My position encompasses a variety of functions. I act as Plan Manager for clients who have purchased life insurance to provide benefits to their employees or utilized by the company to recover the cost of providing benefits. I also service clients as it pertains to questions regarding life insurance products they have purchased. I support Account Executives regarding product and plan design questions from clients.I act as the primary liason to Life Insurance companies regarding their products utilized in the Corporate Owned and Bank Owned marketplaces

I supported our agency staff and brokerage department regarding life insurance product knowledge and the use of these products in Advanced Sales situations. Advanced Sales included the use of life insurance products for Split Dollar, Executive Bonus, Estate Planning Needs, Buy Sell Arrangements and Charitable Gifting arrangements. Also responsible for researching inquiries regarding the tax consequences of of using life insurance products in specific sales situations, as well as the transfer, exchange and surrender of life insurance contracts.I was also involved in the supervision of the insurance analysts responsible for running life insurance illustrations for new and in force business.