Brokers Alliance, Inc.
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Brokers Alliance, Inc. Employees
Employee
Years
Job
Industry
Toby Bloom Toby Bloom's Brokers Alliance, Inc. Experience 2000 - 2012
Job Income Protection Specialist
Industry Insurance
Experience
HME Specialists, LLC June 2013 - September 2014
Brokers Alliance, Inc. 2000 - 2012
Kaseman Hospital February 2009 - October 2010
Express Scripts July 2005 - October 2008
Express Scripts July 2005 - October 2008
Affiliated Mortgage Protection June 2003 - July 2005
Affiliated Mortgage Protection June 2003 - June 2005
Lifemasters Self Supported Care Inc August 2002 - September 2003
Life Masters Self Supported Inc. June 2002 - August 2003
Orvis June 2000 - November 2002
Skills
Customer Service, Healthcare, Nursing, Insurance, Access, Health Insurance, Employee Benefits, Outlook, Long-term Care, Coaching, Public Speaking, Team Building, Account Management, Leadership, Microsoft Office, Marketing Strategy, Microsoft Word, Workers Compensation, Negotiation, Strategic Planning, PowerPoint, Sales, Microsoft Excel, Term Life Insurance, Universal Life, Fixed Annuities, Whole Life, Disability Insurance, Medicare, Life Insurance, Critical Illness, Underwriting, Commercial Insurance, General Insurance, Small Business, Health Savings Accounts, 401k, Long Term Care Insurance, Property & Casualty..., Umbrella Insurance, Strategic Financial..., Legal Liability, Casualty, Accident, Marketing, Management
Education
Central New Mexico Community College 2009 — 2010
Associates, Pre-Nursing
The University of New Mexico 1982 — 1989
1989, Community Health
HME Specialists, LLC June 2013 - September 2014
Brokers Alliance, Inc. 2000 - 2012
Kaseman Hospital February 2009 - October 2010
Express Scripts July 2005 - October 2008
Express Scripts July 2005 - October 2008
Affiliated Mortgage Protection June 2003 - July 2005
Affiliated Mortgage Protection June 2003 - June 2005
Lifemasters Self Supported Care Inc August 2002 - September 2003
Life Masters Self Supported Inc. June 2002 - August 2003
Orvis June 2000 - November 2002
Skills
Customer Service, Healthcare, Nursing, Insurance, Access, Health Insurance, Employee Benefits, Outlook, Long-term Care, Coaching, Public Speaking, Team Building, Account Management, Leadership, Microsoft Office, Marketing Strategy, Microsoft Word, Workers Compensation, Negotiation, Strategic Planning, PowerPoint, Sales, Microsoft Excel, Term Life Insurance, Universal Life, Fixed Annuities, Whole Life, Disability Insurance, Medicare, Life Insurance, Critical Illness, Underwriting, Commercial Insurance, General Insurance, Small Business, Health Savings Accounts, 401k, Long Term Care Insurance, Property & Casualty..., Umbrella Insurance, Strategic Financial..., Legal Liability, Casualty, Accident, Marketing, Management
Education
Central New Mexico Community College 2009 — 2010
Associates, Pre-Nursing
The University of New Mexico 1982 — 1989
1989, Community Health
Amy Todd Amy Todd's Brokers Alliance, Inc. Experience April 2011 - August 2013
Job Vice President at Heartland LTC
Industry Insurance
Experience
Heartland LTC January 2002 - Present
Brokers Alliance, Inc. April 2011 - August 2013
