p.o. box 305030 nashville, tn 37230-5027 title job description … · 2017. 7. 8. · legend:...

Legend:Dedicated Resources to AIN

800-848-0977 general email boxeswww.accordia.com general fax lines

P.O. Box 305030

Nashville, TN 37230-5027

NameNew Business New Business New Business 800-848-0977 Opt 1Licensing and Contracting Licensing and Contracting Licensing and Contracting 800-848-0977 Opt 7Compensation Compensation Compensation 800-848-0977 Opt 7Pre-Sale Support Sales Product - assstance, case design, support 800-848-0977 Opt 3Illustrations Sales Illustrations - training, support, case design 800-848-0977 Opt 3Advanced Markets Sales Advanced Sales Concepts - case design and support 800-848-0977 Opt 2Inforce Policy Service (Aviva Policies) Inforce Sales and Service Inforce Sales and Service 800-800-9882 Opt 2, 1Inforce Illustrations (Aviva Policies) Inforce Sales and Service Inforce Sales and Service 800-800-9882 Opt 2, 1Inforce Policy Service (Accordia Policies) Inforce Sales and Service Inforce Sales and Service 800-848-0977 Opt 5

Inforce Illustrations (Accordia Policies) Inforce Sales and Service Inforce Sales and Service 800-848-0977 Opt 5Web Support Sales Website - training, assistance, troubleshooting 800-848-0977 Opt 3AIN Dedicated Team New Business Inquiries New Business 800-848-0977 Opt 1 800-262-6976 [email protected] Quick Quote Submissions New Business [email protected] Applications Trial Case Submissions New Business [email protected] & New Business New Business Submissions New Business 800-262-6976Virginia Craig VP Life New Business & Underwriting 515-393-3577 [email protected] Veatch Assistant VP Life New Business & Underwriting 515-393-3702 [email protected] Yates Manager Life New Business & Underwriting 800-848-0977 123717 [email protected] Barnett Case Manager Life New Business & Underwriting 800-848-0977 123557 [email protected] Roquet Case Manager Life New Business & Underwriting 800-848-0977 123678 [email protected] Miller Case Manager Life New Business & Underwriting 800-848-0977 123650 [email protected] Minear Case Manager Life New Business & Underwriting 800-848-0977 123656 [email protected] Gabriel Case Manager Life New Business & Underwriting 800-848-0977 123591 [email protected]

Sandy Conn Case Manager Life New Business & Underwriting 800-848-0977 123574 [email protected] Mayer Associate Chief Underwriter Underwriting 515-393-3644 [email protected] Harris Senior Lead Underwriter Underwriting 800-848-0977 123602 [email protected] Kline Senior Underwriter Underwriting 800-848-0977 123625 [email protected] Gutierrez Senior Underwriter Underwriting 800-848-0977 123595 [email protected] Yasso Senior Underwriter Underwriting 800-848-0977 123718 [email protected]

Licensing and Contracting General Email Licensing and Contracting 800-848-0977 Opt 7 [email protected]

Compensation General Email Compensation 800-848-0977 Opt 7 [email protected]

Pre-Sale Support Illustrations, Product, Software, Website Sales 800-848-0977 Opt 3 [email protected]

Advanced Markets General Email Sales 800-848-0977 Opt 2 [email protected] Havener VP Independent Channel Sales 904-874-5780 [email protected] Geurkink VP Sales Sales - External (Life) 515-393-3592 [email protected] Perschall Sales Account Manager Sales - Internal (Life) 515-393-3667 [email protected] Policy Service (Aviva Policies) Inforce Sales and Service Inforce Sales and Service 800-800-9882 Opt 2, 1 [email protected] Illustrations (Aviva Policies) Inforce Sales and Service Inforce Sales and Service 800-800-9882 Opt 2, 1 [email protected] Policy Service (Accordia Policies) Inforce Sales and Service Inforce Sales and Service 800-848-0977 Opt 5 [email protected] Illustrations (Accordia Policies) Inforce Sales and Service Inforce Sales and Service 800-848-0977 Opt 5 [email protected] (Aviva Policies) General Email Inforce Sales and Service 800-800-9882 Opt 2, 6 [email protected] (Accordia Policies) General Email Inforce Sales and Service 800-848-0977 Opt 6 [email protected]

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Dedicated Line for AIN Legend:877-686-7954 877-686-7954 Dedicated Resources to AIN

Option 1, New Business [email protected] general email boxes

Option 2, Licensing & Commissions general fax lines

Option 3, Sales Support

Option 4, Inforce Policy Information

NameNew Business email New Business Inquiries New Business 877-686-7954 [email protected] Business Fax: New Business Submissions New Business 800-915-9937Jeff Winkelmann Vice President, Risk Selection Technical UW New Business 414-443-5787 [email protected] Childs Vice President, Producer Services - New Business / UW New Business 713-831-8393 [email protected] Quotes Quick Quote Submissions and Inquires New Business 877-686-7954 [email protected] Informals Trial Case Submissions and Inquiries New Business 877-686-7954 [email protected] Business Inquiries Formal Application Inquiries New Business 877-686-7954 [email protected] Kochman Director New Business & Underwriting Team 877-686-7954 13527 [email protected] Lee Underwriter New Business & Underwriting Team 877-686-7954 14157 [email protected] Bannen Underwriter New Business & Underwriting Team 877-686-7955 13617 [email protected] Gale Underwriter New Business & Underwriting Team 877-686-7956 12245 [email protected] Bandu Underwriter New Business & Underwriting Team 877-686-7954 12113 [email protected] Ann Nelson Underwriter New Business & Underwriting Team 877-686-7954 14210 [email protected] Miller Underwriter New Business & Underwriting Team 877-686-7955 18962 [email protected] Schroeder Unerwriter New Business & Underwriting Team 877-686-7955 11931 [email protected] Schneider - Supervisor Supervisor Case Management 877-686-7954 16018 [email protected] McMeekin Case Manager Case Management 877-686-7954 13537 [email protected] Bartlow Case Manager Case Management 877-686-7954 13959 [email protected] Zub Case Manager Case Management 877-686-7954 11902 [email protected] Watkins Case Manager Case Management 877-686-7954 18561 [email protected] Gonazalez Case Manager Case Management 877-686-7954 13957 [email protected] Miller Case Manager Case Management 877-686-7954 15902 [email protected] Kane Case Manager Case Management 877-686-7955 13523 [email protected]/GA Team Email: FL/GA New Business Inquiries New Business & Underwriting Team [email protected] Nin Underwriting/ New Business Director New Business & Underwriting Team 877-686-7954 14266 [email protected] Dalton Underwriter New Business & Underwriting Team 877-686-7954 18523 [email protected] Fortune Underwriter New Business & Underwriting Team 877-686-7954 13608 [email protected] Harris Underwriter New Business & Underwriting Team 877-686-7954 12147 [email protected] Harris-Whaley Underwriter New Business & Underwriting Team 877-686-7954 13425 [email protected] Rogers Underwriter New Business & Underwriting Team 877-686-7954 15211 [email protected] Schofield Underwriter New Business & Underwriting Team 877-686-7954 15324 [email protected] Joseph Hudnall Supervisor Case Management 877-686-7954 18720 [email protected] Bordelon Case Manager Case Management 877-686-7954 13821 [email protected] Ware Case Manager Case Management 877-686-7955 13428 [email protected] Rector Case Manager Case Management 877-686-7954 15975 [email protected] Park Case Manager Case Management 877-686-7954 14218 [email protected] Huynh Case Manager Case Management 877-686-7954 11126 [email protected] Contracting Email: [email protected] Fax Licensing: 877-484-3142Jay Lohman Vice President Licensing 877-686-7954 16369 [email protected] Whitfield Manager, Account Representatives Licensing 877-686-7954 13054 [email protected]

General Commissions: Compensation Inquiries Commission 800-247-8837 877-484-3142 [email protected] Klotz Director Commission 877-686-7954 16047 [email protected]

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Advanced Sales Advanced Sales Inquiries, Illustratrions www.agadvancedmarkets.com 855-323-6923 [email protected]

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NameEmailTitle Job Description Phone Ext Fax

Jim Mallon President Regional Sales Accounts [email protected] Deremo CDO & Executive Sales Vice President Regional Sales Accounts - Sales and Marketing [email protected] Peterson SR. VP Sales Regional Sales Accounts 713- 831-8584 [email protected] Caspers VP, Head of Strategic Accounts National Accounts 713- 831-4091 [email protected] Speigel AIN Strategic Account Vice President National Accounts 513-254-2580 [email protected] Tyler Divisional Vice President Annuity, Divisional Manager 713-831-8701 [email protected] Barker Divisional Vice President Western Divisional Manager 713-831-6491 [email protected] Zabel Divisional Vice President Eastern Divisional Manager 860-573-7592 [email protected]

Margie Cruz Internal Sales Consultant Sales Support for AIN 713-831-6212 [email protected]

Daisy Rodriguez Internal Sales Consultant Sales Support for AIN 713-831-3034 [email protected]

Annuities General: 888-438-6933 [email protected]

Terike Novak Regional VP- WestWA, OR, ID, CA, NV, AK, MT, WY, UT, AZ, CO, NM, ND, SD,

