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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.
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 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 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. 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 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.
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.