News & Updates


Showing results for: and wealth


Shannon Collins

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 Rohrig

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.

Candice Buresh

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.

Debra Schmidt

Debra Schmidt is an Associate Marketing Consultant specializing in aiding agents to find annuity solutions for their clients.

Voice Signature

Clients without email or who are more comfortable on the phone can sign their applications with their voice.

Jared Baker, RICP®

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

Jack Calderon has experienced the insurance and financial services industry from just about every angle over the last 20 years.

Medicare Answers: Group Plan vs. Medicare, Who Pays First?

This week’s question deals with knowing who is responsible for satisfying a high deductible before Medicare begins to pay.

United Health Group Code of Conduct

The UnitedHealth Group Code of Conduct: Our Principles of Ethics & Integrity ("The Code") is a core element of UnitedHealth Group’s compliance program and provides guidelines that help us achieve the highest standards of ethical behavior. The Code of Conduct can also be accessed on the UnitedHealth producers Agent website home page under the Documents and Links section.

Social Media Cheat Sheet

CMS considers some forms of contact via social media to be prohibited unsolicited electronic communication.

Kelly Simonson

More than two decades of dedication to the insurance industry helped Kelly move from the mailroom of an agency to becoming an agent in the field.

United Healthcare 2018 Medicare Advantage Plan - NC

United Healthcare 2018 Medicare Advantage Plan - NC