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Showing results for: and health


Chris McDonald

Chris 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. After joining SMS, he quickly moved up the ranks to provide expert annuity marketing advice to agents.

Mike McFadden

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 Meyer

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. 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.

Frank Maselli

Frank Maselli is a former U.S. Army officer and three-decade veteran of the financial services industry. 

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.

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.

Telehealth Services

Senior Market Sales® (SMS) offers a telehealth solution so you can connect clients to health care in the comfort of their own homes. Learn More

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.