NAILBA Company
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NAILBA Employees
Employee
Years
Job
Industry
Laurie Tritsch Hawes, CMP Laurie Tritsch Hawes, CMP's NAILBA Experience 1999 - 2004
Job Owner of The Hawes Group, LLC
Industry Events Services
Experience
The Hawes Group, LLC September 2011 - Present
National Rural Telecommunications Cooperative February 2004 - September 2011
NAILBA 1999 - 2004
Skills
Event Planning, Trade Shows, Marketing Communications, Event Management, Meeting Planning, Volunteer Management, Strategy, Budgets, Business Development, Social Media Marketing, Project Planning, Management, Public Relations, Contract Negotiation, Public Speaking, Marketing, Corporate Events, Program Management, Strategic Partnerships, Fundraising, Recruiting, Account Management, Marketing Strategy, Social Media, Strategic Planning, Leadership, Team Building, Sales Management, Proposal Writing, New Business Development
Education
Purdue University 1980 — 1984
BA, Public Relations/Supervisory Mgt
Mount Vernon High School 1976 — 1980
The Hawes Group, LLC September 2011 - Present
National Rural Telecommunications Cooperative February 2004 - September 2011
NAILBA 1999 - 2004
Skills
Event Planning, Trade Shows, Marketing Communications, Event Management, Meeting Planning, Volunteer Management, Strategy, Budgets, Business Development, Social Media Marketing, Project Planning, Management, Public Relations, Contract Negotiation, Public Speaking, Marketing, Corporate Events, Program Management, Strategic Partnerships, Fundraising, Recruiting, Account Management, Marketing Strategy, Social Media, Strategic Planning, Leadership, Team Building, Sales Management, Proposal Writing, New Business Development
Education
Purdue University 1980 — 1984
BA, Public Relations/Supervisory Mgt
Mount Vernon High School 1976 — 1980
Kate Poelker Roark Kate Poelker Roark's NAILBA Experience 2009 - 2011
Job Risk Management Consultant at Munich American Reassurance Company
Industry Insurance
Experience
Munich American Reassurance Company February 2014 - Present
AHOU: Association of Home Office Underwriters 2011 - Present
Munich American Reassurance Company August 2011 - January 2014
Business Underwriters Associates June 2010 - July 2011
NAILBA 2009 - 2011
West Coast Life March 2004 - May 2010
Banner Life Insurance 2001 - 2004
Zurich Life 2000 - 2001
Allstate January 1997 - January 2000
Prudential Financial 1995 - 1997
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Risk Management, Reinsurance, Brokers, Employee Benefits, Leadership
Education
Spring Hill College 1988 — 1992
B.A., English
Munich American Reassurance Company February 2014 - Present
AHOU: Association of Home Office Underwriters 2011 - Present
Munich American Reassurance Company August 2011 - January 2014
Business Underwriters Associates June 2010 - July 2011
NAILBA 2009 - 2011
West Coast Life March 2004 - May 2010
Banner Life Insurance 2001 - 2004
Zurich Life 2000 - 2001
Allstate January 1997 - January 2000
Prudential Financial 1995 - 1997
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Risk Management, Reinsurance, Brokers, Employee Benefits, Leadership
Education
Spring Hill College 1988 — 1992
B.A., English
Craig Berson Craig Berson's NAILBA Experience 1978 - Present
Job President, Berson Sokol Agency, Inc.
