Innovative Underwriters

Description

Address: 1800 John F Kennedy Blvd #700, Philadelphia, PA 19103 Hours: Open ⋅ Closes 7PM Monday8AM–7PMTuesday8AM–7PMWednesday8AM–7PMThursday8AM–7PMFriday8AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (215) 875-8650Place name: : : : Category: : : : Website: Website: http://innovativeunderwriters.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Innovative Underwriters Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Innovative Underwriters Employees

Employee
Years
Job
Industry
Kimberly Wilcox, LUTCF Kimberly Wilcox, LUTCF Greater Philadelphia Area Details
Kimberly Wilcox, LUTCF's Innovative Underwriters Experience January 2000 - Present
Job Helping agents find solutions for their clients.
Industry Insurance
Experience
Innovative Underwriters   January 2000 - Present
Roster Financial  January 2008 - December 2009

Skills
Fixed Annuities, Estate Planning, Disability Insurance, Long Term Care Insurance, Life Insurance, Retirement, Long-term Care, Insurance, Retirement Planning, Employee Benefits, Term Life Insurance, Universal Life, Series 63, Wealth Management, Series 7, Whole Life, 401k, Mutual Funds, Strategic Financial..., Variable Annuities, Health Insurance, Critical Illness, Wealth, Financial Planners, IRAs, Health Savings Accounts

Education
Moravian College   1990 — 1992
Music Education

The American College
LUTCF

Kyle Taylor Kyle Taylor San Francisco, California Details
Kyle Taylor's Innovative Underwriters Experience April 2009 - May 2011
Job Founder & President of The Redkomodo Inc.
Industry Information Technology and Services
Experience
The Redkomodo Inc   2013 - Present
Retirement Clearinghouse  December 2011 - January 2014
Innovative Underwriters   April 2009 - May 2011
Comcast Corporation  June 2008 - April 2009
FMHC Corporation  September 2006 - May 2008

Skills
Customer Relations, Customer Service, PowerPoint, Excel, Word, Event Planning, Outlook, Marketing Communications, Marketing Strategy, Social Media, Web Design, Marketing, Microsoft Excel, CRM, Project Management, SEO, Social Media Marketing, Customer Satisfaction, New Business Development, Microsoft Word

Education
Temple University   2005 — 2011
BBA, Marketing

Kathy M. Jordan, CLU, ChFC Kathy M. Jordan, CLU, ChFC Greater Philadelphia Area Details
Kathy M. Jordan, CLU, ChFC's Innovative Underwriters Experience April 2005 - November 2007
Job Insurance Professional/Sales Assistant
Industry Insurance
Experience
SPECIAL® Financial Programs, Inc.   November 2007 - Present
Innovative Underwriters   April 2005 - November 2007
Financial House   April 1999 - March 2002

Skills
Investments, Retirement Planning, Disability Insurance, Insurance, Estate Planning, Fixed Annuities, Asset Management, Financial Advisory, Wealth, Risk Management, Sales, Long Term Care Insurance

Education
The American College   1974 — 1984
Chartered Financial Consultant - 1984 and Chartered Life Underwriter - 1978

Immaculata University   1972 — 1974
Economics

Scott J. Lemon, CAS Scott J. Lemon, CAS Greater Philadelphia Area Details
Scott J. Lemon, CAS's Innovative Underwriters Experience June 2007 - January 2008
Job Marketing Consultant at Alpine Brokerage
Industry Marketing and Advertising
Experience
Highland Capital Brokerage  January 2008 - March 2014
Innovative Underwriters   June 2007 - January 2008
Four Seasons Financial Group Inc.  1998 - 2006

Skills
Annuities, Insurance, Retirement Planning, New Business Development, Series 6, Wholesaling, Fixed Annuities, Financial Services, Disability Insurance, Estate Planning, Financial Advisory, Life Insurance, Retirement, Long-term Care, Financial Planning, Marketing, Sales, Term Life Insurance, Leadership

Education
Camden County College   1991 — 1992
Business admin

Camden County College
Business Administration and Management, General

Lori Friedman Lori Friedman Deerfield Beach, Florida Details
Lori Friedman's Innovative Underwriters Experience January 1989 - March 2007
Job Retired
Industry Insurance
Experience
The Beach  September 2013 - Present
Ash Brokerage  November 2008 - August 2013
Innovative Underwriters   January 1989 - March 2007

Skills
Estate Planning, Retirement Planning, Insurance, Employee Benefits, Strategic Financial...

