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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.
Kirt Nolde serves as a Regional Vice President for Protective Life covering central territories. Kirt concentrated his career on developing and distributing life insurance products and services in the independent brokerage agency marketplace.
As a Vice President of Legacy Safeguard, I have over 30 years’ experience in the insurance industry that started as an agent selling Medicare supplements, I also have over fifteen years of experience in the home office of some large insurance companies. In addition, I served eight years as the Marketing Vice President of two large successful National IMO offices.
Sean has moved up the ladder quickly since joining SMS in 2008. After starting out as a member of the administrative staff, where he was an asset to our annuity producers by helping them get their new business submitted, he moved to the Medicare Solutions department and worked as a marketing consultant.
SMS Technology Tour: Medicare Solutions Technology Advantage
Join us for The SMS Technology Tour to learn about online quoting, enrollment and contact management tools that will help you leverage time, make more money and put your business in a position of distinction.
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 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.
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.
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.
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.
Dan’s expertise in SMS’ web-based agent tools, international life and health, high limit AD&D and travel insurance products makes him a great asset for agents who are looking to expand their product portfolios. He is able to help agents with questions about growing their business and helping their clients plan and protect their travel plans.
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.
MA & MAPD QuickQuoting with Drug Look-Up Search