News & Updates


Showing results for: and wealth


Jay Spence, CLU®

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.

Jon Summers

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.

Mutual of Omaha MACRA

Mutual of Omaha MACRA

Dan Trumblee

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.

Ryan Vlasin

Ryan has worked as a pharmacist for eight years and has a lot of experience helping patients better understand how their insurance covers their prescriptions. 

Michael Yasi

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.

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. 

Curtis Lueckenotto

Curtis enjoys building relationships with advisors, getting to know them and their business.

Two Simple Questions You Should Ask

Help start the long-term care (LTC) conversation by using these important questions with your clients.

Debra Bachman, CLTC

With more than five years of experience in the insurance industry, Debra has the knowledge it takes to help give agents everything they need to be successful when they are meeting with their clients. 

Broker Bonus Program

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

MutualCare Solutions Underwriting Guide

MutualCare® Solutions is a portfolio of LTCi products developed to address the needs of a changing LTCi marketplace.