Wally Taylor Email & Phone Number

• Vice President of Underwriting and Customer Operations
• Manage underwriting team of six underwriters
• Oversee Company’s Teleunderwriting Unit
• Develop underwriting procedures
• Maintain vendor relationshipsIn addition responsible for Policyowner Service, New Business, Model Office and Claims.

• Spearheaded team that redesigned product portfolio (individual life and annuity as well as group annuity products)
• Oversaw development of paperless underwriting process
• Negotiated sale of company’s block of small group medical insurance
• Restructured Group Annuity Sales operation stimulating growth from $80 million to $120 million in first year
• Member of Sentry Life of New York Insurance Company’s Board of Directors

• Oversaw product development, marketing and compliance for Sentry’s broker/dealer
• Supervisor of 450 Series 6 NASD licensed representatives
• Also served as Vice President of the Sentry Mutual Fund with assets in excess of $100 million
• Currently NASD Series 6, 26 and 63 licensed

• Developed and staffed start up branch office
• Spearheaded integration of acquired life company
• Developed ongoing underwriting continuing education program
• Member of Westfield Life Insurance Company’s Board of Directors

• Developed company’s Underwriting Procedure Manual
• Developed ongoing underwriting continuing education program
• Served as President of Sunset Life’s Essell Credit Union—a 500 member credit union with assets in excess of $30 million

• Appointed supervisor of new branch office
• Completed FNWL’s “Underwriting Training Program”

Education record

Hs Degree