Life & Di Case Management Team
Meet The Team
Extend your office with a team that works as hard as you do. Let us help you work more efficiently, so you can close more business.
You’ll find support from start to finish – all in one place with a team whose average tenure is over a decade. And, we have well over 100 years of industry tenure. Translation: our team’s abilities to read, absorb and think on their feet is crucial for our advisors. A steadfast team makes advisors better – because we keep cases fluid. Meet a team who’s compassionate support and actionable insights help your business soar.
Tab Yager, VP Life & Annuity Operations
Tab is responsible for developing and sustaining strong partnerships with our carriers and collaborating on cross-organizational strategy ensuring consistent quality through best-in-class controls and processes. His team focuses on streamlining the new business process and ultimately improving the client experience.
He oversees case management, suitability, policy issue and underwriting. Tab also works closely with compliance, IT and marketing to ensure the service experience is exceptional.
Dietra Brownlee, Life Sales Administration Manager
Deitra manages a team of experience colleagues that handle everything from submit to placing policies in-force. Her team works diligently behind the scenes to move policies along and ensure cases flow smoothly— from being in-good-order to gathering the necessary underwriting requirements. She brings nearly two decades of industry experience and helps train her team on how to advocate for our advisors. No, isn’t just no for her team. There’s always another opportunity ahead!
The 360 Degrees of Life Insurance
Term / Return of Premium
Term life insurance is a life insurance solution providing coverage at a fixed rate of payments for a certain term or period of time. Its purpose is to pay a benefit to a beneficiary in the event of the death of the insured, during the specified term.
Whole life insurance is a type of life insurance contract that includes both insurance and investment components. It has two purposes: to pay a benefit when the insured person passes away and to accumulate cash value the insured individual can borrow against or withdraw.
Guaranteed Universal Life
Guaranteed universal life insurance is a type of insurance that guarantees the policyholder a death benefit. The purpose of its design is to ensure the policyholder receives a guaranteed rate of return.
Universal life insurance is a type of permanent life insurance that can provide you with many flexible options and low-cost protection that also allows you to contribute extra premium and change death benefits. The purpose of a universal life insurance policy is to provide purchasers with more flexibility than whole life insurance.
Indexed Universal Life
Indexed universal life insurance is a type of life insurance not directly invested in the market. It’s designed to offer growth to the policyholder’s cash account based on the performance of an index, and, much like an annuity, an indexed universal life insurance policy will likely have floor guarantees and policy ceilings.
Linked Benefits / Hybrid
Linked-benefit hybrid plans are asset-based insurance policies that offer policyholders alternative uses for their life insurance. The purpose of these policies is to provide policyholders with more flexibility and more affordable long-term care options.