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Mike is a seasoned business leader with over 24 years of demonstrated success in building sales capabilities and executing on strategic plans that deliver production results in the brokerage distribution system. He began his insurance industry career as Director of Marketing Services with Kemper Life.
Terry is able to help agents develop marketing plans, identify lead sources and utilize electronic tools. He also provides orientation and education in the Medicare senior market.
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 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 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 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 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 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.
Frank Maselli is a former U.S. Army officer and three-decade veteran of the financial services industry.
Data Security Resources Cheat Sheet
Cigna code of ethics and principles of conduct
Humana principles of business ethics for health care providers and business partners.
Christy brings over two decades of experience to the table, which makes her a perfect addition to the Senior Market Sales Team.
A tax guide book from OneAmerica.
How do you differentiate yourself and rise above the competition? The answer is simple – sell good, competitive products that provide more choices than your competition. We are now entering an inflationary environment for Medicare Supplement with rate increases in 2020 about three points higher than in 2019. With substantial changes in premium, it is a good time to assess your portfolio and add carriers with fresh new business rates.