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Showing results for: and health


Terry Meyer

After 20 years in teaching and sales and marketing for a leading educational publishing firm, Terry entered the insurance industry and became a licensed life and health agent, focused on education and customer service in the direct-to-consumer environment.

UnitedHealthcare® Medicare Advantage Certification Requirements

UnitedHealthcare® Medicare Advantage certification requirements. Starting Monday, June 29, you can certify to sell 2021 UnitedHealthcare products.

Cigna HealthSrping Event Reporting Example Template 6 2017

Cigna HealthSrping Event Reporting Example Template 6 2017

SilverScript Sales Event Notification-Template 30 AUG 2017

SilverScript Sales Event Notification-Template 30 AUG 2017

James Hahn

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.

Kristi Meyers

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.

Steve Sommer, CRPC®

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.

Richard Bishop

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. 

Bill Kauffman, CLU®, ChFC®, LLIF

As Vice President of Financial Solutions, Bill Kauffman, CLU©, ChFC©, LLIF leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life and long-term care.

Hershel Kleinberg

As Chief Technology Officer for Senior Market Sales, Hershel Kleinberg is responsible for guiding the company's technology vision and solidifying the insurance marketer’s reputation as one of the industry’s leading technological innovators. Since joining Senior Market Sales in 1997, Mr. Kleinberg has overseen the development of a number of company’s powerful web-based tools and services never before seen in the insurance industry.

Milt Kleinberg

Long before he was CEO of Senior Market Sales®, one of the nation’s premier insurance marketing organizations, Milton Kleinberg started his insurance career in the 1960s as a field agent in Milwaukee, Wisconsin.

Jackie Slaughter, CLTC

With 32 years of experience in the insurance industry, it’s easy to see why Jackie has such a great knowledge of the LTC business and why she currently serves as the associate director of LTC solutions here at Senior Market Sales®.

Hershel Kleinberg

As Executive Vice President for Senior Market Sales®, Hershel Kleinberg is responsible for guiding the company's technology vision and solidifying the insurance marketer’s reputation as one of the industry’s leading technological innovators.

Greg Bolton

Greg began his legal and compliance career 12 years ago. He first worked for a securities broker-dealer before joining SMS as the general counsel.