As the Case Consultant at Palladium Group, I am responsible for assisting financial advisors with the procurement of their client’s life insurance, long-term care, disability, and annuity policies. I also manage the application process, actively communicates with all parties, and thoroughly evaluates and coordinates the best course of action for the advisor and their client.I graduated from International Business College and hold my security registrations 6 and 26 as well as my Indiana Life and Health license to better serve the industry. With over 20 years of insurance and annuity experience, I previously worked at The Hartford and Lincoln Financial Group. Before joining Palladium Group, I was the Retirement Income Case Manager at Ash Brokerage, serving as a liaison between the financial professional and the carrier partner to make everyone’s experience as easy as possible. I am also a proud 2014 graduate of the YLNI Leadership Institute and I have completed my Life Office Management Association, Associate, Customer Service designations.Palladium Group is an innovative insurance solutions provider that partners with RIAs who need to complete their clients’ financial plans with risk-mitigating solutions. Our unique service is based on collaboration and our consultants work closely with advisors to objectively create, implement, and protect client-centered plans. Through this unique, independent platform, we are changing the experience of obtaining insurance. It is my goal to make the process personal and pleasurable for all involved. Excellence, trust and collaboration are the foundation of my work and the work of the Palladium Group.