Monterey County Office of Education June 1999 - May 2001
Squire, Sanders & Dempsey L.L.P. August 1997 - May 1998
Skills
Insurance, Long-term Care, Long Term Care Insurance, Licensing, Case Managment, New Business, Field Underwriting, Commissions, Marketing, Underwriting, New Business Development, Case Management, Brokers, Small Business, Strategic Planning, Sales, Leadership
Education
Heald College
Accounting
Kaplan University
Paralegal Studies
Heartland LTC January 2002 - Present
Brokers Alliance, Inc. April 2011 - August 2013
Monterey County Office of Education June 1999 - May 2001
Squire, Sanders & Dempsey L.L.P. August 1997 - May 1998
Skills
Insurance, Long-term Care, Long Term Care Insurance, Licensing, Case Managment, New Business, Field Underwriting, Commissions, Marketing, Underwriting, New Business Development, Case Management, Brokers, Small Business, Strategic Planning, Sales, Leadership
Education
Heald College
Accounting
Kaplan University
Paralegal Studies
Luther Barnes Luther Barnes's Brokers Alliance, Inc. Experience 2010 - Present
Job Income Planning, Wealth Accumulation, and TaxFree Retirement Specialist
Industry Financial Services
Experience
Brokers Alliance, Inc. 2010 - Present
Brokers Alliance, Inc. 2010 - Present
LBI Retirement Planner & Assoc. 2012 - Present
LBI Retirement Planner & Assoc. October 1997 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Insurance Agent, 401k Plan, Health Insurance, Social Security, 401k Alternative, Term Life Insurance, Sales, Financial Independence..., Retirement Income, Long Term Care, Underwriting, Pension Products, Insurance Advisor, Industry Regulation, Insurance Industry, Financial Advisor, Financial Planning, Strategic Financial..., Retirement Planning, Estate Planning, Tax Free Retirement, Wealth Management, Wealth Creation, Money Management, Life Insurance..., Independent Insurance..., Premium Financing, Annuities, Financial Planning..., Business Retirement..., Succession Design, Impaired Risk..., Insurance Sales, Retirement, Whole Life, Small Business, Long-term Care, Universal Life
Education
Jackson State University 1981 — 1985
Brokers Alliance, Inc. 2010 - Present
Brokers Alliance, Inc. 2010 - Present
LBI Retirement Planner & Assoc. 2012 - Present
LBI Retirement Planner & Assoc. October 1997 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Insurance Agent, 401k Plan, Health Insurance, Social Security, 401k Alternative, Term Life Insurance, Sales, Financial Independence..., Retirement Income, Long Term Care, Underwriting, Pension Products, Insurance Advisor, Industry Regulation, Insurance Industry, Financial Advisor, Financial Planning, Strategic Financial..., Retirement Planning, Estate Planning, Tax Free Retirement, Wealth Management, Wealth Creation, Money Management, Life Insurance..., Independent Insurance..., Premium Financing, Annuities, Financial Planning..., Business Retirement..., Succession Design, Impaired Risk..., Insurance Sales, Retirement, Whole Life, Small Business, Long-term Care, Universal Life
Education
Jackson State University 1981 — 1985
Leni Cohen Leni Cohen's Brokers Alliance, Inc. Experience August 2013 - Present
Job Manager of LTC Department at Brokers Alliance, Inc.