NE, KS, OK, TX, MN, IA, MO, WI, IL, MI, IN 972-689-7249 [email protected]

Jacques Brousseau Regional VP- EastME, NH, VT, MA, CT, RI, NY, NJ, DE, MD, DC, PA, OK, WV,

VA, KY, TN, NC, SC, AR, LA, MS, AL, GA, FL 804-332-0088 [email protected] Samuel Internal Wholesaler ALL USA 713-831-5218 [email protected] Pollok VP Strategic Sales Department Annuity Division 517-648-5844 [email protected] Egan Licensing and Commissions Account Rep- Annuity ALL USA 713-831-8678 [email protected] Durrant Licensing and Commissions Account Rep - Inheritance Life ALL USA 713-831-8136 [email protected]

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Julia Herpel Account Representative Term Conversion217-541-7718

Direct to Julie; Or 800-247-8837

800-382-4662 [email protected]

Frank Masotto Regional VP Southern CA, HI 888-442-8350 [email protected]

Ken De Silva Sr. Internal Wholesaler Southern CA, HI 888-442-8350 [email protected]

Ryan Strick Regional VP CA, NV 800-322-2596 [email protected]

Jaz Pinero Internal Wholesaler CA, NV 800-322-2596 [email protected]

Michael Brandenburg Regional VP IA, MN, NE, ND, SD, WI 866-587-9244 [email protected]

Ken De Silva Internal Wholesaler IA, MN, NE, ND, SD, WI 866-587-9244 [email protected]

Steve Burns Regional VP MI, OH, PA, DC, MD 800-870-7687 [email protected]

Ted Fravel Internal Wholesaler MI, OH, PA, DC, MD 800-870-7687 [email protected]

Nate Williams Regional VP AK, AZ, CO, ID, MT, NM,OR, UT, WY, WA 800-718-5940 [email protected]

Georgia Hale Internal Wholesaler AK, AZ, CO, ID, MT, NM,OR, UT, WY, WA 800-718-5940 [email protected]

Dave Weaver Regional VP KS, IL, IN, MO 888-576-3464 [email protected]

Jaz Pinero Sr. Internal Wholesales KS, IL, IN, MO 888-576-3464 [email protected]

Tom Brown Regional VP TX, OK, LA 800-608-9868 [email protected]

Georgia Hale Sr. Internal Wholesales TX, OK, LA 800-608-9868 [email protected]

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John Asfar Regional VP NJ, PA, DE 855-633-0404 [email protected]

Paul Todd Internal Wholesaler NJ, PA, DE 855-633-0404 [email protected]

Chad Bachorowski Regional VP CT, MA, ME, VT, NH, NY, RI 877-883-6587 [email protected]

Paul Todd Internal Wholesaler CT, MA, ME, VT, NH, NY, RI 877-883-6587 [email protected]

William Sloan Regional VP AR, MS, AL, TN, KY, WV, NC, VA 866-881-9674 [email protected]

Bryant Hunter Sr. Internal Wholesaler AR, MS, AL, TN, KY, WV, NC, VA 866-881-9674 [email protected]

Peter Wilson Regional VP SC, GA, FL 800-787-9937 [email protected]

Ted Fravel Sr. Internal Wholesaler SC, GA, FL 800-787-9937 [email protected]

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Dedicated Resources to AIN

www.axa-equitable.com general email boxes

Phone #800-924-6669 general fax lines

AXA Equitable , 80 Scott Swamp Rd,.Farmington, CT. 06032

NameAXA Equitable Policy holder Services Mailing Address 8501 IBM Drive, Suite 150 888-228-6690

Charlotte, NC. 28262

MONY Policyholder Services Mailing Address 100 Madison Street 800-487-6669Syracuse, NY. 13202

US Financial Life Ins. Co. Policyholder Services Mailing Address 100 Madison Street 800-959-3894Sycracuse, NY. 13202

Quick Quotes; N/A No Quick QuotesInformals [email protected] Applications [email protected] Fax numbers: Document Management Center 816-502-0179Crystal Quicano Relationship Team Manager New Business 704-341-6786 [email protected] Swindell Case Manager New Business 704-341-3883 [email protected] Davis Case Manager New Business 704-540-3990 [email protected]

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Kathy Learned Managing Chief Underwriter Underwriting 860-409-1260 [email protected] McLaughlin Underwriter Underwriting 860-409-1404 [email protected] Materkowski Underwriter Underwriting 860-409-1343 [email protected] Deane Underwriter Underwriting 860-409-1341 [email protected] Carvalho Underwriter Underwriting 315-477-4163 [email protected] King AVP & Managing Chief Large Case Team 860-409-1263 [email protected] Dahl Chief Underwriter Large Case Underwriting 860-409-1167 [email protected] Capstraw Asst Chief Underwriter Large Case Underwriting 315-477-3313 [email protected] Dropick Chief Underwriter Large Case Underwriting 860-409-1267 [email protected] Derrig Chief Underwriter Large Case Underwriting 860-409-1270 [email protected]

Brie Gadbois Large Case Manager Large Case Underwriting 704-341-6709 [email protected]

Dana Natale Large Case Manager Large Case Underwriting 704-341-6600 [email protected] General Inquiries Licensing Licensing 800-924-6669 Opt 3, Opt 2 800-657-2911 [email protected] Duston Licensing Representative Licensing 704-341-7038 [email protected] Jackson Licensing Representative Licensing 704-341-6332 [email protected] Gullatte Licensing Representative Licensing 704-341-7035 [email protected] General Inquiries Commissions Commissions 800-924-6669 Opt 4, Opt 2 800-657-2911 [email protected] Murray Commissions Specialist Commissions 704-341-7022 [email protected] Jackson Commissions Specialist Commissions 704-341-7027 [email protected] Martin Commissions Specialist Commissions 704-341-6752 [email protected] Guillemette AVP Advanced Case Consultant 860-409-1133 [email protected] Cyr Specialist Advanced Case Design 860-409-1111 [email protected] Teitelbaum Vice President Advanced Sales Attorney 860-409-1181 [email protected] Olewnik AVP Advanced Sales Attorney 860-409-1172 [email protected] Donnells Specialist Advanced Case Design 860-409-1340 [email protected] Tomasio Attorney Advanced Sales Attorney 860-409-1159 [email protected]

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www.axa-equitable.com general email boxes

Phone #800-924-6669 general fax lines

AXA Equitable , 80 Scott Swamp Rd,.Farmington, CT. 06032


Jamuna Kennedy Regional Vice President RVP ‐ IN, KY, OH MI, MO 248-421-0607 [email protected] Johnson Internal Wholesaler Internal Wholesaler working with Jim Williams and Jamuna Kennedy 860-409-1117 [email protected] Hoke Regional Vice President RVP ‐ TX, OK, AR, LA 214-675-5012 [email protected] Casey Internal Wholesaler Internal Wholesaler working with Scott Hoke 860-409-1145 [email protected] Williams Regional Vice President RVP ‐ MS, AL, GA, FL 770-855-8040 [email protected] White Internal Wholesaler Internal Wholesaler working with Janet Elie and Garrett Williams 860-409-1110 [email protected] Ramirez Regional Vice President RVP, Southern CA 949-300-4528 [email protected] Altieri Internal Wholesaler Internal Wholesaler working with Michelle Ramirez 860-409-1107 [email protected] Heinrich Regional Vice President RVP, Southern CA 858-361-7224 [email protected] Casey Internal Wholesaler Internal Wholesaler working with Joe Heinrich 860-409-1145 [email protected] Cherryhomes Divisional VP Divisional VP 360-609-9360 [email protected] Sillari Internal Wholesaler Internal Wholesaler working with Mark Cherryhomes 860-409-1125 [email protected] Elie Regional Vice President RVP - AZ, KS, NM 816-718-8668 [email protected] White Internal Wholesaler Internal Wholesaler working with Janet Elie and Garrett Williams 860-409-1110 [email protected] Templin Divisional VP Divisional VP 312-622-0100 [email protected] O'Connell Internal Wholesaler Internal Wholesaler working with David Templin and Dan Davies 860-409-1184 [email protected] Morrow Regional Vice President RVP - CT, ME, NH, RI, MA, NJ, NY, VT 860-331-1270 [email protected] Tolhurst Internal Wholesaler Internal Wholesaler working with Mike Morrow and Jon Denote 860-409-1143 [email protected] Stachowiak Regional Vice President RVP - CT, ME, NH, RI, MA, NJ, NY, VT 860-416-4179 [email protected] Hedworth Internal Wholesaler Internal Wholesaler working with Ryan Stachowiak & Joe Heinrich 860-409-1241 [email protected] Denote Regional Vice President RVP - CT, ME, NH, RI, MA, NJ, NY, VT 860-681-4677 [email protected] Tolhurst Internal Wholesaler Internal Wholesaler working with Mike Morrow and Jon Denote 860-409-1143 [email protected] Williams Regional Vice President RVP - DC, DE, MD, PA, NC, SC, TN, VA, WV 610-703-9591 [email protected] Johnson Internal Wholesaler Internal Wholesaler working with Jim Williams and Jamuna Kennedy 860-409-1117 [email protected] Davies Regional Vice President RVP - NV,UT,CO 720-840-9691 [email protected] O'Connell Internal Wholesaler Internal Wholesaler working with David Templin and Dan Davies 860-409-1184 [email protected]