Industry Insurance
Experience
Berson - Sokol Agency, Inc. June 1981 - Present
NAILBA 1978 - Present
Genworth Financial 2010 - 2010
banner life 1998 - 2007
west coast life 1998 - 2007
the midland 1990 - 2000
Midland Life Insurance 1990 - 2000
north american company for life 1990 - 2000
nacolah 1990 - 2000
CNA Life Insurance 1990 - 1997
Skills
Fixed Annuities, Brokers, Insurance, Term Life Insurance, Life Insurance, Underwriting, Strategic Planning, Universal Life, Long-term Care, Sales Management, Marketing Strategy, Retirement Planning, Whole Life, Long Term Care Insurance, Life Settlements, Retirement, Insurance Brokerage, Critical Illness, Health Savings Accounts, Accident, Group Insurance, IRAs, Commercial Insurance, Financial Planners, Umbrella Insurance
Education
The Ohio State University - The Max M. Fisher College of Business 1974 — 1978
Insurance
beachwood high school 1970 — 1974
Insurance
BBYO
Berson - Sokol Agency, Inc. June 1981 - Present
NAILBA 1978 - Present
Genworth Financial 2010 - 2010
banner life 1998 - 2007
west coast life 1998 - 2007
the midland 1990 - 2000
Midland Life Insurance 1990 - 2000
north american company for life 1990 - 2000
nacolah 1990 - 2000
CNA Life Insurance 1990 - 1997
Skills
Fixed Annuities, Brokers, Insurance, Term Life Insurance, Life Insurance, Underwriting, Strategic Planning, Universal Life, Long-term Care, Sales Management, Marketing Strategy, Retirement Planning, Whole Life, Long Term Care Insurance, Life Settlements, Retirement, Insurance Brokerage, Critical Illness, Health Savings Accounts, Accident, Group Insurance, IRAs, Commercial Insurance, Financial Planners, Umbrella Insurance
Education
The Ohio State University - The Max M. Fisher College of Business 1974 — 1978
Insurance
beachwood high school 1970 — 1974
Insurance
BBYO
Christy Antil Christy Antil's NAILBA Experience April 2010 - March 2011
Job Director, Administration and Operations at NAILBA
Industry Nonprofit Organization Management
Experience
NAILBA April 2010 - March 2011
NAILBA February 2009 - April 2010
Colorado State University 2005 - 2008
ITT Systems, SENSOR Program 2004 - 2005
Colorado State University 2004 - 2005
Education
Colorado State University 2002 — 2006
BS, Health and Exercise Science
NAILBA April 2010 - March 2011
NAILBA February 2009 - April 2010
Colorado State University 2005 - 2008
ITT Systems, SENSOR Program 2004 - 2005
Colorado State University 2004 - 2005
Education
Colorado State University 2002 — 2006
BS, Health and Exercise Science
Daniel Peterson Daniel Peterson's NAILBA Experience January 2011 - Present
Job President & CEO, e4 Brokerage, LLC
Industry Insurance
Experience
NAILBA January 2011 - Present
Meyer-Chatfield April 2010 - Present
e4 Brokerage, LLC May 2009 - Present
Eide Bailly LLP May 2009 - Present
American General 2003 - Present
American General Life 2003 - Present
Partners Advantage March 2003 - March 2013
partners avantage insurance services 2003 - December 2009
Partners Advantage Insurance Services 2003 - May 2008
Clarica Life Insurance Company, US September 1998 - April 2003
Skills
Fixed Annuities, Retirement Planning, Insurance, Long-term Care, Estate Planning, Underwriting, Succession Planning, Mergers, Deferred Compensation, Management, Life Insurance, Disability Insurance, Retirement, Term Life Insurance, Product Design, Strategic Financial..., Health Insurance, Employee Benefits, Leadership, Universal Life, Investments, Brokers, Long Term Care Insurance, Financial Advisory, Financial Services, Strategy, Series 63, Securities, Mergers & Acquisitions, Wealth Management, Financial Planners, Finance
Education
Liberty University 1983 — 1987
NAILBA January 2011 - Present
Meyer-Chatfield April 2010 - Present
e4 Brokerage, LLC May 2009 - Present
Eide Bailly LLP May 2009 - Present
American General 2003 - Present
American General Life 2003 - Present
