fulfillment, shipping, receiving and personnel.

Increase Medicare Leads Using an Automated Communication System

Want more Medicare leads? LeadJig from Acquire Direct can help. This presentation will cover LeadJig’s platform and its turnkey method of producing quality Medicare leads for agents. Specific focus will be made on how LeadJig’s automated communication and lead flow system enriches prospect data with additional information so that agents can maximize return on investment.

Use Email Marketing to Retain Your Business Slide Deck

Use Email Marketing to Retain Your Business Slide Deck