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In her role as Annuity Case Manager, Heather works hard to provide excellent service on all annuity cases that are submitted through Jon Summers’ team.
With 15 years of industry experience and counting, Jared has the knowledge it takes to develop financial planning strategies that help advisors grow their business and proved well-rounded support for their clients.
Jack Calderon has experienced the insurance and financial services industry from just about every angle over the last 20 years.
As an internal marketing consultant for the Life Department, Laura helps agents stay up-to-date on the most competitive products that will give them the edge to grow their book of business.
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.
Shannon got her start in the insurance business right here with Senior Market Sales®. As a life case manager, Shannon follows applications from underwriting through delivery and placement of policies.
Steve has been involved in the insurance industry for 25 years, getting his insurance license in the early 1990s while he worked for a local Omaha bank. Now, Steve is the Associate Director of Training in the Financial Planning Division of Senior Market Sales®.
With seven years in the insurance industry, Candice is able to provide a level of support to the agent that is unparallel to any other FMO in the industry.
This week’s Medicare Answers addresses whether veterans are better off with Medicare and a Supplement plan than with Veterans Affairs (VA) health care benefits
You'll never hear Bruce call his job boring. The annuity case manager relishes the challenges that make each day different: "Different agents to help, different carriers to work with, different transfers to follow up on, different issues, both good and bad, to deal with."
Anthem AEP Product Training Calendar for 2021
Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance.
As a Contracting Coordinator, Tina is instrumental in reviewing, processing and finalizing agent and agency contracting requirements. She helps agents maintain their active contracting status with many carriers and in multiple states. This type of support leverages time for SMS agents so they can spend their energy selling insurance rather than tracking back office logistics and maintenance.
As office manager, Joy Heuer helps support the entire company by working closely with the insurance carriers we represent.