Partners Advantage March 2003 - March 2013
partners avantage insurance services 2003 - December 2009
Partners Advantage Insurance Services 2003 - May 2008
Clarica Life Insurance Company, US September 1998 - April 2003
Skills
Fixed Annuities, Retirement Planning, Insurance, Long-term Care, Estate Planning, Underwriting, Succession Planning, Mergers, Deferred Compensation, Management, Life Insurance, Disability Insurance, Retirement, Term Life Insurance, Product Design, Strategic Financial..., Health Insurance, Employee Benefits, Leadership, Universal Life, Investments, Brokers, Long Term Care Insurance, Financial Advisory, Financial Services, Strategy, Series 63, Securities, Mergers & Acquisitions, Wealth Management, Financial Planners, Finance
Education
Liberty University 1983 — 1987
Jack Chiasson, CAE Jack Chiasson, CAE's NAILBA Experience August 2007 - Present
Job Chief Executive Officer NAILBA
Industry Nonprofit Organization Management
Experience
NAILBA August 2007 - Present
Friends of Homeless Animals (FOHA) December 2012 - Present
PCMA 1988 - 2013
NAILBA April 2004 - August 2007
J. Spargo & Associates 2002 - 2003
Association Management Group 1999 - 2001
PRIMA (Public Risk Mgmt Assn) 1996 - 1999
National Association of Broadcasters 1990 - 1994
Skills
Trade Shows, Legal Issues, Meeting Planning, Association Management, Event Planning, Event Management, Budgets, Marketing Strategy, Contract Negotiation, Sponsorship, Hotels
Education
Stonehill College 1974 — 1976
NAILBA August 2007 - Present
Friends of Homeless Animals (FOHA) December 2012 - Present
PCMA 1988 - 2013
NAILBA April 2004 - August 2007
J. Spargo & Associates 2002 - 2003
Association Management Group 1999 - 2001
PRIMA (Public Risk Mgmt Assn) 1996 - 1999
National Association of Broadcasters 1990 - 1994
Skills
Trade Shows, Legal Issues, Meeting Planning, Association Management, Event Planning, Event Management, Budgets, Marketing Strategy, Contract Negotiation, Sponsorship, Hotels
Education
Stonehill College 1974 — 1976
Douglas Mishkin's NAILBA Experience 2003 - 2009
Job President & CEO, Algren Associates, Inc.
Industry Insurance
Experience
Algren Associates, Inc 1997 - Present
MobileBGA August 2015 - Present
LIFE Foundation January 2012 - December 2014
NAILBA 2003 - 2009
NAILBA 2007 - 2008
Bufkin, Hefferon & Siegel 1994 - 1997
The Guardian Life Insurance Company of America 1991 - 1994
MassMutual Financial Group 1990 - 1991
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care, Underwriting, Retirement Planning, Universal Life, Financial Services, Health Insurance, Term Life Insurance, Brokers, Retirement, Strategic Financial..., Securities, Reinsurance, Employee Benefits, Financial Advisory, IRAs, Financial Planning, Estate Planning, Long Term Care Insurance, Whole Life
Education
Franklin & Marshall College 1986 — 1990
BA, Business Management
Horace Mann 1981 — 1986
The Leaders Group, Member FINRA/SIPC
Registered representative
Algren Associates, Inc 1997 - Present
MobileBGA August 2015 - Present
LIFE Foundation January 2012 - December 2014
NAILBA 2003 - 2009
NAILBA 2007 - 2008
Bufkin, Hefferon & Siegel 1994 - 1997
The Guardian Life Insurance Company of America 1991 - 1994
MassMutual Financial Group 1990 - 1991
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care, Underwriting, Retirement Planning, Universal Life, Financial Services, Health Insurance, Term Life Insurance, Brokers, Retirement, Strategic Financial..., Securities, Reinsurance, Employee Benefits, Financial Advisory, IRAs, Financial Planning, Estate Planning, Long Term Care Insurance, Whole Life
Education
Franklin & Marshall College 1986 — 1990
BA, Business Management
Horace Mann 1981 — 1986
The Leaders Group, Member FINRA/SIPC
Registered representative
Ray Phillips Ray Phillips's NAILBA Experience January 2013 - December 2013
Job President of The Brokers Source, Ltd.