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800-505-9427 general email boxes

wwww.jhsalesnet.com general fax lines

John Hancock Life Insurance, 200 Bloor St EastToronto, ON, M4W 1 E5

NameWilliam Frazee AVP Inforce Service & Operations 617-572-4825 824825 [email protected]

Greg King Director Inforce Management 416-852-8417 828417 [email protected] Wilson Senior Manager Inforce Customer Service - Brokerage Service 617-572-4825 865502 [email protected]

Christopher Labossiere Manager Inforce Communications - Brokerage Service 617-572-4825 826376 [email protected]

Samara Tripp Manager Client Relations 416-852-0124 820124 [email protected] Jorge Consultant Client Relations 416 852-5772 825772 [email protected] Sales Support Sales Desk Illustrations and Marketing Support 888-266-7498 opt 2Inforce Policy Support Inforce Policy Service Inforce Inquiries, Illustrations, Policy Change Forms [email protected] Quote: Quick Quote Submissions New Business [email protected]

Underwriting & New Business New Business Submissions New Business 416-926-5599

Sarah Young Director Life New Business 416-852-3770 823770 [email protected] O'Brien AVP Life New Business Operations 617-572-5193 725193 seano'[email protected]

Nicole Holmes Sr. Manager, Case Management Case Manangement 617-572-5461 725461 [email protected] Joseph Case Manager Specialist Case Manangement 800-505-9427 828844 [email protected]

Rene Francis Senior Case Manager Case Manangement 800-505-9427 726376 [email protected] Imlach Case Manager Case Manangement 800-505-9427 720874 [email protected] Spohn Case Manager Case Manangement 800-505-9427 721268 [email protected] Pengelley Lead Underwriting Director Underwriting 800-505-9427 826770 [email protected]

Neil Fecteau Senior Underwriter Underwriting 800-505-9427 828783 [email protected]

Greg McIntosh Associate Underwriter Underwriting 800-505-9427 825596 [email protected]

Mark Boscarino Senior Underwriter Underwriting 800-505-9427 882036 [email protected]

Kristine Romaniw Senior Underwriter Underwriting 800-505-9427 882030 [email protected] Colberg Senior Underwriter Underwriting 800-505-9427 720023 [email protected] Williams Senior Underwriter Underwriting 800-505-9427 721250 [email protected]

Karri Shannon Director of COLI Underwriting COLI Underwriting 416-852-6392 826392 [email protected] Hartman Senior Underwriter Underwriting 800-505-9427 882032 [email protected]

General Email: [email protected]

Mallory Courtney Primary Associate Compensation 416-926-4812 864812 [email protected] Williams Manager Compensation 416-852-7637 867637 [email protected]

Robin Doobay Director Licensing & Compensation 416-926-5562 865562 [email protected]

Natasha Martin Liaison Licensing 416-852-0343 820343 [email protected]

Stephanie Hunter Manager Licensing 416-926-5291 821141 [email protected]

Brian Powers Liason Licensing 617-572-0251 720251 617-572-4450 [email protected] Papas Licensing Specialist Licensing 416-926-6073 866073 [email protected] Quigley Life Brokerage contracts Contracting 617-572-1878 721878 617-572-1878 [email protected] Squire Manager Contracting 617-572-4804 724804 617-572-4450 [email protected]

Linda Levyne VP Field Sales/Account Management 815-790-5134 [email protected]

Adam Monteverde Director Account Management 617-572-4042 724042 [email protected]


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Hunter Mills, CLU, ChFC Nashville RD Nashville - Sales 800-342-1352 1 (615) 771-9394 [email protected] Green Sr. Sales Coordinator Sales 800-342-1352 2 (615) 771-9394 [email protected]

David Arndorfer, CLU, ChFC Portland RD Portland - Sales 866-227-7733 1 (503) 620-6816 [email protected]

Suzie Floeter Sales Associate Sales 866-227-7733 2 (503) 620-6816 [email protected] Settle Sr. Sales Coordinator Sales 866-227-7733 3 (503) 620-6816 [email protected]

Karin Egan Atlanta RD Atlanta - Sales 800-733-4071 1 (678) 417-1017 [email protected]

Mark Mayer Sales Associate Sales 800-733-4071 2 (678) 417-1017 [email protected] Shtaida Sales Associate Sales 800-733-4071 3 (678) 417-1017 [email protected]

Jim Aubry, CLU, ChFC, LUTCF, LIC Detroit RD Detroit - Sales 800-968-8761 1 (248) 644-5639 [email protected]

Valerie Settle Sales Associate Sales 800-968-8761 2 (248) 644-5639 [email protected]

Wayne Baldwin, CLU, FLMI Pittsburgh RD Pittsburgh - Sales 800-521-0677 1 (412) 391-9249 [email protected]

John Hillman, FLMI, ACS, AIAA, CLU Sales Associate Sales 800-521-0677 2 (412) 391-9249 [email protected]

Ellen Martin Sales Associate Sales 800-521-0677 3 (412) 391-9249 [email protected]

Rich Brandys New Jersey RD NJ - Sales 800-386-7146 1 (732) 566-7947 [email protected]

Robert Peckham Sales Associate Sales 800-386-7146 2 (732) 566-7947 [email protected]

Edward Curtin, CLU, ChFC, MSFS Boston RD Boston - Sales 800-873-1025 1 (781) 407-9496 [email protected]

Jeff Matthews, ChFC Senior Sales Associate Sales 800-873-1025 2 (781) 407-9496 [email protected] Carter Sales Associate Sales 800-873-1025 3 (781) 407-9496 [email protected] Decker, CLU, FLMI Omaha RD Omaha - Sales 800-289-6341 1 (402) 393-4196 [email protected] McIntyre Sales Associate Sales 800-289-6341 2 (402) 393-4196 [email protected] Martin St. Louis RD St. Louis - Sales 888-544-2344 1 (314) 725-7828 [email protected] Smith Sales Associate Sales 888-544-2344 2 (314) 725-7828 [email protected] Hall Dallas RD Dallas - Sales 800-814-0566 1 (972) 960-6340 [email protected] Sims Sr. Sales Coordinator Sales 800-814-0566 2 (972) 960-6340 [email protected] Harrison, CPA, CLU Denver RD Denver - Sales 800-762-3514 1 (303) 221-7878 [email protected] Rogers Sales Associate Sales 800-762-3514 3 (303) 221-7878 [email protected] Horn, LUTCF Chicago RD Chicago - Sales 800-423-0054 1 (312) 338-1720 [email protected] Chan Sr. Sales Associate Sales 800-423-0054 3 (312) 338-1720 [email protected] Johnson Sales Associate Sales 800-423-0054 2 (312) 338-1720 [email protected] Hudack, CLU, ChFC Orange County RD Orange County, CA - Sales 800-975-0921 1 (949) 975-0606 [email protected] McCann Sr. Sales Coordinator Sales 800-975-0921 2 (949) 975-0606 [email protected] Nave Sr. Sales Coordinator Sales 800-975-0921 3 (949) 975-0606 [email protected] Koch, CLU L.A. Woodland Hills RD L.A.& Woodland Hills, CA - Sales 800-660-1977 1 (310) 640-7325 [email protected] Sherman Sr. Sales Coordinator Sales 800-660-1977 2 (310) 640-7325 [email protected] Loney Minneapolis RD Minneapolis - Sales 800-736-7737 1 (952) 935-2727 [email protected] Bonkowske Sales Associate Sales 800-736-7737 2 (952) 935-2727 [email protected] Koch, CLU LA-Central RD Central L.A. - Sales 800-980-5405 1 (310) 640-7325 [email protected] Green Sr. Sales Coordinator Sales 800-980-5405 2 - [email protected] Ricketts Northern CA RD Northern California Region - Sales 800-253-6006 1 - [email protected] MacDonough, CLU Sr. Sales Associate Sales 800-253-6006 2 (925) 977-3498 [email protected] McGuirk, CLU, ChFC, CFP Greensboro RD Greensboro - Sales 800-627-1686 1 (336) 378-9969 [email protected] Eichhorn, CLU Sales Associate Sales 800-627-1686 2 (336) 378-9969 [email protected] "G" Meadows Sr. Sales Coordinator Sales 800-627-1686 3 (336) 378-9969 [email protected]

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Mark Gunn, CLU Birmingham RD Birmingham - Sales 800-255-8985 1 (205) 967-6725 [email protected] Blackwell Sr. Sales Coordinator Sales 800-255-8985 2 (205) 967-6725 [email protected] Molino Philadelphia RD Philadelphia - Sales 800-398-2424 1 (610) 941-9929 [email protected] Ambrose Sales Associate Sales 800-398-2424 3 (610) 941-9929 [email protected] Heist Sales Associate Sales 800-398-2424 2 (610) 941-9929 [email protected] Saiki Hawaii RD Hawaii - Sales 800-232-2537 1 (808) 524-3878 [email protected] Shenton Sales Coordinator Sales 800-232-2537 2 (808) 524-3878 [email protected] Szpiro Ft Lauderdale RD Ft. Lauderdale - Sales 800-333-2103 1 (954) 527-9098 [email protected] Edelman Senior Sales Associate Sales 800-333-2103 3 (954) 527-9098 [email protected] Michael Luciani Sr. Sales Coordinator Sales 800-333-2103 4 (954) 527-9098 [email protected] Asencio Sr. Sales Coordinator Sales 800-333-2103 2 (954) 527-9098 [email protected] Testa-Murphy New York Upstate RD Upstate NY - Sales 888-688-4580 5 (716)-626-4218 [email protected] Marie Sacco Sales Coordinator Sales 888-688-4580 7 (716)-626-4218 [email protected] Ussery, CLU, ChFC, LUTCF Houston RD Houston - Sales 800-966-9180 1 (713) 629-6083 [email protected] Wyatt Sales Associate Sales 800-966-9180 2 (713) 629-6083 [email protected] Adrien Sr. Sales Coordinator Sales 800-966-9180 3 (713) 629-6083 [email protected]

