Meet Our Leadership
Get to know the faces behind the Integrity name. Each of these men and women work tirelessly to ensure the Integrity family is growing, thriving and happy.
Steve’s professional football career spanned more than fifteen years in the NFL, primarily with the San Francisco 49ers, where he received numerous accolades, including Most Valuable Player of Super Bowl XXIX, Sports Illustrated and Sporting News’ Player of the Year from 1992 – 1994 and the NFL’s Most Valuable Player for 1992 and 1994. In 2005, Steve was inducted into the Pro Football Hall of Fame, the first left-handed quarterback to be so honored. Steve is also the highest-rated quarterback in NFL history and has the distinction of being the only signal caller in league annals to win four consecutive NFL passing titles.
Steve founded and chairs the Forever Young Foundation which is actively involved in children’s charities worldwide and is currently the broadcast host as well as the former International Spokesperson for the Children’s Miracle Network, which has raised over one billion dollars world-wide to benefit children’s hospitals.
Steve has also served as the corporate spokesperson for companies such as Nike, Visa, Sun Microsystems, Sprint, PowerBar and ICON Health & Fitness and has recently been profiled in a variety of publications such as the Wall Street Journal, Business Week, Worth Magazine, Sports Illustrated, People, Inside Sports and GQ.
Bryan is the Co-Founder and Chief Executive Officer for Integrity Marketing Group and leads the day-to-day operations of the company. Bryan also serves on the Board of Directors of Integrity.
Bryan is the Founder of Legacy Safeguard, LLC a company dedicated with helping members leave a lasting legacy and being remembered long after they’re gone. Bryan is considered one of the nation’s leading experts in the senior market and speaks frequently across the country about the importance of helping families on one of the most difficult days of their lives. He consults with leading insurance companies to help them offer the best products to this market.
Prior to founding Integrity, Bryan was Vice President of Business Development at Directors Investment Group, Inc., a financial services company that operates several life insurance companies, a registered investment advisory firm, bank holding company and a mutual fund family. Advancing through a series of leadership roles in sales, marketing and product development, Bryan became the youngest vice president in the company’s history, where he oversaw all expansion efforts throughout the United States.
Bryan has a degree in Business Administration from Texas Tech University. Bryan and his family live in Highland Village, Texas.
Mike is a Co-Founder and Managing Partner for Integrity Marketing Group and serves on its Board of Directors. Mike is also a Co-Founder and Principal of Premier Companies, Inc. and leads the day-to-day operations of Premier.
Mike grew up in the insurance industry where his father, A. M. “Skip” Wingate had owned and operated an insurance agency since 1967. In 1989, after attending college at the University of Nebraska, he started his insurance career with his father’s insurance agency, Midwest Regional Services. Mike was one of the leading field agents, selling Long-Term Care and Medicare Supplements. In 1996, he helped develop an independent recruiting system within the company and started recruiting independent agents throughout the Midwest. This division was so successful that in 1999, Mike purchased his father’s agency in partnership with his brother-in-law, Tom Schueth, and they transformed the company into one of the nation’s leading independent marketing organizations in the insurance industry focused on serving the Senior Market.
Mike serves on advisory boards for many of the country’s largest insurance companies and he is considered a thought leader in the Senior Market. He and his family reside in Fort Lauderdale, Florida.
Tom is a Co-Founder and Managing Partner for Integrity Marketing Group and serves on its Board of Directors. Tom is also a Co-Founder and Principal of Premier Companies, Inc. and leads the day-to-day operations of Premier.
Tom began his career as an adjuster for State Farm. In 1989, he left State Farm to sell Long-Term Care and Medicare Supplements for his father-in-law’s insurance agency, Midwest Regional Services. In 1996, he helped develop an independent recruiting system within the company and started recruiting independent agents throughout the Midwest. This division was so successful that in 1999, Tom purchased his father-in-law’s agency in partnership with his brother-in-law, Mike Wingate, and they transformed the company into one of the nation’s leading independent marketing organizations in the insurance industry focused on serving the Senior Market. Tom serves on advisory boards for many of the country’s largest insurance companies and he is considered a thought leader in the Senior Market.
Tom graduated from the University of Nebraska in Lincoln with a degree in Business Administration and Finance. He and his family live in Norfolk, Nebraska.
Mike is a Managing Partner of Integrity Marketing Group. Mike is also the founder and Principal of AIMC, LLC. He began his career in 1981 as a captive agent with one of the nation’s largest agencies located in Atlanta, GA.