Industry Management Consulting
Experience
Brokers Alliance, Inc. August 2013 - Present
Partners South--LTC Division January 2013 - Present
Advantage Agents Alliance 2008 - Present
LTC Global/ACSIA January 2010 - October 2014
Adcahb Medical Coverages November 2005 - December 2009
John Hancock Life Insurance Company (U.S.A.) October 2003 - November 2005
Skills
Long Term Care, Long-term Care, Management, Purchasing, Fixed Annuities, Health Insurance, Disability Insurance, Insurance, Retirement, Term Life Insurance, Life Insurance, Medicare, Manufacturing, Retirement Planning, System Administration, Employee Benefits, Long Term Care Insurance, Brokers, Strategic Financial..., Estate Planning, Universal Life, Underwriting, Critical Illness, Medicare Part D, Whole Life, New Business Development, 401k, Financial Planners, Sales Management, Leadership, Marketing, Small Business, IRAs, Asset Protection, Training, Financial Advisory, Selling, Sales, Wealth, Wealth Management, Accident, Mutual Funds
Education
Rutgers University 1965 — 1968
Brooklyn College 1961 — 1965
BA, Speech and Theatre
Brokers Alliance, Inc. August 2013 - Present
Partners South--LTC Division January 2013 - Present
Advantage Agents Alliance 2008 - Present
LTC Global/ACSIA January 2010 - October 2014
Adcahb Medical Coverages November 2005 - December 2009
John Hancock Life Insurance Company (U.S.A.) October 2003 - November 2005
Skills
Long Term Care, Long-term Care, Management, Purchasing, Fixed Annuities, Health Insurance, Disability Insurance, Insurance, Retirement, Term Life Insurance, Life Insurance, Medicare, Manufacturing, Retirement Planning, System Administration, Employee Benefits, Long Term Care Insurance, Brokers, Strategic Financial..., Estate Planning, Universal Life, Underwriting, Critical Illness, Medicare Part D, Whole Life, New Business Development, 401k, Financial Planners, Sales Management, Leadership, Marketing, Small Business, IRAs, Asset Protection, Training, Financial Advisory, Selling, Sales, Wealth, Wealth Management, Accident, Mutual Funds
Education
Rutgers University 1965 — 1968
Brooklyn College 1961 — 1965
BA, Speech and Theatre
Veronica Hill's Brokers Alliance, Inc. Experience February 2005 - October 2013
Job Case Management and Relationship Development at AFG Brokerage
Industry Insurance
Experience
AFG Brokerage June 2014 - Present
National Financial Partners The Hebets Company November 2013 - May 2014
Brokers Alliance, Inc. February 2005 - October 2013
Brokers Alliance February 2005 - January 2012
Morgan Stanley September 1999 - February 2005
TBA Entertainment September 1997 - September 1999
Bistro in Highwood 1995 - 1996
Skills
Term Life Insurance, Life Insurance, Underwriting, Whole Life, Retirement, Fixed Annuities, Disability Insurance, Long-term Care, Retirement Planning, Sales, Commercial Insurance, Medicare, Financial Services, Casualty, Critical Illness, Relationship Management, Property & Casualty..., General Insurance, Strategic Financial..., Liability, Umbrella Insurance, 401k, Financial Risk, Financial Planning
Education
University of Phoenix 2003 — 2004
Business Management
Mesa Community College 1998 — 1999
Education
Scottsdale Community College 1997 — 1998
General
Rolling Meadows High School 1984 — 1988
AFG Brokerage June 2014 - Present
National Financial Partners The Hebets Company November 2013 - May 2014
Brokers Alliance, Inc. February 2005 - October 2013
Brokers Alliance February 2005 - January 2012
Morgan Stanley September 1999 - February 2005
TBA Entertainment September 1997 - September 1999
Bistro in Highwood 1995 - 1996
Skills
Term Life Insurance, Life Insurance, Underwriting, Whole Life, Retirement, Fixed Annuities, Disability Insurance, Long-term Care, Retirement Planning, Sales, Commercial Insurance, Medicare, Financial Services, Casualty, Critical Illness, Relationship Management, Property & Casualty..., General Insurance, Strategic Financial..., Liability, Umbrella Insurance, 401k, Financial Risk, Financial Planning
Education
University of Phoenix 2003 — 2004
Business Management
Mesa Community College 1998 — 1999
Education
Scottsdale Community College 1997 — 1998
General
Rolling Meadows High School 1984 — 1988
Jason Cannon's Brokers Alliance, Inc. Experience August 2011 - Present
Job Director of Life Insurance Marketing at Brokers Alliance, Inc.