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Phone #866-227-5986 general email boxeswww.lfg.com general fax lines

Lincoln Financial Distributors, One Granite PlaceConcord, NH 03301

NameAmanda Purvis Team Leader Paid Changes(Legacy Lincoln & Legacy Jefferson Pilot) 603-229-6250 [email protected] Edwards Team Leader Fixed Life Disbursements 336-691-4052 [email protected] Brown Director Business Retention 336-691-4014 [email protected] Goodling Director, Tele-App and PHI Tele-App and PHI 860-466-1115 [email protected] Cust Service Fixed/Term Life fax Fixed/Term Life Customer Service 800-819-1987Inforce Cust Service Variable/MoneyGuard Life fax Variable/MoneyGuard Customer Service 800-819-1987Inforce Cust Service Fixed/Term Life phone Fixed/Term Life Customer Service 800-487-1485Inforce Cust Service MoneyGuard phone MoneyGuard Customer Service 800-487-1485Inforce Cust Service Variable Life phone Variable Customer Service 800-487-1485Inforce Cust Service Fixed/Term email Fixed/Term Life Customer Service [email protected] Cust Service Variable/MoneyGuard email Variable/MoneyGuard Customer Service [email protected] Support Website Technical Support 877-533-1022 [email protected]

New Business Fax New Business Submissions New Business 866-690-8117

New Business Scan/email: New Business Submissions New Business [email protected] Quotes email: Quick Quote New Business [email protected] MacDonald Operations MGR New Business 866-227-5986 5572 603-226-5572 [email protected] Mattice Senior New Business Associate New Business 866-227-5986 5577 603-226-5577 [email protected] Rand New Business Associate II New Business 866-227-5986 6072 603-226-6072 [email protected] Sage New Business Associate II New Business 866-227-5986 6145 603-226-6145 [email protected] Champagne Senior New Business Associate New Business 866-227-5986 5980 603-226-5980 [email protected] Cummings Senior New Business Associate New Business 866-227-5986 5497 603-226-5497 [email protected] Mohammed New Business Associate New Business 866-227-5986 5953 603-226-5953 [email protected] Therriault New Business Associate II New Business 866-227-5986 5833 603-226-5833 [email protected] Sullivan New Business Associate New Business 866-227-5986 5964 603-226-5964 [email protected] Dragoon New Business Associate New Business 866-227-5986 5557 603-226-5557 [email protected] Hammond Account Executive Underwriting 603-229-6262 860-466-1152 [email protected] Weinhauer Senior Underwriting Director Underwriting 603-226-5694 [email protected] Fleming UW Director Underwriting 603-229-6098 [email protected] Dehaan UW Director Underwriting 603-229-6240 [email protected] Galgano Associate UW Director Underwriting 603-229-6275 6275 877-218-5929 [email protected] Schramm Associate UW Director Underwriting 603-229-6026 6026 866-414-0312 [email protected] Marinaccio Associate UW Director Underwriting 860-466-2321 [email protected] Snell Associate UW Director Underwriting 860-466-1435 [email protected] Poynter Sr. Underwriter Underwriting 603-226-5595 [email protected] Barile Sr Underwriter Underwriting 603-229-6289 866-818-8295 [email protected] Condon UW Director Underwriting 603-226-5411 [email protected] Abbey Sr. Underwriter Underwriting 603-229-6263 [email protected] Cobb Associate Underwriter Underwriting 603-226-5006 5006 [email protected]

Howard Krikpatrick Senior Underwriter Term Conversion & Internal Exchanges Underwriting 336-691-3814 [email protected]

Annette Gray Senior Underwriter Term Conversion & Internal Exchanges Underwriting 336-691-3129 [email protected]

Peter Krukiel Underwriting Director Multilife (SI/GI) 603-226-5531 [email protected]

Stepanhie Spangler Operations MGR - Int Exch & Convsns Term Conversion & Internal Exchanges New Business 336-691-4677 [email protected]

Sharon Leak New Business Associate Term Conversion & Internal Exchanges New Business 336-691-4159 [email protected]

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Phone #866-227-5986 general email boxeswww.lfg.com general fax lines

Lincoln Financial Distributors, One Granite PlaceConcord, NH 03301


Incoming 1035 Fax: 1035 Submissions 1035 Team 336-691-3843Incoming 1035 Scan/email: 1035 Submissions 1035 Team [email protected] Rice 1035 & Reg 60 Manager Incoming 1035 & Reg 60 603-229-6232 [email protected] Edgewood-Reece New Business Associate Incoming 1035 New Business 603-226-5439 [email protected] 60 Fax: Reg 60 Submissions Reg 60 866-830-0005Reg 60 Scan/email: Reg 60 Submissions Reg 60 [email protected] Ferris Senior New Business Associate Reg 60 New Business 603-226-5643 [email protected] Coulombe New Business Associate Reg 60 New Business 603-226-5186 [email protected]

Licensing Contracting Submissions Contracting 800-238-6252 opt 1, opt 2 603-226-5311 [email protected]

Licensing Status Contracting Status Contracting 800-238-6252 opt 1, opt 2 [email protected]

Rachel Copeland Relationship Manager Contracting 603-223-5891 603-227-2656 [email protected]

Commissions Commission Inquiries Commissions 800-238-6252 opt 1, opt 1 [email protected] Rhoades Relationship Manager Commissions 260-455-8945 [email protected]

John Knowles VP Relationship Management National Accounts 336-691-3772 3772 [email protected]

Dennis Bissell VP Relationship Management National Accounts 336-691-3018 3772 336-335-2497 [email protected]

Life All Life Products Sales Support 877-533-0114 Opt 3, Opt 1

Annuity Fixed and Indexed Annuities Sales Support 888-895-4830 Opt 2

Long Term Care MoneyGuard Sales Support 877-546-2647 Opt 2, Opt 2Charlie Schuhmann Division Sales Manager Western 949-420-3745 484-583-3119 [email protected] Yerkovich External Wholesaler Southern California 714-393-8910 949-481-5492 [email protected] Christie Internal Wholesaler Southern California 860-466-3192 484-583-3440 [email protected] Patterson External Wholesaler AZ, Northern California, NV, UT 925-556-0985 415-984-3161 [email protected] Leder Internal Wholesaler AZ, Northern California, NV, UT 860-466-2985 [email protected] Kim External Wholesaler HI, San Diego/Orange County 714-469-2346 714-368-4692 [email protected] Niemiec Internal Wholesaler HI, San Diego/Orange County 860-466-3136 484-583-3401 [email protected] Fowler External Wholesaler AR, LA, TX 503-575-8351 [email protected] Wojciechoski Internal Wholesaler AR, LA, TX 860-466-1158 [email protected] Dailey External Wholesaler CO, KS, NM, OK 816-746-5500 [email protected] Harmening Internal Wholesaler CO, KS, NM, OK 860-466-3194 484-583-3454 [email protected] Ivie External Wholesaler AK, ID, MT, ND, OR, WA, WY 425-985-7701 [email protected] Garcia Internal Wholesaler AK, ID, MT, ND, OR, WA, WY 860-466.3626 [email protected] Lommel External Wholesaler MN, NE, SD 320.260.7923 [email protected] Niemiec Internal Wholesaler MN, NE, SD 860-466-3136 484-583-3401 [email protected] Staublin External Wholesaler IA, IL, MO, WI 312-401-0326 [email protected] Sykes Internal Wholesaler IA, IL, MO, WI 860-466-3193 484-583-3455 [email protected] Cohen Division Sales Manager Eastern 516-375-7832 484-583-3127 [email protected] Duckworth External Wholesaler AL, GA, MS, SC, TN 678-445-6367 678-445-6368 [email protected] Hollister Internal Wholesaler AL, GA, MS, SC, TN 860-466-1120 [email protected] Ferreira External Wholesaler ME, NH, RI, VT 860-729-5907 [email protected] LaPointe Internal Wholesaler ME, NH, RI, VT 860-466-3327 [email protected] Black External Wholesaler FL, PR, VI 561-866-2592 954-927-5959 [email protected] Vance Internal Wholesaler FL, PR, VI 860-466-3126 267-256-8964 [email protected] McCarthy External Wholesaler CT, MA 860-805-1921 [email protected] Angelis Internal Wholesaler CT, MA 860-466-3181 484-583-2073 [email protected] Kimmel External Wholesaler DE, MD, PA 215-990-3883 215-990-7958 [email protected] Woods Internal Wholesaler DE, MD, PA 860-466-2705 484-583-8366 [email protected] Meade External Wholesaler NJ, NY 860-983-2719 267-234-0697 [email protected] Mozeak Internal Wholesaler NJ, NY 860-466-1442 484-583-3193 [email protected] Berry External Wholesaler DC, KY, NC, VA, WV 803-517-2416 [email protected] LaPointe Internal Wholesaler DC, KY, NC, VA, WV 860-466-3327 [email protected] Coyle External Wholesaler IN, MI, OH 614-230-4754 [email protected] Hanna Internal Wholesaler IN, MI, OH 860-466-1527 [email protected]