In 1983, Mike founded AIMC as a captive agency selling Medicare Supplements. In 1987, Mike expanded his operation from a captive agency and began marketing proprietary Medicare Supplement products. In 1991, Mike launched his first national carrier for which he had an exclusive relationship. He aligned himself with key distribution partners that distributed product throughout the country. Since that time, Mike has grown AIMC into one of the nation’s leading producers of Medicare Supplement products. Using an integrated platform that provided carriers with administration capabilities, actuarial support, shipping and product distribution, Mike was able to offer an insurance carrier a turn-key platform to enter the Medicare Supplement market with AIMC supporting and managing all aspects of the business in order for the carrier to succeed.
Today, AIMC is known as the premier Medicare Supplement marketing organization in the industry. AIMC’s network of distribution partners, known in the industry as AIMC Diamond Partners, have played a key role in helping build AIMC into one of the most admired, respected and sought after national marketing organizations in the industry.
Maggie is a Managing Partner of Integrity Marketing Group. She is also Principal of Neishloss & Fleming.
Maggie literally grew up in the business. Her parents, Alice and Eric Neishloss, started their agency, Neishloss & Neishloss, in 1982. Maggie worked at the agency part-time through high school and college, recruiting agents during breaks between classes. Following her graduation from Ohio State University in 1994, Maggie returned to Pittsburgh working full-time.
Maggie spent most of her career in the individual and group benefits markets, helping build the company into a regional powerhouse. In 2003, Maggie and her husband Tom became partners in the renamed Neishloss & Fleming. In 2008, with the Medicare business taking off, Maggie took a more prominent role in the senior market efforts of the agency, and continues to play an active role in the leadership of the agency’s operations in the individual, group health and Medicare markets.
Since 2014, Maggie has led day-to-day operations as Neishloss & Fleming has seen its strongest performance since the company’s beginning.
Tom is a Managing Partner of Integrity Marketing Group. He is also Principal of Neishloss & Fleming.
Tom began his career in 1994, joining Neishloss & Neishloss as a marketing representative. He learned the business by working in virtually every role in the agency from recruiting and marketing, to broker support, operations and IT.
Tom led the agency’s efforts in the Long Term Care market from the mid 1990’s, and formed a reputation as an expert through hundreds of agent trainings and continuing education classes. In the early 2000’s, Tom turned his focus to Medicare, and found himself in learning mode once again as Medicare Advantage products burst into prominence. Returning to a trusted method, he immersed himself in every facet of the Medicare Advantage business, recruiting and onboarding agents, hosting certification meetings, troubleshooting broker support issues, and serving as an advisor to for health plans. Over the ensuing years, Tom helped guide the agency to national prominence in the Medicare Advantage market.
Since 2014, Tom has devoted his attention to the strategic growth of Neishloss & Fleming. He serves on numerous advisory boards for major insurance carriers in the Senior Market.
For over twenty years Steven helped seniors as a certified Long Term Care (CLTC) advisor.
Through his experience in the field he learned what it meant to knock doors and how Agents can become top producers.
Steven grew up in Clinton, Connecticut where his business has been thriving since 1991. He currently resides in Clinton with his wife Lisa and their two sons.
A pioneer in the senior market, John Wane founded American Independent Marketing (AIM) in 1981 with the goal of creating the finest sales and marketing resource for both agents and agencies in the country. That vision continues today with a specialty in proprietary insurance solutions for the broader market and a continued emphasis on providing the best retirement protection solutions available.
John is widely recognized for his innovation and leadership in the Long-Term Care industry. Adding Medicare Supplements to the portfolio, AIM has evolved into a senior market force with a specialty in product design and a continuing commitment to the finest level of agent and agency service available.
Ted is Founder and CEO of Western Penn Marketing. Following in his father’s footsteps, Ted began his insurance career in the late 1970s. Once he made his way to the brokerage market and Arizona in the 1980s he built one of the top national marketing agencies in the country.
With corporate, captive and brokerage experience, Ted has a passion for service, loyalty and relationships with Producers, Agencies and insurance Carriers while never losing sight of the families we serve.
Lenny began his career in the insurance business in 1966 as an Agent and immediately became a top personal producer. Working through the ranks, he became a State Manager, then in 1974 formed National Independent Brokers, a career general agency, that set production records for various companies. It was in 1979 that he founded a brokerage general agency, known as GoldenCare USA.
Together with John Wane, Lenny was responsible for marketing insurance products to Agents throughout the eastern half of the United States.
Sensitive to the changing market place, in 1983 they began to specialize in long-term care insurance having developed some of the most successful and tenured long-term care products. Currently operating in 50 states, GoldenCare continues to thrive on the culture Lenny instilled from the very beginning.