Industry Insurance
Experience
Bridgeway Captial, CDC 2007 - Present
The Brokers Source, Ltd February 1988 - Present
NAILBA January 2013 - December 2013
Pittsburgh, SFSP 2004 - 2006
SubCenters (Society of Underwriting Brokers) 2002 - 2006
Pittsburgh NAIFA 2004 - 2005
Pittsburgh Association of Health Underwriters 2001 - 2002
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Underwriting, Brokers, Universal Life, Long Term Care Insurance, Critical Illness, Public Speaking, Insurance, Whole Life, IRAs, Indexed Annuities, Workers Compensation, Licensed Life
Education
University of Pittsburgh 1980 — 1984
BA, Economics and Business
Bridgeway Captial, CDC 2007 - Present
The Brokers Source, Ltd February 1988 - Present
NAILBA January 2013 - December 2013
Pittsburgh, SFSP 2004 - 2006
SubCenters (Society of Underwriting Brokers) 2002 - 2006
Pittsburgh NAIFA 2004 - 2005
Pittsburgh Association of Health Underwriters 2001 - 2002
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Underwriting, Brokers, Universal Life, Long Term Care Insurance, Critical Illness, Public Speaking, Insurance, Whole Life, IRAs, Indexed Annuities, Workers Compensation, Licensed Life
Education
University of Pittsburgh 1980 — 1984
BA, Economics and Business
Anthony Mento, CFP(R)'s NAILBA Experience 2002 - Present
Job Owner/Member LIFE Brokerage, LLC★Certified Financial Planner★CE Instructor★Recruiter★Author
Industry Financial Services
Experience
Self Employed at LIFE Brokerage, LLC May 2013 - Present
Advantage Insurance Network 2010 - Present
Aalu 2010 - Present
NAILBA 2002 - Present
DVFG Brokerage January 2010 - May 2013
Tower Financial Planning 1999 - 2009
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Estate Planning, Financial Planners, Retirement, Health Insurance, Employee Benefits, Financial Advisory, Underwriting, Client Counseling, Sales, Disability Insurance, Long Term Care Insurance, Whole Life, Strategic Financial..., IRAs, New Business Development, Universal Life, Leadership, Buy-sell Agreements, Finance, Financial Risk, Wealth, Wealth Accumulation, Roth IRA, Term Life Insurance, Financial Services, Permanent Life Insurance, Insurance, High Net Worth..., 401k, Marketing, Critical Illness, Pensions, Strategy, Brokers, Financial Planning
Education
Academy of Life Underwring 2012 — 2015
Fellow, Academy of Life Underwriting Designation (FALU), Medical Underwriting for Life Insurance, ALU 102 - Level Two
The American College 2012 — 2013
CLU, The CLU® is the highest level designation available in the life insurance profession., 6 of 8 courses completed
CFP(R) 2004 — 2012
Certified Financial Planning, Comprehensive Financial Planning, Certificant
Fairleigh Dickinson University 2002 — 2004
CFP Certificant, Financial Planning
Widener University 1994 — 1998
BS, Business Management, Marketing
Self Employed at LIFE Brokerage, LLC May 2013 - Present
Advantage Insurance Network 2010 - Present
Aalu 2010 - Present
NAILBA 2002 - Present
DVFG Brokerage January 2010 - May 2013
Tower Financial Planning 1999 - 2009
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Estate Planning, Financial Planners, Retirement, Health Insurance, Employee Benefits, Financial Advisory, Underwriting, Client Counseling, Sales, Disability Insurance, Long Term Care Insurance, Whole Life, Strategic Financial..., IRAs, New Business Development, Universal Life, Leadership, Buy-sell Agreements, Finance, Financial Risk, Wealth, Wealth Accumulation, Roth IRA, Term Life Insurance, Financial Services, Permanent Life Insurance, Insurance, High Net Worth..., 401k, Marketing, Critical Illness, Pensions, Strategy, Brokers, Financial Planning
Education
Academy of Life Underwring 2012 — 2015
Fellow, Academy of Life Underwriting Designation (FALU), Medical Underwriting for Life Insurance, ALU 102 - Level Two
The American College 2012 — 2013
CLU, The CLU® is the highest level designation available in the life insurance profession., 6 of 8 courses completed
CFP(R) 2004 — 2012
Certified Financial Planning, Comprehensive Financial Planning, Certificant
Fairleigh Dickinson University 2002 — 2004
CFP Certificant, Financial Planning
Widener University 1994 — 1998
BS, Business Management, Marketing
Christi Daughenbaugh Christi Daughenbaugh's NAILBA Experience January 2011 - December 2011
Job President & Chief Operating Officer at Borden Hamman Insurance Marketing
Industry Insurance
Experience
Borden Hamman Insurance Marketing October 2012 - Present
Borden Hamman Agency, Inc. January 2008 - January 2012
NAILBA January 2011 - December 2011
Skills
Insurance, Sales, Term Life Insurance, Team Leadership, Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Financial Planning, Estate Planning, Retirement, Long Term Care Insurance, Business Relationship..., Strategic Financial..., Team Building, Disability Insurance, Medicare, Health Insurance, Underwriting, Public Speaking, Financial Services, New Business Development, Strategic Planning, Finance, Whole Life, Brokers, Employee Benefits, Marketing, Business Planning, Leadership, Account Management, Management, Marketing Strategy, IRAs, Sales Management, Property & Casualty..., Process Improvement, Business Analysis