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Phone #877-611-4611 general email boxes

www.metlifeinvestors.com general fax lines

Metlife Investors Distribution Company11225 North Community House Road

Charlotte, NC 28277

NamePolicyholder Services Inforce Inquiries Inforce Policies 877-611-4611 31035 & Policy Changes 1035 & Policy Changes 1035 & Policy Changes 877-611-4611 2Inforce Illustrations Inforce Illustrations Inforce Illustrations [email protected] Quotes; Quick Quote Submissions New Business [email protected] Business New Business Submissions New Business [email protected] Topor AIN Case Manager, Supervisor New Business 980-949-3795 908-552-3794 [email protected] Gordon AIN Case Manager New Business 980-949-4531 908-552-3794 [email protected] Newton AIN Case Manager New Business 980-949-4525 908-552-3794 [email protected] Daniels AIN Case Manager New Business 980-949-4607 908-552-3794 [email protected] Atta-Krah AIN Case Manager New Business 980-949-4548 908-552-3794 [email protected] Nikki Johnson Jet Issue Supervisor New Business 980-949-3209 908-552-3794 [email protected] Cooper Jet Issue Team New Business 980-949-3226 908-552-3794 [email protected] Dew Jet Issue Team New Business 980-949-3243 908-552-3794 [email protected] Farrington Jet Issue Team New Business 980-949-3228 908-552-3794 [email protected] Hayes Jet Issue Team New Business 980-949-3236 908-552-3794 [email protected] Johnson Jet Issue Team New Business 980-949-3229 908-552-3794 [email protected] Kong Jet Issue Team New Business 980-949-3227 908-552-3794 [email protected] Newsome Jet Issue Team New Business 980-949-3237 908-552-3794 [email protected] Oliver Jet Issue Team New Business 980-949-3218 908-552-3794 [email protected] Perry Jet Issue Team New Business 980-949-3216 908-552-3794 [email protected] Shampine Jet Issue Team New Business 980-949-3230 908-552-3794 [email protected] South Jet Issue Team New Business 980-949-3235 908-552-3794 [email protected] Williams Jet Issue Team New Business 980-949-3215 908-552-3794 [email protected] Zekoski Jet Issue Team New Business 980-949-3245 908-552-3794 [email protected] Zimmerlink Vice President Individual Life Products 860-768-0332 860-308-3946 [email protected] Vigar AVP Individual Life Products 980-949-3208 [email protected] Crowe Director Team Lead Underwriting 980-949-3248 908-552-3790 [email protected] Keleghan AIN Team Point Person Underwriting 980-949-4633 908-552-3794 [email protected] Coburn Large Case Underwriter Underwriting 980-949-4624 908-552-3794 [email protected] Azzalina Underwriter Underwriting 980-949-4620 908-552-3794 [email protected]

Licensing Administration Licensing Licensing 877-611-4611 4 908-552-3740 [email protected]

Anne Belanger Supervisor Licensing 860-768-0640 908-552-3740 [email protected]

Mary Damiani Director Licensing 860-768-0640 908-552-3740 [email protected]

Compensation Administration Commissions Commissions 877-611-4611 5 860-656-3346 [email protected]

Darrell Stankoski Director Commissions 980-949-3702 [email protected]

Jim Allen Director Charitable Giving, Executive Benefits, Retirement Plan.(866) 698-6277 x1

(949) 223-5684 949-223-5833 [email protected]

Brian McKenna Sr Advanced Markets ConsultantWealth Preservation, Estate Planning, Business Planning,

Executive Benefits 860-768-0856 860-656-3340 [email protected]

Valerie Grombchevsky Regional Director - West Wealth Preservation, Estate Planning, Charitable Giving (866) 698-6277 x5

(949) 223-5929 949-223-5833 [email protected]

Doug Lawson Regional Director - EastWealth Preservation, Estate Planning, Business Estate

Planning, Business Charitable Giving (860) 768-0854 860-656-3340 [email protected]

Teresa Reis Bippen Director - Executive Benefit Resources COLI Design, Executive Benefits, Business Planning, ESOPs. (314) 525-9599 314-543-1119 [email protected]

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Phone #877-611-4611 general email boxes

www.metlifeinvestors.com general fax lines

Metlife Investors Distribution Company11225 North Community House Road

Charlotte, NC 28277 EmailFaxTitle Job Description Phone Ext

Doug Farnham Advanced Markets ConsultantExecutive Benefits, Business Insurance, Insurance in Qualified

Plans, Premium Finance

(866) 698-6277 x4 (949) 223-5681 949-223-5833 [email protected]

Tammi Jackson Advanced Markets ConsultantWealth Preservation, Estate Planning, 412(e), Retirement

Plans, Charitable Giving, Premium Finance.


Bill Kelly Sr Advanced Markets ConsultantWealth Preservation, Estate Planning, Business Planning,

Charitable Giving, Executive Benefits


Andrew Rinn Sr Advanced Markets Consultant

Wealth Preservation, Estate Planning, Business Planning, Executive Benefits, Charitable Giving (515) 457-4177 515-457-4407 [email protected]

Kieran Mullins Vice President 3RD Party Distribution Life & DI 980-949-3285 [email protected] Moore Director Life Sales Desk 980-949-5507 860-656-3343 [email protected] Benfield Sales Desk Manager Life Sales Desk 980-949-5687 [email protected] Bober Firm Account Coordinator Life Sales Desk 980-949-5523 [email protected] Hopper AIN Strategic Relationship Manager Life Sales 866-289-5198 860-365-0464 [email protected] Caffey AIN Relationship Manager IDG Service 314-525-9205 908-552-2260 [email protected]

Bill Fife Director Strategic Relationship Management cell 781-883-7658 215-378-4055 [email protected] Rodgers DI Brokerage Cell:973-545-6565 [email protected] Wanek Central Cell: 515-988-3141 800-842-4078 515-987-8191 [email protected] Carlson West Cell: 562-208-0701 877-940-4778 949-347-0528 [email protected] Creel East Cell; 212-327-3053 [email protected] Matlock Regional Vice President Cell: 402-301-7314 402-315-1067 [email protected] Safranek Regional Vice President Cell: 402-312-3939 866-618-4039 402-502-3002 [email protected] Coffin Regional Vice President Cell: 317-440-2892 866-276-8816 [email protected] Teel Regional Vice President Cell: 860-861-4526 [email protected] Wustefeld Regional Vice President Cell:916-806-3552 [email protected] Kelly Regional Vice President Cell: 860-539-5201 866-332-3193 860-432-1948 [email protected]

Ron Rovner Regional Vice President Cell: 516-987-0385 866-843-9362 516-320-8069 [email protected] DeMarco Regional Vice President Cell: 617-512-8143 866-941-6669 617-846-2788 [email protected] Hyman Regional Vice President TBA TBA TBA [email protected] St. Clair Regional Vice President cell: 901-260-6415 TBA TBA [email protected] Waite Regional Vice President cell: 760-583-2527 TBA TBA [email protected] O'Dougherty Regional Vice President cell: 610-345-0201 TBA TBA [email protected] Eichorst Regional Vice President TBA TBA TBA [email protected] Fitzsimmons Regional Vice President cell: 415-789-5910 TBA TBA [email protected] Topor Regional Vice President cell: 413-896-5776 TBA TBA [email protected]

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www.mutualofomaha.com general fax lines

Mutual of Omaha Plaza

Omaha, Ne 68175

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Policy Owner Services General Inquiries Inforce Policies 800-775-7894

Case Status Case Status New Business 800-775-7896 [email protected]

Formal Applications Formal Submissions New Business 402-997-1800

Trial Applications Informal Submissions New Business [email protected]

Quick Quotes Quick Quote Submissions New Business [email protected]

Kathy Abbott Manager Underwriting/New Business 402-351-4981 4981 402-997-1850 [email protected]

Stephanie Clark Supervisor New Business 402-351-3997 3997 402-997-1850 [email protected]

Tim Whitmarsh Case Manager (Large Case) New Business 402-351-4316 4316 402-997-1850 [email protected]

Steve Wagle Case Manager (Large Case) New Business 402-351-7196 7196 402-997-1850 [email protected]

Max Yates-Evans Case Manager New Business 402-351-3950 3950 402-997-1850 [email protected]

Bruce Schmidt Case Manager New Business 402-351-3962 3962 402-997-1850 [email protected]

Underwriting Support Center UW Inquiries Underwriting 800-775-7896

Stephen Lininger Manager Underwriting 402-351-5430 5430 402-997-1850 [email protected]