John is a Partner of Integrity Marketing Group. He is also the founder and CEO of Cornerstone Senior Marketing, one of the largest Medicare Supplement and Medicare Advantage distributors in the Midwestern United States.
Having been exposed to the insurance business throughout his life through his father, a well-known insurance executive, John knew early on in his career that his desire was to build a business based on integrity and trust to help clients navigate the increasingly complicated world of insurance.
Founded in 1985, Cornerstone has since grown to employ approximately 100 of the most dedicated, A+ professionals, all with a similar goal: “work harder to make life easier for the client.”
John enjoys golfing, skiing, fishing, cooking and spending time with his wife and their children.
Alan began his career in the wholesale side of the insurance industry in 1988. In 1992, he entered into the Final Expense market and never looked back.
Alan founded Agent Service Connection in 2000 and has played a pivotal role in the design process and distribution of many of the nation’s most successful Final Expense products.
Trust, Dedication, Teamwork, Organization, Relationships and Expertise are the hallmark of Alan’s philosophy. With over 19,000 appointed agents throughout the country. They have helped over 300,000 Americans plan for their Final Expense insurance needs and have placed over $200 Million of premium with their leading carrier, Columbian Life Insurance Company with an aggregate death benefit of over $2 Billion.
Scott Riddle began his insurance career in 1960 as a field sales agent. By 1963, he had formed his own insurance company, American Accident and Life, followed by Senior American Life, then American Retirement Life, selling it in 1976. In 1977 he launched his career as an agency owner, with an extensive sales force selling Medicare Supplement and Major Medical insurance. In the late eighties, he made the shift to Final Expense Life Insurance, which remains his main line of business today. He leads a nationwide sales force of agents, including some of the top tele-sales call centers in the nation. The loyalty and longevity of his agents and employees speaks volumes to his integrity and leadership.
Scott lives in his hometown of Hubbard, Texas on his cattle ranch that has been in his family for five generations. He and his wife, Pat enjoy spending time with their two daughters, two granddaughters and three great-grandsons, who play Little League baseball.
Jacque is a Managing Partner of Integrity Marketing Group and President of the Scott Riddle Agency.
Jacque began her insurance career in 1986 as a sales agent with the Scott Riddle Agency. She was promoted to Operations Manager in 1989, leading a team of agents to record sales. In 2011, Jacque was promoted to President of the Scott Riddle Agency, where she continues to work with agents and has led the agency to be a top IMO for a leading carrier for 10 consecutive years.
Jacque lives in Central Texas with her husband, Rick. They enjoy cooking, traveling, and spending time with their children and grandchildren.
Born and raised in Hot Springs, Arkansas, Tony was introduced to the world of insurance sales over 30 years ago. With a license he quickly set sales records and began to support his piers with training and support. He fell in love with helping people and focused on the Senior Market once he uncovered the opportunity with Medicare Supplements.
Tony went on to found Eldercare Insurance Services and became a true legend in the business developing and distributing products across Arkansas and the surrounding states. He raised up many leaders including his son, John.
He is passionate about spending time with family, raising horses, and hunting.
John is President of Eldercare Insurance Services and leads day-to-day operations.
His father, Tony Bettis, brought him up in the insurance industry at an early age. John learned the brokerage business as well as what it took to be successful in the field. But more importantly, he focused on building a management team that focused on best practices that could be leveraged to serve more Agents. Under his leadership Eldercare quickly expanded across the country to become one of the largest independent marketing organizations.
John graduated from the University of Arkansas with a degree in Business Administration. He and his family live in Hot Springs, Arkansas.
Todd is a Managing Partner of Integrity Marketing Group and President of Tidewater Management Group, one of the fasting growing distributors of Medicare products in the country.
His vision to create a strong team and outstanding culture began in 2005 while working at Cutler & Associates. He gained valuable experience from his uncle, Shep Cutler, one of the largest distributors of Final Expense and Medicare Supplements and true legend in our industry.
Founded in 2006, Tidewater Management Group is a full-service distributor of Medicare Advantage, Medicare Supplements, Final Expense, and complementary Senior Market products. They have enjoyed continued growth by connecting agents to opportunity and providing stellar service.
The Make-A-Wish cause is near and dear to the hearts of Todd and his family. After witnessing the impact of the foundation in his own son’s life, he has dedicated himself to give back to the great cause of granting wishes for others in need.
Todd lives in Raleigh, North Carolina, with his wife and their three children. His hobbies include hunting, fishing, sports and sharing his love of the outdoors with his family.
Tim entered the insurance industry in 1975 joining his father and serves as President and CEO of NEAT Management Group. He has designed most of the cutting edge products NEAT has nationally distributed over the years, as well as, the administrative systems to manage the products for profitability. His product design, administrative and marketing skills have been recognized throughout the industry.