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Business Administration
Borden Hamman Insurance Marketing October 2012 - Present
Borden Hamman Agency, Inc. January 2008 - January 2012
NAILBA January 2011 - December 2011
Skills
Insurance, Sales, Term Life Insurance, Team Leadership, Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Financial Planning, Estate Planning, Retirement, Long Term Care Insurance, Business Relationship..., Strategic Financial..., Team Building, Disability Insurance, Medicare, Health Insurance, Underwriting, Public Speaking, Financial Services, New Business Development, Strategic Planning, Finance, Whole Life, Brokers, Employee Benefits, Marketing, Business Planning, Leadership, Account Management, Management, Marketing Strategy, IRAs, Sales Management, Property & Casualty..., Process Improvement, Business Analysis
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Business Administration
Susan Klemmer Susan Klemmer's NAILBA Experience 2009 - 2009
Job Deputy Chief Executive Officer at National Association of Independent Life Brokerage Agencies
Industry Nonprofit Organization Management
Experience
National Association of Independent Life Brokerage Agencies July 2012 - Present
National Association of Independent Life Brokerage Agencies August 2011 - August 2012
National Association of Independent Life Brokerage Agencies January 2010 - July 2011
American Society of Civil Engineers September 2009 - January 2010
American Society for Clinical Pharmacology and Therapeutics July 2006 - February 2009
NAILBA 2009 - 2009
The Heart of America Foundation May 2002 - June 2006
Eisenstodt Associates, LLC 1999 - 2006
Personal Communications Industry Association 1993 - 1998
Skills
Problem Solving, Project Management, Event Management, Non-profits, Trade Shows, Event Planning
Education
Radford University 1987 — 1991
BS, Psychology, English
National Association of Independent Life Brokerage Agencies July 2012 - Present
National Association of Independent Life Brokerage Agencies August 2011 - August 2012
National Association of Independent Life Brokerage Agencies January 2010 - July 2011
American Society of Civil Engineers September 2009 - January 2010
American Society for Clinical Pharmacology and Therapeutics July 2006 - February 2009
NAILBA 2009 - 2009
The Heart of America Foundation May 2002 - June 2006
Eisenstodt Associates, LLC 1999 - 2006
Personal Communications Industry Association 1993 - 1998
Skills
Problem Solving, Project Management, Event Management, Non-profits, Trade Shows, Event Planning
Education
Radford University 1987 — 1991
BS, Psychology, English
Naomi Romanchok, CMP's NAILBA Experience November 2008 - March 2011
Job Events Manager at Association of Farmworker Opportunity Programs (AFOP)
Industry Nonprofit Organization Management
Experience
Association of Farmworker Opportunity Programs (AFOP) January 2015 - Present
RID April 2012 - September 2012
American Society of Civil Engineers October 2011 - April 2012
NAILBA November 2008 - March 2011
NVCC 2000 - 2010
Skills
Meeting Planning, Special Events Planning, On-Site Meetings..., Organization, Charitable Fundraising, Association Management, Operations, Event Planning, Fundraising, Nonprofits, Trade Shows, Event Management, Public Relations, Contract Negotiation, Management, Volunteer Management, Hospitality Management, Food & Beverage, Hospitality Industry, Hospitality, Corporate Events, Tourism
Education
Mercyhurst University 1983 — 1987
BA, Print Communications
Lumen Cordium High School 1979 — 1983
Diploma, Honors College Prep
Northern Virginia Community College
Association of Farmworker Opportunity Programs (AFOP) January 2015 - Present
RID April 2012 - September 2012
American Society of Civil Engineers October 2011 - April 2012
NAILBA November 2008 - March 2011
NVCC 2000 - 2010
Skills
Meeting Planning, Special Events Planning, On-Site Meetings..., Organization, Charitable Fundraising, Association Management, Operations, Event Planning, Fundraising, Nonprofits, Trade Shows, Event Management, Public Relations, Contract Negotiation, Management, Volunteer Management, Hospitality Management, Food & Beverage, Hospitality Industry, Hospitality, Corporate Events, Tourism
Education
Mercyhurst University 1983 — 1987
BA, Print Communications
Lumen Cordium High School 1979 — 1983
Diploma, Honors College Prep
Northern Virginia Community College
Alyse Blumberg, MEd,CLU,ChFC,CLTC,CASL, AEP Alyse Blumberg, MEd,CLU,ChFC,CLTC,CASL, AEP's NAILBA Experience 2005 - 2008
Job President at Blumberg Financial Services, LLC
Industry Insurance
Experience
Blumberg Financial Services, LLC August 1986 - Present
