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Use Email Marketing to Retain Your Business

Your clients are the most important part of your business. Without them, your business doesn't exist. In that sense, a current client is worth more than even the best prospect.

Taylor Davis

Taylor Davis is Oxford Life's Western Regional Director, working out of the Oxford Life home office in Phoenix, AZ.

Kevin Dawe

A sales and marketing professional with 20+ years of experience, Kevin has distinguished himself in the financial services industry as a trusted coach, mentor, and go-to resource.

Kristen Burke

Kristen Burke is a native to the Omaha area and has been in the Insurance Industry for 15 years. She spent 13 of those years with Mutual of Omaha and then moved over to Medico in January of 2015.

Liselle Byers

Liselle has 19+ years of insurance and sales experience and an excellent track record for building highly profitable business relationships.

Trevor Campbell

Trevor Campbell is a Regional Sales Consultant for Prudential’s Individual Life Insurance division, based in Minneapolis, covering 11 states in the Midwest and Upper Midwest regions of the country. He is highly experienced and knowledgeable at using life insurance to benefit clients.

Jim Summers

As Executive Vice President, Managing Director and President of Senior Market Sales®, Jim Summers is responsible for guiding the company’s strategic direction and day-to-day operations.

Mark Cavalieri, LUTCF®, CIWC

Mark comes to Senior Market Sales with 27 years of experience in the insurance and financial services industries. As Senior Market Sales’ Associate Director of Annuities, Mark’ strength is providing marketers with sales ideas and holding them accountable to their goals — which, in turn, makes them stay accountable to their clients.

Mike Chochon

As Director of Strategic Projects, Mike Chochon helps in deciding where to focus company resources going forward. The goal is to provide agents with the most flexible and complete product suite, so they can better serve their clients and grow their practice.

Aetna-Coventry Code of Conduct

CVS Health Code of Conduct

Richard Collier

Richard Collier is a Regional Sales Executive with Humana. He worked the early part of his career in Pharmaceutical Sales, and the last 12 years in Medicare related Insurance Sales.

Broker Bonus Program

Mutual of Omaha Broker Bonus Program. Feb. 1, 2018 - March 31, 2018

Activities in a Healthcare Setting

This document provides some basic guidelines to assist agents in understanding which activities CMS
allows in a Healthcare Setting when an agent is appointed with a carrier(s) to market Medicare
Advantage (MA) and/or Medicare Prescription Drug Plans (PD).