He has built a success story on building relationships with insurance product design, carrier administration, distribution, superior service, and most important of all…integrity. NEAT’s founding principle is based on helping carriers, top producing agents, agencies and national marketing organizations maximize their services and earnings with energetic, knowledgeable and responsive administrative and marketing assistance.
Tim has served on the Board of Directors for several insurance companies and numerous advisory boards for both carrier and agent groups. He and his wife reside in Austin, Texas.
Frank T. Buce Jr. is a Managing Partner of Integrity Marketing Group. Frank is also the Founder, CEO, and President of Senior Select Insurance Group.
Frank started in the FE business with Liberty National in 1989. He knew quickly that this was the right career for him. In 1995 Frank knew that this opportunity was too good not to offer to others, so Senior Select was born. It has been Senior Select’s mission since then to provide the finest quality of service possible. Fast forward to 2019 and Senior Select is a known name in FE for helping agents achieve greatness and clients achieve peace of mind. Our platform has helped thousands of agents and has served well over one million clients through the years. Frank looks forward to many more great years mentoring agents and protecting families.
Frank was born and raised in Manchester, GA, a short distance from where he founded Senior Select. He currently resides in Moreland, GA with his wife Brittany and their son.
Karen is the Owner and CEO of MultiState Insurance Center, Inc. and a Managing Partner of Integrity Marketing Group.
She was born into the industry, her father, Ed Oom Sr., started their agency 45+ years ago. Karen started working in the office at a very young age, placing labels on mailers for her dad. She worked in every facet of the company, including being a top insurance producer. Karen worked her way up the ranks and bought her father and brother, Ed Oom Jr., out in 2011, becoming the sole owner. Growing up in the family business has always given her the passion to do the right thing and to help others.
Karen lives in Grand Haven, Michigan with her husband Maury and enjoys spending time with her family, especially her granddaughter, Alba.
Bill Douglass is a Managing Partner of Integrity Marketing Group, and President of Savers Management Group (dba Savers Marketing). Prior to becoming President on April 1, 2016, Bill Douglass was a Marketing Director for individual products with Savers Life Insurance Company and Savers Marketing since 1985. Prior to joining Savers, he was a Regional Manager in the annuity marketing department of First American Savings Bank.
Founded in the 1980s, Savers Marketing is a distributor of Medicare Advantage, Medicare Supplements, Final Expense and Life Insurance, Home Health Care, Annuities, and other products largely focused on the Senior Market. Savers Marketing prioritizes the Agent to serve our aging communities.
Bill has a BSBA degree in Marketing from East Carolina University. He lives in Wilmington, NC with his wife Melanie and is an avid sports fan of the East Carolina Pirates.
Brad Campbell is a Managing Partner of Integrity Marketing Group, and Executive Vice President of Savers Management Group (dba Savers Marketing). Brad has been a Marketing Director with Savers Life Insurance Company and Savers Marketing since 1985. In this position, he is responsible for training and working with a field force of independent producers and agencies. Mr. Campbell has been in the insurance business since 1976, first as an agent with Liberty Life and later in the annuity marketing department of American Federal Savings Bank.
Founded in the 1980s, Savers Marketing is a distributor of Medicare Advantage, Medicare Supplements, Final Expense and Life Insurance, Home Health Care, Annuities, and other products largely focused on the Senior Market. Savers Marketing prioritizes the Agent to serve our aging communities.
Brad has a BS degree from Mars Hill College. He lives in Easley, SC with his wife Lori and is an avid sports fan of the Clemson Tigers.
Matt Francis is a Managing Partner of Integrity Marketing Group, and Executive Vice President of Savers Management Group (dba Savers Marketing). Matt has been at Savers Marketing since 2012, overseeing Operations, Commissions and the creation of a customer Referral Program for our Agents. Prior to coming to Savers, Matt was the Origination Systems Manager at Republic Mortgage Insurance Company for 10 years.
Founded in the 1980s, Savers Marketing is a distributor of Medicare Advantage, Medicare Supplements, Final Expense and Life Insurance, Home Health Care, Annuities, and other products largely focused on the Senior Market. Savers Marketing prioritizes the Agent to serve our aging communities.
Matt graduated from Wake Forest University with a degree in Economics. He lives in Winston-Salem, NC with his wife and two kids whom all are avid sports fans of Wake Forest University.
Scott Francis is a Managing Partner of Integrity Marketing Group, and Executive Vice President of Savers Management Group (dba Savers Marketing). Scott oversees Financial Reporting and all Treasury activities of Savers Marketing. Prior to joining Savers in 2017, Scott was a Senior Director with Alvarez & Marsal for 10 years focused on mergers and acquisitions.