The Leaders Group December 2013 - Present
NAILBA 2005 - 2008
North Penn School District September 1969 - June 1972
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, Insurance, Technology, Cloud Computing, Estate Planning, Disability Insurance, Employee Benefits, Financial Services, Term Life Insurance, Underwriting, Long-term Care, Strategic Financial..., Retirement Planning, Health Insurance, Leadership, Wealth, Strategy, Retirement, Financial Planners, Marketing, 401k, IRAs, Small Business, Universal Life, Program Management, Accident, Whole Life, Wealth Management, Succession Planning, Financial Advisory, Series 63, Personal Finance, Investment Advisory, Mutual Funds, Pensions, Critical Illness, Personal Financial..., Property & Casualty..., Claim, Medicare, Series 7, Asset Allocation, Workers Compensation, Professional Liability, Agents, Asset Protection, Strategic Planning, Investments
Education
The American College 1987 — 1990
CLU, ChFC, CASL
Temple University 1969 — 1971
MEd, Education
Penn State University 1964 — 1968
BS, French Education
Blumberg Financial Services, LLC August 1986 - Present
The Leaders Group December 2013 - Present
NAILBA 2005 - 2008
North Penn School District September 1969 - June 1972
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, Insurance, Technology, Cloud Computing, Estate Planning, Disability Insurance, Employee Benefits, Financial Services, Term Life Insurance, Underwriting, Long-term Care, Strategic Financial..., Retirement Planning, Health Insurance, Leadership, Wealth, Strategy, Retirement, Financial Planners, Marketing, 401k, IRAs, Small Business, Universal Life, Program Management, Accident, Whole Life, Wealth Management, Succession Planning, Financial Advisory, Series 63, Personal Finance, Investment Advisory, Mutual Funds, Pensions, Critical Illness, Personal Financial..., Property & Casualty..., Claim, Medicare, Series 7, Asset Allocation, Workers Compensation, Professional Liability, Agents, Asset Protection, Strategic Planning, Investments
Education
The American College 1987 — 1990
CLU, ChFC, CASL
Temple University 1969 — 1971
MEd, Education
Penn State University 1964 — 1968
BS, French Education
Matt McAvoy's NAILBA Experience 2005 - 2006
Job CoFounder & Owner Target Insurance Services, Inc… I provide strategies to help protect your client's financial dreams!
Industry Insurance
Experience
Target Insurance Services, Inc. November 1981 - Present
LIFE Foundation January 2012 - November 2013
NAILBA 2005 - 2006
Education
Benedictine College 1977 — 1981
BA, Economics
Target Insurance Services, Inc. November 1981 - Present
LIFE Foundation January 2012 - November 2013
NAILBA 2005 - 2006
Education
Benedictine College 1977 — 1981
BA, Economics
Jeff Lingenfelter Jeff Lingenfelter's NAILBA Experience 2007 - 2008
Job
Industry Insurance
Experience
Transamerica Life Insurance Company February 2014 - Present
Allstate 2008 - 2013
NAILBA 2007 - 2008
Allstate Insurance 2006 - 2008
Allstate Financial 2002 - 2006
Skills
Insurance, Life Insurance, Strategy, Process Improvement, Fixed Annuities, Integration, Term Life Insurance, Leadership, Universal Life, Financial Services, Business Analysis, Project Management, Management, Sales, Risk Management, Salesforce.com, Health Insurance, SDLC, Strategic Planning, Underwriting, Disability Insurance, Retirement Planning, Brokers, Long-term Care, SQL, CRM, Relationship Management, Vendor Management, Access, Long Term Care Insurance, IT Strategy, Whole Life, Employee Benefits, Reinsurance, Team Building, Strategic Financial..., Accident, Financial Planners, Retirement, Business Intelligence, Requirements Gathering, Variable Annuities, Critical Illness, General Insurance, Visio, Business Requirements
Education
University of Nebraska-Lincoln 1990 — 2000
Bachelor of Arts (B.A.), Mathematics
Transamerica Life Insurance Company February 2014 - Present
Allstate 2008 - 2013
NAILBA 2007 - 2008
Allstate Insurance 2006 - 2008
Allstate Financial 2002 - 2006
Skills
Insurance, Life Insurance, Strategy, Process Improvement, Fixed Annuities, Integration, Term Life Insurance, Leadership, Universal Life, Financial Services, Business Analysis, Project Management, Management, Sales, Risk Management, Salesforce.com, Health Insurance, SDLC, Strategic Planning, Underwriting, Disability Insurance, Retirement Planning, Brokers, Long-term Care, SQL, CRM, Relationship Management, Vendor Management, Access, Long Term Care Insurance, IT Strategy, Whole Life, Employee Benefits, Reinsurance, Team Building, Strategic Financial..., Accident, Financial Planners, Retirement, Business Intelligence, Requirements Gathering, Variable Annuities, Critical Illness, General Insurance, Visio, Business Requirements
Education
University of Nebraska-Lincoln 1990 — 2000
Bachelor of Arts (B.A.), Mathematics
Gary Dworkin Gary Dworkin's NAILBA Experience January 2009 - December 2009
Job President at Dworkin Associates, Inc.