Jeff Brunsen Supervisor-Chief UW Underwriting 855-251-7978 402-997-1850 [email protected]

Kelly Townsend Chief UW (Large Case) Underwriting 855-663-8052 402-997-1850 [email protected]

Martin Banyard Chief UW (Large Case) Underwriting 402-351-3664 3664 402-997-1850 [email protected]

Karen Jackson Chief UW Underwriting 866-654-1655 402-997-1850 [email protected]

Tracey Morse Life UW Underwriting 402-351-3529 3529 402-997-1850 [email protected]


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www.mutualofomaha.com general fax lines

Mutual of Omaha Plaza

Omaha, Ne 68175

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Contracting Specialists Contracting Inquiries Contracting 800-867-6873 402-997-1830 [email protected]

Commissions Specialists Commission Inquiries Commissions 800-475-4465 [email protected]

Advanced Markets [email protected]

Ron Lee Manager Advanced Sales 402-351-5228 5228 [email protected]

Shelley Kostrunek Specialist Advanced Sales 402-351-2522 2522 [email protected]

Tom Fridrich Specialist Advanced Sales 402-351-4804 4804 [email protected]

Michelle Owens Specialist Advanced Sales 402-351-6235 6235 [email protected]

Stephen Alloy Specialist Advanced Sales 402-351-2252 2252 [email protected]

Sales Support 800-693-6083

open National Life Sales Director Life Sales

Michael Marasco Brokerage Life Sales Director Life Sales 402-351-6589 6589 402-351-1512 [email protected]

Tim Nielsen Account Executive Life Sales 402-351-8626 8626 402-351-1512 [email protected]

Jerry Bender Risk Director Risk Selection 402-351-8823 8823

Mike Wilkins, MD Medical Director Medical/Risk Selection 402-351-4415 4415

Bruce Henricks Medical Director Medical/Risk Selection 402-351-5044 5044

Sales Help Sales WinFlex 800-693-6083 [email protected]

Technical Assistance Tech Support WinFlex 800-847-9785

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general email boxes

801 Grand Ave. general fax lines

Des Moines, IA 50392-1520

800-654-4278

NameWebsite Support Website Inquiries and Assistance Website Support 800-851-3343 Opt 3Life Post Sale Administration Inforce Support Inforce Policy Service 800-654-4278 4 866-885-0390 [email protected] Quotes Quick Quote Submissions New Business [email protected] Applications Informal Submissions New Business [email protected] Applications Formal Submissions New Business [email protected] Critz Manager New Business 515-248-2426 [email protected] Kilts Senior Case Coordinator New Business 515-283-5370 [email protected] Craig Senior Case Coordinator New Business 515-283-8982 [email protected] Meyer Senior Case Coordinator New Business 515-247-7969 [email protected] Ter Louw Case Coordinator New Business 515-283-8895 [email protected] Turner Case Coordinator New Business 515-283-8895 [email protected] Thompson Case Coordinator New Business 515-235-9805 [email protected] P. Williams Regional Chief Underwriter Underwriting 515-247-5629 [email protected] Walker Senior Underwriting Consultant Underwriting 515-247-0962 [email protected] Johnson Associate Underwriter Underwriting 515-235-6199 [email protected] Russell Manager - Express Edge Underwriting 515-248-3545 [email protected] Pieper Underwriting Consultant Underwriting 515-283-5611 [email protected]

L&C

Contracting and Commissions Inquiries and Submissions Contracting & Commissions 800-388-4793 [email protected] West Assistant Vice President Advanced Solutions 515-247-6419 [email protected]

Steve ParrishNational Advanced Solutions

Director Advanced Solutions515-235-6120 [email protected]

Patti Bell Advanced Solution Director Advanced Solutions 515-248-2811 [email protected] Leo Advanced Solution Director Advanced Solutions 515-247-5096 [email protected] Hayne Advanced Solution Director Advanced Solutions 515-247-5059 [email protected] Heidbreder Advanced Solution Director Advanced Solutions 515-246-2424 [email protected] Koskamp Sr. Advanced Markets Consultant Advanced Solutions 515-247-6848 [email protected] Rigby Sr. Advanced Markets Consultant Advanced Solutions 515-235-5436 [email protected] Robertson Competitive Intelligence Analyst Advanced Solutions 515-235-1315 [email protected] Hennesay Advanced Solution Director Advanced Solutions 515-362-2071 [email protected]

Samuel WrightAdvanced Solution Assistant Director

Advanced Solutions515-246-5685 [email protected]

Kelly Anonson Relationship Manager National 515-235-1414 [email protected]

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Gregg Michael RVP Leader AZ, CA, CO, ID, MT, NM, NV, OR, UT, WA, WY 415-519-1555 [email protected] RVP AZ, CA, CO, ID, MT, NM, NV, OR, UT, WA, WYAndy Wilson Internal Wholesaler AZ, CA, CO, ID, MT, NM, NV, OR, UT, WA, WY 800-654-4278 62472 [email protected] Haines Internal Wholesaler AZ, CA, CO, ID, MT, NM, NV, OR, UT, WA, WY 800-654-4278 59315 [email protected] Tish RVP IA, KS, MN, MO, ND, NE, SD 515-988-4625 [email protected] Bass Internal Wholesaler IA, KS, MN, MO, ND, NE, SD 800-654-4278 51408 [email protected] McKinnie RVP WI, IL, IN, MI 515-360-3277 [email protected] Herrera Internal Wholesaler WI, IL, IN, MI 800-654-4278 51883 [email protected] Gustlinger RVP Texas 303-333-8780 [email protected] Holmes Internal Wholesaler Texas 800-654-4278 51294 [email protected] Helms RVP AL, AR, GA, FL, LA, MS, NC, OK, SC, TN 704-904-2492 [email protected] Scharnhorst Internal Wholesaler AL, AR, GA, FL, LA, MS, NC, OK, SC, TN 800-654-4278 64962 [email protected] Householder RVP DE, DC, KY, MD, NJ, OH, PA, VA, WV 804-241-0072 [email protected] Yedlik Internal Wholesaler DE, DC, KY, MD, NJ, OH, PA, VA, WV 800-654-4278 56061 [email protected] Cooper RVP New York 914-262-3955 [email protected] Holmes Internal Wholesaler New York 800-654-4278 64973 [email protected] Kane RVP CT, MA, ME, NH, RI, VT 860-402-7268 [email protected] Edgington Internal Wholesaler CT, MA, ME, NH, RI, VT 800-654-4278 51893 [email protected] Anonson Relationship Manager National 515-235-1414 [email protected]

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Phone #800-366-9378 Dedicated Resources to AIN

Applications: [email protected] general email boxes

Underwriting/Delivery Reqmnts: [email protected] general fax lines

Regular Mail Address: PO Box 830619, Birmingham, AL 35283

Overnight Mail Address: 2801 Hwy 280 S. Birmingham, AL 35223

NameBarry Brown Vice President Executive 205-268-3668 3668 205-268-3402 [email protected] Bryant 2nd Vice President Policy Administration 205-268-3987 3987 205-268-3402 [email protected] Customer Service: Customer Service Bene Changes, Loans, Surrenders, Reinstmnts 800-866-9933 205-268-3402 [email protected] Jamison Support Specialist Endorsement, General Inquiries 205-268-5484 5484 205-268-3402 [email protected] White Support Specialist Endorsement, General Inquiries 205-268-3300 3300 205-268-3402 [email protected] Parks Support Specialist Endorsement, General Inquiries 205-268-3405 3405 205-268-3402 [email protected] Kirkland Support Specialist In-force illust, policy change & conversions 205-268-3442 3442 205-268-3402 [email protected] Weber Support Specialist In-force illust, policy change & conversions 205-268-3436 3436 205-268-3402 [email protected] Gardner Training Specialist Premium payments, Check-O-Matic Changes 205-268-7859 7859 205-268-3402 [email protected] Tellis Support Specialist Disbursements 205-268-7407 7407 205-268-3402 [email protected] Mize Call Center Manager Phone Unit 205-268-6998 6998 205-268-3402 [email protected] Turner Support Specialist Phone Unit 205-268-5737 5737 205-268-3402 [email protected] Shannon Support Specialist Phone Unit 205-268-5867 5867 205-268-3402 [email protected] Revisions: Customer Service Conversions, Rating Changes, Face Increase [email protected] Hollingsworth Assistant Vice President Life Policy Revisions / Internal Replacements 205-268-3426 3426 205-268-3368 [email protected] Gore Case Manager Status of Policy Changes 847-930-8485 205-268-3368 [email protected] VanTreeck Case Manager Status of Policy Changes 847-930-8408 205-268-3368 [email protected] Kirkley 2nd Vice President Compliance 205-268-5912 5912 205-268-3401 [email protected]

