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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.
Tom graduated with a BS in marketing and an MBA from Northwest Missouri State University. He started in insurance selling for a well-known health insurance company.
Janet Trautwein is the Chief Executive Officer of the National Association of Health Underwriters (NAHU). Her health policy expertise has made her a nationally known speaker and media source who has testified before Congress on health insurance issues.
After 21 years working in retail management for a music chain, and having lived on both sides of the United States, Dan switched career paths and entered the insurance industry 18 years ago.
As the Managing Director of Annuity and Institutional Sales, Chris uses his decade of experience in the business to offer value-added services that may be outside of clients’ normal scope of offerings, yet are integral parts of the retirement planning process.
Joe Ross is the Vice President, Sales Productivity and Business Development, Life Insurance for AIG Life and Retirement (AIGLR). He develops and delivers sales concepts and strategies that help agents, advisors and teams improve core selling skills and. maximize productivity.
Mitch Anderson is a national vice president and relationship manager for Athene Annuity and Life Company. In addition to managing national accounts, Mitch also manages the New York Region for Athene Annuity & Life Assurance Company of New York.
Diego has been with Ameritas since July 2012 wholesaling ancillary products (Dental, Vision, Life, Short and Long Term Disability) to independent General Agencies and Field Marketing Organizations throughout the United States. His focuses on creating sales opportunities by recruiting and developing new partnerships and getting them into production.
Long before he was owner and CEO of Senior Market Sales, Inc, one of the nation’s premier insurance marketing organizations, Milton Kleinberg started his insurance career in the 1960s as a field agent in Milwaukee, Wis.
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.
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 began his legal and compliance career 12 years ago. He first worked for a securities broker-dealer before joining SMS as the general counsel.
Shelly Schwedhelm has served in leadership roles within Nebraska Medicine for 35 years. Her work experience has encompassed positions of increasing accountability and responsibility requiring exceptional strategic, communications, analytical, and team-building skills.
Joe developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits.
Tina didn’t start her career in the insurance industry. In fact, she started out working for a real estate broker, business broker and also a food brokerage before deciding to try her hand at insurance.