Industry Insurance
Experience
Diversified Underwriters Services, Inc. January 2013 - Present
NAILBA January 2009 - December 2009
Travelers Life & Annuity 1973 - 1975
Skills
Term Life Insurance, Permanent Life Insurance, Whole Life, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Underwriting, Long Term Care Insurance, Long-Term Disability, Marketing, Retirement, Strategic Financial..., Retirement Planning, Health Insurance, Estate Planning, Long-term Care, Leadership, Financial Services, Disability Insurance, Brokers, Universal Life, IRAs, Group Insurance, Health Savings Accounts, Financial Planners, Critical Illness, Employee Benefits, 401k, Accident, Insurance Brokerage, Series 6, Roth IRA, Wealth Accumulation, Investments, Insurance, Umbrella Insurance, Wealth, Professional Liability, Medicare, Life Insurance, Financial Planning
Education
Hofstra University 1965 — 1969
"BA", Marketing
Diversified Underwriters Services, Inc. January 2013 - Present
NAILBA January 2009 - December 2009
Travelers Life & Annuity 1973 - 1975
Skills
Term Life Insurance, Permanent Life Insurance, Whole Life, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Underwriting, Long Term Care Insurance, Long-Term Disability, Marketing, Retirement, Strategic Financial..., Retirement Planning, Health Insurance, Estate Planning, Long-term Care, Leadership, Financial Services, Disability Insurance, Brokers, Universal Life, IRAs, Group Insurance, Health Savings Accounts, Financial Planners, Critical Illness, Employee Benefits, 401k, Accident, Insurance Brokerage, Series 6, Roth IRA, Wealth Accumulation, Investments, Insurance, Umbrella Insurance, Wealth, Professional Liability, Medicare, Life Insurance, Financial Planning
Education
Hofstra University 1965 — 1969
"BA", Marketing
Meg Rose's NAILBA Experience January 2006 - January 2008
Job Marketing and Business Development Strategist
Industry Insurance
Experience
Superior Mobile Medics June 2014 - Present
Superior Mobile Medics September 2011 - May 2014
Ebix September 2010 - September 2011
Medlock Area Neighborhood Assocation 2005 - December 2010
Ebix October 2009 - September 2010
E-Z Data, Inc. February 2008 - October 2009
NAILBA January 2006 - January 2008
LOMA 2003 - 2005
LOMA December 2000 - January 2003
Bright Horizons Family Solutions November 1994 - July 1996
Skills
Project Management, Insurance, Strategic Planning, Product Management, Financial Services, New Business Development, Change Management, Business Analysis, Team Leadership, CRM, Team Building, Business Intelligence, Marketing Strategy, Account Management, Program Management, Product Development, Sales, Marketing, Leadership, Business Strategy, Business Development, Life Insurance, Budgets
Education
University of Phoenix 2003 — 2005
MBA
Bates College 1989 — 1993
BA
Superior Mobile Medics June 2014 - Present
Superior Mobile Medics September 2011 - May 2014
Ebix September 2010 - September 2011
Medlock Area Neighborhood Assocation 2005 - December 2010
Ebix October 2009 - September 2010
E-Z Data, Inc. February 2008 - October 2009
NAILBA January 2006 - January 2008
LOMA 2003 - 2005
LOMA December 2000 - January 2003
Bright Horizons Family Solutions November 1994 - July 1996
Skills
Project Management, Insurance, Strategic Planning, Product Management, Financial Services, New Business Development, Change Management, Business Analysis, Team Leadership, CRM, Team Building, Business Intelligence, Marketing Strategy, Account Management, Program Management, Product Development, Sales, Marketing, Leadership, Business Strategy, Business Development, Life Insurance, Budgets
Education
University of Phoenix 2003 — 2005
MBA
Bates College 1989 — 1993
BA
Jack Dewald, CLU, RHU's NAILBA Experience 2002 - 2003
Job President, Agency Services, Inc.