Reissue Request Policy Reissue Requests New Business 205-268-3282Quick Quote Requests: Quick Quote Submissions New Business [email protected] Informal Requests: Informal Submissions New Business [email protected] Formal Application: Formal Submissions New Business [email protected]'l Underwriting/Delivery Requirements: Requirement Submissions New Business [email protected] / Resource Center Status Inquiries Status of Pending and Issued Business 800-366-9378 Option 2 & 4 205-268-5807 [email protected] Biggs Manager Submit / Exception Handling 205-268-5001 5001 205-268-5807 [email protected] Payne Director I Issue Department / Delivery Requirements 205-268-3259 5106 205-268-5807 [email protected] Kelly Team SME Issue Department / Delivery Requirements 205-268-3249 3387 205-268-5807 [email protected] Long Director Underwriting 800-366-9378 7404 205-268-5807 [email protected] Goodwin Manager Case Management 800-366-9378 4806 205-268-5807 [email protected] Murray Technical Lead Underwriting Technical Lead Underwriting 800-366-9378 8148 205-268-5807 [email protected] Lietzau Underwriter Formal Underwriting 800-366-9378 8524 205-268-5807 [email protected] Smith Underwriter Formal Underwriting 800-366-9378 8267 205-268-5807 [email protected] Klyce Underwriter Formal Underwriting 800-366-9378 6940 205-268-5807 [email protected] Bell UW Case Manager Underwriting Case Management 800-366-9378 7688 205-268-5807 [email protected] Kinsey UW Case Manager Underwriting Case Management 800-366-9378 2410 205-268-5807 [email protected] Lovelady UW Case Manager Underwriting Case Management 800-366-9379 2676 205-268-5807 [email protected] Turner Uw Case Manager Underwriting Case Management 800-366-9378 4553 205-268-5807 [email protected] Contracting/Commissions Scan/Email: Contracting /Commission Contracting [email protected] Armstead- January Manager Compensation 800-444-2658 6271 205-268-3169 linda.armstead-january.comJason Copeland Director I Contracting 800-444-2658 5619 205-268-6831 [email protected] Moore Director II Contracting 800-444-2658 3910 205-268-6831 [email protected] Quinn Director II Compensation 800-444-2658 3072 205-268-3169 [email protected]

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Phone #800-366-9378 Dedicated Resources to AIN

Applications: [email protected] general email boxes

Underwriting/Delivery Reqmnts: [email protected] general fax lines

Regular Mail Address: PO Box 830619, Birmingham, AL 35283

Overnight Mail Address: 2801 Hwy 280 S. Birmingham, AL 35223


Marketing & Sales Call Center Sales Inquiries Sales 877-778-3500 Option 2 513-357-4410 [email protected] Sheridan Sales Vice President National Sales Manager 877-778-3500 1141 860-573-6500 [email protected] Chrisos 2nd VP, Account Manager National Accounts 877-778-3500 2068 847-882-5709 [email protected]

Tom Hall Divisional Vice President Sales 877-778-3500 1418 760-809-4255 [email protected] Hudgens Regional Vice President Sales 877-778-3500 801-726-1858 [email protected] Chertboonmuang Regional Vice President Sales 877-778-3500 1473 310-746-6405 [email protected] Nolde Regional Vice President Sales 877-778-3500 1443 402-613-1833 [email protected] Lines Regional Vice President Sales 877-778-3500 8121 619-453-2110 [email protected] Smith Regional Vice President Sales 877-778-3500 1770 817-480-8089 [email protected] Bryant Internal Wholesaler Sales 877-778-3500 3258 205.268.3258 [email protected] Wong Internal Wholesaler Sales 877-778-3500 3250 205-268-3250 [email protected] Marcotte Internal Wholesaler Sales 877-778-3500 3252 205-268-3252 [email protected] Brown Internal Wholesaler Sales 877-778-3500 1519 513-362-1519 [email protected] Position Internal Wholesaler Sales 877-778-3500

Stephen Malter Divisional Vice President Sales 877-778-3500 1284 207-712-1303 [email protected] Wall Regional Vice President Sales 877-778-3500 763-442-7339 [email protected] Bryant Regional Vice President Sales 877-778-3500 1435 407-207-6981 [email protected] Bergquist Regional Vice President Sales 877-778-3500 8122 860-208-9448 [email protected] Salamon Regional Vice President Sales 877-778-3500 908-797-7419 [email protected] West Regional Vice President Sales 877-778-3500 1556 513-362-1556 [email protected] Stretch Internal Wholesaler Sales 877-778-3500 4865 513-362-4865 [email protected] Nipper Internal Wholesaler Sales 877-778-3500 1544 513-362-1532 [email protected] Baker Internal Wholesaler Sales 877-778-3500 1532 513-362-1545 [email protected] Folger Internal Wholesaler Sales 877-778-3500 4877 513-362-4877 [email protected] Parton Internal Wholesaler Sales 877-778-3500 4855 513-362-4855 [email protected]

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www.symetra.com general fax lines

777 108th Ave. NE, Suite 1200Bellevue, WA 98004-5135

NamePremier Customer Service 800-392-9920 Opt 3 [email protected] Fry Director Customer Service & Claims 425-256-5118 65118 [email protected] Falls Manager Individual Customer Service 800-796-3872 66361 [email protected] Fry Unit Manager Individual Customer Service 800-796-3872 66114 [email protected] Perry Unit Manager Individual Customer Service 800-796-3872 66307 [email protected] Quotes [email protected] Case Submission 877-435-5500 [email protected] Case Submission 877-435-5500 [email protected] Benoit AVP New Business 781-398-4500 [email protected] Malzone Unit Manager New Business 781-398-4543 [email protected] Ellen Berube Case Specialist New Business 800-392-9920 68230 [email protected] Patrick Case Specialist New Business 800-392-9920 68072 [email protected] Meeuwisse Case Specialist New Business 800-392-9920 65851 [email protected] Farrington Case Specialist New Business 800-392-9920 68440 [email protected] Steele Case Specialist New Business 800-392-9920 68083 [email protected] Valickus VP & Chief Underwriter Underwriting 781-398-4514 [email protected] Calderone Director Underwriting 781-398-4508 [email protected] Burns Senior Underwriting Consultant Underwriting 781-398-4507 [email protected] Cox Senior Underwriting Consultant Underwriting 781-398-4586 [email protected] Cordle Senior Underwriting Consultant Underwriting 781-398-4585 [email protected] Forbes Senior Underwriting Consultant Underwriting 781-398-4541 [email protected] Reich Senior Underwriting Consultant Underwriting 781-398-4587 [email protected] Nishimura Underwriting Consultant Underwriting 425-256-5230 [email protected]

Licensing Contracting Submissions Contracting 800-210-1106 Opt 1 866-817-9751 [email protected]

Commissions Commission Inquiries Commissions 800-210-1106 Opt 2 866-817-9751 [email protected]

Steve Curtis Appointment/Onboarding Unit Manager 425-256-5693 [email protected]

Mary Horgan Life Marketing Director Marketing 781-398-4531 [email protected]

Heidi Peterson Life Marketing Manager Marketing 425-256-5622 [email protected]

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Phil Bouvier Vice President Life Sales 781-398-4520 [email protected] Skinner Senior Vice President Life Distribution 860-269-2436 [email protected] Castro National Sales Support Northwest/Rockies Territory 916-601-5189 [email protected] Wright National Sales Support Southwest Territory 281-520-9276 [email protected] Dan O'Shea National Sales Support Southeast Territory 804-815-1898 [email protected] Patrizio National Sales Support Mid-Atlantic Territory 516-510-6449 [email protected] Mills National Sales Support Mid-West Territory 314-604-1827 [email protected] Sarra National Sales Support New England Territory 860-729-2665 [email protected] Rohtstein National Sales Support Internal Wholesaler 877-737-3611 84501 [email protected] Shaw National Sales Support Internal Wholesaler 877-737-3611 84529 [email protected] Krause National Sales Support Internal Wholesaler 877-737-3611 84534 [email protected]

Sales Desk Sales Inquiries Sales 800-392-9920 Opt 2 [email protected]

Tina Methven Director Life Sales Operations 425-256-5809 [email protected]

Eric Daughtry Project Manager Life Sales Operations 425-256-5221 [email protected]

Jet Wellner Sales Operations Analyst Life Sales Operations 800-706-0700 65004 [email protected]

Agency Services Fax 866-817-9751

Supplies Symetra Sales Desk 800-392-9920 Opt 2 [email protected]

Heather Lyons Relationships Team Manager Agency Services 425-256-6376 [email protected]

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800-797-2643 general email boxeswww.transamerica.com general fax lines

4333 Edgewood Rd. NECedar Rapids, IA 52499

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Beneficiary & Title Beneficiary and Title Inquiries Customer Service 800-852-4678 800-297-9120 [email protected]

Inforce Policies Inforce Inquiries Customer Service 800-852-4678 [email protected]

New Business New Business Inquiries New Business 866-213-2442 888-247-4421 [email protected] Business Submissions/Reissues New Business 866-213-2442 888-247-4421 [email protected] Applications Formal Submissions New Business 866-213-2442 888-247-4421 [email protected] Applications Informal Submissions New Business 866-213-2442 888-247-4421 [email protected] Owner Services Conversions/Rewrites Customer Service 800-852-4678 866-352-3471 [email protected] Rapid Reviews Underwriting Underwriting [email protected] Quotes Informal Summary Submissions New Business [email protected] Regier Associate Director Underwriting 319-355-7107 [email protected] Johansen Senior Underwriting Consultant Underwriting 319-355-6625 [email protected] Schreiber Senior Underwriting Consultant Underwriting 319-355-7076 [email protected] Seaton Senior Underwriting Consultant Underwriting 319-355-3924 [email protected] Hawkins Senior Underwriting Consultant Underwriting 319-355-8258 [email protected] Mora Senior Underwriting Consultant Underwriting 319-355-7567 [email protected] Calderon Senior Underwriter Underwriting 319-355-8869 [email protected] Huffman Senior Underwriter Underwriting 319-355-6238 [email protected] Liwen Senior Underwriter Underwriting 319-355-7681 [email protected] Hinrichsen Underwriting Consultant Underwriting 443-475-3131 [email protected]