Education
University of Arizona   1984 — 1987

Cherry Hill High School East   1980 — 1984

Maureen Mitchell Maureen Mitchell Greater Philadelphia Area Details
Maureen Mitchell's Innovative Underwriters Experience Director of AgenciesBanner Life Insurance Company1995 - 2000
Job VP Sale and Marketing at Innovative Underwriters
Industry Insurance
Experience
Innovative Underwriters   Director of AgenciesBanner Life Insurance Company1995 - 2000
American Mayflower Life Ins Co   1980 - 1985

Skills
Term Life Insurance, Marketing, Life Insurance, Brokers, Insurance, Health Insurance, Long-term Care, Disability Insurance, Fixed Annuities, Underwriting, Whole Life, Employee Benefits, Universal Life, Retirement Planning, Retirement

Education
College of Mount Saint Vincent

Kerry Ann Beal Kerry Ann Beal Pennington, New Jersey Details
Kerry Ann Beal's Innovative Underwriters Experience June 2010 - March 2012
Job Independent Distributor at Young Living Essential Oils The Good Thieves
Industry Alternative Medicine
Experience
Young Living Essential Oils  January 2015 - Present
Homemaker  February 2012 - Present
Innovative Underwriters   June 2010 - March 2012
Creative Planning Financial Group  April 2008 - June 2010
ACE  May 2007 - August 2007
Milliman  May 2006 - August 2006

Skills
Insurance, Microsoft Excel, Business Analysis

Education
Penn State University   2004 — 2008
Bachelor of Science, Business, Statistics, French Minor

David Bernaus, CLU, ChFC David Bernaus, CLU, ChFC Greater Philadelphia Area Details
David Bernaus, CLU, ChFC's Innovative Underwriters Experience November 2006 - December 2007
Job Managing Principal at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage  January 2014 - Present
Nationwide Financial  February 2010 - December 2013
AXA Equitable  January 2008 - January 2010
Innovative Underwriters   November 2006 - December 2007
AIG  January 2005 - November 2006
The MONY Group  August 2002 - January 2005
Manulife Financial  September 1988 - January 2002

Education
Queen's University   1984 — 1988
Bachelor of Commerce, Finance and Marketing

The American College
CLU, ChFC

Charles (Chuck) Baur Charles (Chuck) Baur Philadelphia, Pennsylvania Details
Charles (Chuck) Baur's Innovative Underwriters Experience March 2006 - April 2012
Job IT Systems Administrator at Glassboro Public Schools
Industry Education Management
Experience
Glassboro Public Schools  April 2012 - Present
Innovative Underwriters   March 2006 - April 2012

Skills
IT Management, Windows Server, Active Directory, Windows, Network Administration, Linux, System Administration, DNS, DHCP, VMware, Technical Support, Servers, Microsoft Exchange, VMware ESX, VPN, Windows 7, IIS, Firewalls, Windows XP, Blackberry Enterprise..., Group Policy, XP, SAN, Citrix

Education
Camden County College
MCSE

Peirce College
Associates, Computer Science

Anthony Foresta Anthony Foresta United States Details
Anthony Foresta's Innovative Underwriters Experience April 2012 - Present
Job
Industry Financial Services
Experience
Innovative Underwriters   April 2012 - Present

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
Penn State University   1974 — 1978
Bachelor's degree, Marketing