Industry Insurance
Experience
The Marketing Alliance, Inc. 2006 - Present
Agency Services, Inc. 1982 - Present
The LIFE Foundation January 2006 - December 2010
NAILBA 2002 - 2003
Skills
Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Brokers, Marketing, Life Insurance, Term Life Insurance, Universal Life, Retirement Planning, Strategic Financial..., Underwriting, IRAs, Retirement, Health Insurance, Employee Benefits, Long Term Care Insurance, Whole Life, Medicare, Critical Illness, Small Business, Accident, 401k, Financial Planners, Financial Advisory, Estate Planning, Wealth Management, Wealth, Roth IRA, Mutual Funds, 401k Rollovers, Wealth Accumulation, Series 6, Investment Advisory, Series 63, Group Insurance, Asset Allocation, Series 7, Indexed Annuities, Key Person Insurance, Health Savings Accounts, Financial Services, Insurance Brokerage, High Net Worth..., Premium Financing, Variable Annuities, Permanent Life Insurance, Financial Goals, Certified Financial..., Securities
Education
University of Arkansas at Fayetteville 1978 — 1982
BSBA, Finance & Insurance
The Marketing Alliance, Inc. 2006 - Present
Agency Services, Inc. 1982 - Present
The LIFE Foundation January 2006 - December 2010
NAILBA 2002 - 2003
Skills
Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Brokers, Marketing, Life Insurance, Term Life Insurance, Universal Life, Retirement Planning, Strategic Financial..., Underwriting, IRAs, Retirement, Health Insurance, Employee Benefits, Long Term Care Insurance, Whole Life, Medicare, Critical Illness, Small Business, Accident, 401k, Financial Planners, Financial Advisory, Estate Planning, Wealth Management, Wealth, Roth IRA, Mutual Funds, 401k Rollovers, Wealth Accumulation, Series 6, Investment Advisory, Series 63, Group Insurance, Asset Allocation, Series 7, Indexed Annuities, Key Person Insurance, Health Savings Accounts, Financial Services, Insurance Brokerage, High Net Worth..., Premium Financing, Variable Annuities, Permanent Life Insurance, Financial Goals, Certified Financial..., Securities
Education
University of Arkansas at Fayetteville 1978 — 1982
BSBA, Finance & Insurance
Steve Finkle's NAILBA Experience 2008 - 2010
Job President at National Brokerage Associates, Inc.
Industry Insurance
Experience
National Brokerage Associates, Inc. October 1995 - Present
UDF 2009 - 2014
NAILBA 2008 - 2010
Skills
Long-term Care, Fixed Annuities, Life Insurance, Retirement Planning, Strategic Financial..., Disability Insurance, Brokers, Term Life Insurance, Long Term Care Insurance, Retirement, 401k, Insurance, Estate Planning, Universal Life, Financial Planning, Underwriting, Employee Benefits, Whole Life
Education
Georgia State University 1967 — 1972
BBA, Insurance
National Brokerage Associates, Inc. October 1995 - Present
UDF 2009 - 2014
NAILBA 2008 - 2010
Skills
Long-term Care, Fixed Annuities, Life Insurance, Retirement Planning, Strategic Financial..., Disability Insurance, Brokers, Term Life Insurance, Long Term Care Insurance, Retirement, 401k, Insurance, Estate Planning, Universal Life, Financial Planning, Underwriting, Employee Benefits, Whole Life
Education
Georgia State University 1967 — 1972
BBA, Insurance