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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.
Sandy Pitre has 21 years of experience in the insurance industry. In her position as Brokerage Life Sales Director, she is responsible for promoting their large portfolio of life products to the brokerage distribution.
As the Second Vice President of Advanced Markets at Ameritas, Andrew leads a group of credentialed individuals that specializes in placing estate, business and retirement planning cases. His own expertise includes wealth preservation, estate planning, business planning and executive benefits.
Steve is the Associate Director of Training in the Financial Planning Division of Senior Market Sales. He holds a very high passion for the insurance business, which makes him a valuable member of the SMS family.
Matt is the local Sales Market Leader for the External Distribution Channel in Nebraska. He has a diverse background of experience developing relationships and hands-on experience selling Medicare.
Since March 2013, Mark Rush has served as Assistant Vice President and National Sales Director - U.S. Division for Foresters Financial, an international financial services provider specializing in life insurance and investment products. Mr. Rush introduces and promotes the sale of insurance products, working closely with field marketing organizations and beyond.
An employee of UnitedHealthcare for 10 years, Mike is responsible for strategic DSNP sales planning and deployment within a matrix now enjoying unprecedented DSNP sales across all Central states.
Following in the footsteps of his father, who joined MetLife in 1955, Richard started his career in the insurance industry in 1980 and, over the last 36 years, has spent the majority of his career within the roles of Managing Director as well as Brokerage Manager. Richard, with his wife, Michelle, and their four daughters reside in Maryville, TN.
As Director of Communications and Creative Services, Dan Trumblee helps SMS and its agents develop communications strategies that differentiate themselves and articulate their value to their customers. Dan has more than 10 years of experience as a communications professional in the insurance industry.
As an IDG Sales Manager Steve supports the Independent Distribution for Minnesota Life and Securian Life Insurance Company. Steve has over 25 years of experience in the financial services industry in Personal Production, Sales Management, RVP and Sales Director roles.
Jay Spence, CLU®, is the Senior Wholesaler at National Western Life. A native of Ohio and a graduate of the University of Cincinnati, Jay started his career with John Hancock.
You could say Jon’s been in the insurance industry his entire life. With his father in the industry, Jon grew up with a special appreciation for the entrepreneurial spirit.
Kristi is a Sales Director for Medicare supplement and has been at Mutual of Omaha since 1994. She spends her time promoting and training the Med supp portfolio to FMOs and agents in the field. In her free time, Kristi enjoys camping with her husband, Justin and dog, Ginger, watching football and travelling.
James Hahn is the Executive Vice President, Life Sales with Annexus. In total, he holds 18 years of experience in Financial Services and Sales Leadership. He is currently responsible for growing sales and strengthening distribution relationships with IMOs and GA distribution.