Industry Insurance
Experience
Brokers Alliance, Inc. August 2011 - Present
Beneficial Financial Group August 2009 - August 2011
Allegis Advisor Group August 2009 - August 2011
Skills
Insurance, Credit, Relationship Management, Investments, Account Management, Sales Management, Business Development, Sales, B2B, Customer Service, Fixed Annuities, Retirement, Analysis, Management, Life Insurance, Retirement Planning, Training, Term Life Insurance
Education
Murray High School
Salt Lake Community College
Brokers Alliance, Inc. August 2011 - Present
Beneficial Financial Group August 2009 - August 2011
Allegis Advisor Group August 2009 - August 2011
Skills
Insurance, Credit, Relationship Management, Investments, Account Management, Sales Management, Business Development, Sales, B2B, Customer Service, Fixed Annuities, Retirement, Analysis, Management, Life Insurance, Retirement Planning, Training, Term Life Insurance
Education
Murray High School
Salt Lake Community College
Noell Mercer's Brokers Alliance, Inc. Experience 2010 - 2012
Job Senior Underwriting Case Manager at The Hebets Company
Industry Insurance
Experience
The Hebets Company July 2013 - Present
Brokers Alliance, Inc. 2010 - 2012
Pacific Southwest Financial 2007 - 2010
Shurwest Financial Group 2004 - 2006
Banner Good Samaritan Medical Center 1999 - 2003
University of Arizona College of Medicine - Phoenix 1997 - 1999
Skills
Insurance, Underwriting, Training, Business Analysis, Management, Sales, Healthcare, Risk Management, General Insurance, Account Management, Vendor Management, Project Management, Medical Review, Quality Management, Risk Analysis, Healthcare Management, Medical Terminology, Medical Education, Team Management, Time Management
Education
Maricopa Community Colleges
Associate's Degree, Legal Assistant/Paralegal
Maricopa Community Colleges
Associate's Degree, Nursing Science
University of Arizona
Nursing Science
The Hebets Company July 2013 - Present
Brokers Alliance, Inc. 2010 - 2012
Pacific Southwest Financial 2007 - 2010
Shurwest Financial Group 2004 - 2006
Banner Good Samaritan Medical Center 1999 - 2003
University of Arizona College of Medicine - Phoenix 1997 - 1999
Skills
Insurance, Underwriting, Training, Business Analysis, Management, Sales, Healthcare, Risk Management, General Insurance, Account Management, Vendor Management, Project Management, Medical Review, Quality Management, Risk Analysis, Healthcare Management, Medical Terminology, Medical Education, Team Management, Time Management
Education
Maricopa Community Colleges
Associate's Degree, Legal Assistant/Paralegal
Maricopa Community Colleges
Associate's Degree, Nursing Science
University of Arizona
Nursing Science
Dan Porath's Brokers Alliance, Inc. Experience 1988 - Present
Job Income Planning Specialist | Independent Insurance Agent | Indexed Universal Life Retirement Specialist at IFL
Industry Financial Services
Experience
Porath Financial Advisory 2009 - Present
Porath Insurance January 1994 - Present
Brokers Alliance, Inc. 1988 - Present
MetLife July 1988 - December 1993
Marquette Savings Bank April 1974 - August 1978
Skills
Insurance, Fixed Annuities, Life Insurance, Insurance Agent, 401k Plan, Term Life Insurance, Disability Insurance, Health Insurance, Sales, Financial Independence..., Retirement Income, Social Security, Long Term Care, Underwriting, Pension Products, Insurance Advisor, Industry Regulation, Insurance Industry, 401k Alternative, Financial Advisor, Financial Planning, Strategic Financial..., Retirement Planning, Estate Planning, Tax Free Retirement, Wealth Management, Wealth Creation, Money Management, Life insurance..., Independent Insurance..., Premium Financing, Annuities, Financial Planning..., Business Retirement..., Succession Design, Impaired Risk..., Insurance Sales
Education
Ashland Theological Seminary 1978 — 1980
Master's Degree, Religion/Religious Studies
Penn State University 1970 — 1974
Bachelor of Science (B.S.), Business
Porath Financial Advisory 2009 - Present
