Michele Imbach Email and Phone Number

• Case management: life, disability and long term care policies’ application, underwriting, closing and service; • Fee-based planning project management: Personal Planning Analysis (proprietary software), spreadsheets, PowerPoint presentations, complex custom life insurance illustrations including split dollar, ULs and annuities, manage relationships with other advisors (CPAs, attorneys, etc.), research, coordinating all pieces into a final client deliverable, the “Notebook”; • Marketing prospect management & research: use of “The Reference Group” as well as other online tools, marketing calls and communications; • Full customer service for life, disability and long term care insurance clients; • Maintain all practice financials using QuickBooks: data entry, reconciliations & reporting