Kory Borchers Underwriting Consultant Underwriting 319-355-7343 [email protected]

Contracting & Licensing Contracting Contracting 800-256-7971 opt 1 888-837-2820 [email protected]

Commissions Commissions Commissions 800-256-7971 opt 2 800-477-7683 [email protected]

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Transamerica Marketing Center Marketing Marketing 866-545-9058 [email protected]

Sales Support Sales Inquiries 866-545-9058 [email protected] Hahn National Sales Director Life Sales 402-419-9407 [email protected]

Tynecia Martin Channel Marketing Manager Life Sales 213-742-2126 [email protected]

Johnna Lintecum Director of Accounts Life Sales 319-355-7741 [email protected]

Sales Office Technology Support Sales Life Sales 800-742-7005 [email protected]

Software Support Technical Support Software 866-742-7005 [email protected]

Website Support Technical Support Website 866-742-7005 [email protected]

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800-797-2643 general email boxeswww.transamerica.com general fax lines

4333 Edgewood Rd. NECedar Rapids, IA 52499


**NorthWest Regional** Regional Sales Director SalesAndi Byers Account Manager Sales 720-482-8618 [email protected] Dyck Regional Sales Director Sales 608-215-1390 [email protected]

Rosalinda Maye Account Manager Sales 213-742-4334 [email protected] McClendon Regional Sales Director Sales 816-872-6532 [email protected] Burke Account Manager Sales 319-355-9336 [email protected] Burke Regional Sales Director Sales 404-276-3089 [email protected] Deyo Account Manager Sales 319-355-2685 [email protected] Schatz Regional Sales Director Sales 516-662-2181 [email protected] Jeske Account Manager Sales 319-355-2918 [email protected] Keene Regional Sales Director Sales 615-294-8154 [email protected] Brown Account Manager Sales 319-355-7401 [email protected] Jazeb Internal Sales Director Sales 213-742-2728 [email protected] Smith Internal Sales Director Sales 855-558-4928 [email protected] Williams Internal Sales Director Sales 855- 558-4926 [email protected] Whitney Internal Sales Director Sales 855-558-4927 [email protected]**Currently interviewing for a NorthWest Regional Sales Director**

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wwww.voyalifeinsurance.com general email boxes

877-882-5050 general fax lines

Voya, 2000 21st St., NWMinot, ND. 58703

NameMailing Address: Voya Distributor Svcs. Mailing Address Mailing Address909 Locust St. Mailing Address Mailing AddressDes Moines, IA 50308 Mailing Address Mailing AddressKelli Davidson High Priority Contact Policy Owner Services 877-882-5050 877-373-2090 [email protected] General Customer Service Customer Service [email protected] Quotes Quick Quotes New Business [email protected] Applications, Informals, & Requirements Informal and Formal Submissions New Business 866-443-3774 [email protected] Status Case Status Inquiries New Business [email protected] Applications/Informals/Requirements Informal and Formal Submissions New Business 866-816-9910Paulette Sarelli Low Face Term Case Manager New Business 612-342-3279 [email protected] Pryor Low Face Term Case Manager New Business 701-858-2757 [email protected] Barnett Low Face Term Case Manager New Business 701-858-2711 [email protected] Eidemiller Low Face Term Case Manager New Business 701-858-2602 [email protected] Fifer Advanced Term Case Manager New Business 701-858-9573 [email protected] Kidd Advanced Term Case Manager New Business 612-342-3112 [email protected] Barry Advanced Term Case Manager New Business 612-342-7207 [email protected] Hatlelid Premier Case Manager New Business 701-858-2433 VOYA FinancialSally Rust Premier Case Manager New Business 701-858-2644 [email protected] Fischer Support Specialist New Business 701-858-2781 [email protected] Wherley Supervisor New Business 701-858-2724 [email protected]

Denise Oslund Chief Underwriter Underwriting 612-342-2472 [email protected] Wild Director Underwriting 612-372-1195 [email protected] Graham-Cutts AIN Lead Underwriter Underwriting 612-342-3726 [email protected] Viles Life Underwriter Underwriting 612-342-3831 [email protected] Kitzman Life Underwriter - International/Multi-Cultural Underwriting 612-342-7315 [email protected] and Commissions [email protected] General Inquiries Licensing 877-788-5050Commissions General Inquiries Commissions 877-788-5050Chris Huebner Lead Coordinator Escalated Issues for Contracting & Commissions 866-258-2025 [email protected] Christenson Manager Escalated Issues for Contracting & Commissions 515-698-7415 [email protected] Carney Annuities Annuities 515-698-6529 [email protected] Team:Chris Layeux Director, Advanced Case Design Advanced Markets 612-342-7349 [email protected] Ellis Life Wholesaler WV, VA, NC (866) 269-4387 [email protected] Vargas Regional Account Manager WV, VA, NC (866) 269-4387 [email protected] Kubovec Life Wholesaler WI, IL (877) 210-0737 2 [email protected] Tonneson Regional Account Manager WI, IL (877) 210-0737 3 [email protected] Bradley Sales Vice President Southern TX, LA (800) 962-2997 1 [email protected] Huberty Life Wholesaler Southern TX, LA (800) 962-2997 2 [email protected] Tonneson Regional Account Manager Southern TX, LA (800) 962-2997 3 [email protected] England Sales Vice President NV, AZ, Cental and Northern CA (877) 599-7802 1 [email protected] Preuss Life Wholesaler NV, AZ, Central and Northern CA (877) 599-7802 2 [email protected] Livingston Regional Account Manager NV, AZ, Central and Northern CA (877) 599-7802 3 [email protected]


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wwww.voyalifeinsurance.com general email boxes

877-882-5050 general fax lines

Voya, 2000 21st St., NWMinot, ND. 58703


David Herrig Sales Vice President GA, Northern FL (800) 524-8402 1 [email protected] Heruth Life Wholesaler GA, Northern FL (800) 524-8402 2 [email protected] Vargas Regional Account Manager GA, Northern FL (800) 524-8402 3 [email protected] Hummel Life Wholesaler KY, TN (866) 809-7098 2 [email protected] Valentine Regional Account Manager KY, TN (866) 809-7098 3 [email protected] Preuss Life Wholesaler Southern Florida (888) 606-4383 2 [email protected] Vargas Regional Account Manager Southern Florida (888) 606-4383 3 [email protected] Morrill Sales Vice President MT, ID, WY, UT, CO (877) 599-7798 1 [email protected] Ellis Life Wholesaler MT, ID, WY, UT, CO (877) 599-7798 2 [email protected] Heilskov Regional Account Manager MT, ID, WY, UT, CO (877) 599-7798 3 [email protected] Pike Sales Vice President Central and Southern CA (800) 570-4411 1 [email protected] Heruth Life Wholesaler Central and Southern CA (800) 570-4411 2 [email protected] Livingston Regional Account Manager Central and Southern CA (800) 570-4411 3 [email protected] Roby Sales Vice President NM, OK, AR, North and Central TX (866) 724-2565 1 [email protected] Koenecke Life Wholesaler NM, OK, AR, North and Central TX (866) 724-2565 2 [email protected] Tonneson Regional Account Manager NM, OK, AR, North and Central TX (866) 724-2565 3 [email protected] Kubovec Life Wholesaler KS, MO, IA, Southern IL (888) 433-1978 2 [email protected] Tonneson Regional Account Manager KS, MO, IA, Southern IL (888) 433-1978 3 [email protected] Ryan Sales Vice President ME, NH, VT, MA, RI, CT, NY (800) 242-6981 1 [email protected] Huberty Life Wholesaler ME, NH, VT, MA, RI, CT, NY (800) 242-6981 2 [email protected] Sommaruga Regional Account Manager ME, NH, VT, MA, RI, CT, NY (800) 242-6981 3 [email protected] Sherry Sales Vice President MI, IN, OH (866) 601-5980 1 [email protected] Hummel Life Wholesaler MI, IN, OH (866) 601-5980 2 [email protected] Heilskov Regional Account Manager MI, IN, OH (866) 601-5980 3 [email protected] Tang Sales Vice President ND, SD, NE, MN, Western Wisconsin (877) 599-7803 1 [email protected] Kubovec Life Wholesaler ND, SD, NE, MN, Western Wisconsin (877) 599-7803 2 [email protected] Baufield Regional Account Manager ND, SD, NE, MN, Western Wisconsin (877) 599-7803 3 [email protected] Thibault Sales Vice President Southern CA (866) 853-5540 1 [email protected] Preuss Life Wholesaler Southern CA (866) 853-5540 2 [email protected] Baufield Regional Account Manager Southern CA (866) 853-5540 3 [email protected]

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p.o. box 305030 nashville, tn 37230-5027 title job description … · 2017. 7. 8. · legend:...

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