Porath Insurance January 1994 - Present
Brokers Alliance, Inc. 1988 - Present
MetLife July 1988 - December 1993
Marquette Savings Bank April 1974 - August 1978
Skills
Insurance, Fixed Annuities, Life Insurance, Insurance Agent, 401k Plan, Term Life Insurance, Disability Insurance, Health Insurance, Sales, Financial Independence..., Retirement Income, Social Security, Long Term Care, Underwriting, Pension Products, Insurance Advisor, Industry Regulation, Insurance Industry, 401k Alternative, Financial Advisor, Financial Planning, Strategic Financial..., Retirement Planning, Estate Planning, Tax Free Retirement, Wealth Management, Wealth Creation, Money Management, Life insurance..., Independent Insurance..., Premium Financing, Annuities, Financial Planning..., Business Retirement..., Succession Design, Impaired Risk..., Insurance Sales
Education
Ashland Theological Seminary 1978 — 1980
Master's Degree, Religion/Religious Studies
Penn State University 1970 — 1974
Bachelor of Science (B.S.), Business
Bill Formy-Duval's Brokers Alliance, Inc. Experience 2008 - Present
Job Income Planning Specialist | Independent Insurance Agent | Indexed Universal Life Retirement Specialist at IFL
Industry Financial Services
Experience
Bill Formy-Duval Independent Insurance Agent August 2008 - Present
Brokers Alliance, Inc. 2008 - Present
Ferris, Baker Watts/Coastal Investment Advisors 1991 - 2006
Skills
Insurance, Fixed Annuities, Life Insurance, Insurance Agent, 401k Plan, Term Life Insurance, Disability Insurance, Health Insurance, Sales, Financial Independence..., Retirement Income, Social Security, Long Term Care, Underwriting, Pension Products, Insurance Advisor, Industry Regulation, Insurance Industry, 401k Alternative, Financial Advisor, Financial Planning, Strategic Financial..., Retirement Planning, Estate Planning, Tax Free Retirement, Wealth Management, Wealth Creation, Money Management, Life insurance..., Independent Insurance..., Premium Financing, Annuities, Financial Planning..., Business Retirement..., Succession Design, Impaired Risk..., Insurance Sales, Accounting, Long-term Care, Retirement
Education
University of North Carolina at Chapel Hill 1967 — 1969
BS BA, Accounting
Guilford College 1965 — 1967
Bill Formy-Duval Independent Insurance Agent August 2008 - Present
Brokers Alliance, Inc. 2008 - Present
Ferris, Baker Watts/Coastal Investment Advisors 1991 - 2006
Skills
Insurance, Fixed Annuities, Life Insurance, Insurance Agent, 401k Plan, Term Life Insurance, Disability Insurance, Health Insurance, Sales, Financial Independence..., Retirement Income, Social Security, Long Term Care, Underwriting, Pension Products, Insurance Advisor, Industry Regulation, Insurance Industry, 401k Alternative, Financial Advisor, Financial Planning, Strategic Financial..., Retirement Planning, Estate Planning, Tax Free Retirement, Wealth Management, Wealth Creation, Money Management, Life insurance..., Independent Insurance..., Premium Financing, Annuities, Financial Planning..., Business Retirement..., Succession Design, Impaired Risk..., Insurance Sales, Accounting, Long-term Care, Retirement
Education
University of North Carolina at Chapel Hill 1967 — 1969
BS BA, Accounting
Guilford College 1965 — 1967
Dave LaBounty's Brokers Alliance, Inc. Experience December 2009 - October 2013
Job Managing Partner at Strategic Insurance Inc
Industry Financial Services
Experience
Strategic Insurance Inc. October 2013 - Present
Brokers Alliance, Inc. December 2009 - October 2013
Skills
Estate Preservation,..., Fixed and indexed..., Universal Life, Indexed...
Education
University of Puget Sound 1970 — 1974
Bacholor of Arts in Business Management, Business Administration and Management, General
Strategic Insurance Inc. October 2013 - Present
Brokers Alliance, Inc. December 2009 - October 2013
Skills
Estate Preservation,..., Fixed and indexed..., Universal Life, Indexed...
Education
University of Puget Sound 1970 — 1974
Bacholor of Arts in Business Management, Business Administration and Management, General