Scott is a graduate of Wake Forest University with two degrees in accounting and an MBA focused in finance. He lives in Winston-Salem, NC with his wife and three kids whom all are avid sports fans of Wake Forest University.
Brenda Emrick-Kennedy is a Managing Partner of Integrity Marketing Group, and President of Emrick Insurance Marketing Group. Brenda joined the Emrick Group in 1978 and oversees life insurance sales and marketing for the business that her parents founded in 1971. Brenda, her brother, John, and her husband, Robert Kennedy, have been responsible for expanding the Emrick Group into a name that is recognized nationwide in the insurance marketing world.
Brenda resides in Griggsville, IL with her husband, Robert along with their two golden retrievers, Wilbur Wilson and Tucker. Brenda’s favorite pastime is spending time with her granddaughter.
John Emrick is a Managing Partner of Integrity Marketing Group, and Chief Financial Officer of Emrick Insurance Marketing Group. John joined the Emrick group in 1983 and is responsible for all financial aspects of the corporation in addition to managing the contracting department for the business that his parents founded in 1971. John, his sister, Brenda Emrick-Kennedy, and brother-in-law, Robert Kennedy, have been responsible for expanding the Emrick Group into a nationally recognizable name in the insurance marketing world.
John resides in Griggsville, IL with his wife, Anna. John’s favorite pastimes include working in the yard and spending time with his grandkids.
Jim is a Managing Partner of Integrity Marketing Group as well as Co-Founder, Managing General Partner of American Senior Benefits.
In 2007 he joined Clay LeGeyt at Great American Senior Benefits and the rest is history.
Jim resides in Austin, Texas and enjoys spending time with his wife and children. He is an accomplished Pickleball player.
Clay is a Managing Partner of Integrity Marketing Group as well as Co-Founder, Managing General Partner of American Senior Benefits.
Growing up in Connecticut, Clay earned money by playing drums in local bands, working in any business that would hire him and focused on driving personal revenue.
In 1971, Clay began his career as an Agent and spent 35 years focused on sales, agency management, and a career agent territorial model specializing in Medicare, Life, Annuities, and Long-term Care products. In 2007 he joined Jim Sweeney at Great American Senior Benefits and the rest is history built upon solid growth year over year.
Clay enjoys spending time with his wife, who is a doctoral candidate at Washington State University, and treasures his three children and three grandchildren.
After graduating from the University of Arkansas Jake began his career in the insurance business in 1997 as a sales producer and later partnered with his Father, Joe Bailey in 2002. They worked alongside each other until 2010 when his father retired. After his father’s retirement, he focused on creating systems and serving agents to help elevate his captive agency to the next level.
Jake grew up in Fort Worth, TX where his business has thrived since 2010. He resides in Fort Worth with his wife Jade and their two sons.
Raymond C. Richard
Raymond is a co-founder of The Pinnacle Benefits Group in Winston-Salem, NC. He is a graduate of University of Louisiana-Lafayette (Ragin’ Cajuns) with a degree in Accounting. While in college, he played both basketball and baseball on athletic scholarship. After college and for a short period of time, he played professionally in the Cleveland Indians farm system.
His insurance career started in 1984 in Ft. Worth, TX. He was Controller and, subsequently, Chief Operating Officer for one of the largest individual health insurance agencies in the U.S., selling over $250 million in premium annually. Afterward, he was instrumental in helping expand three other insurance marketing organizations before striking out on his own. Since 1994, The Pinnacle Benefits Group has been a leading distributor of health and life insurance products, having been awarded National Association of Health Underwriters’ Soaring Eagle Award for achieving the Leading Producers Round Table 22 consecutive years.
Lindsay is a co-founder of The Pinnacle Benefits Group in Winston-Salem, NC. He is a graduate of Wake Forest University with a degree in mathematics and later earned an MBA from Temple University. Lindsay began his career in employee benefits, becoming an associate actuary, and then later moved into 401k consulting. In 1994 he partnered with Raymond Richard to form The Pinnacle Benefits Group. Quickly becoming a national leader in the marketing of major medical health insurance, Pinnacle later diversified into the life and senior markets. Lindsay is a Certified Public Accountant, enjoys golf, exercise, and occasionally appears in film and television productions.
Larry Drennan entered the insurance business in 1970 while he was still a student at the University of Arkansas. He graduated from the University of Arkansas at Little Rock with a Bachelor of Science degree in business and a minor in management and labor.
Drennan had a very successful career as a life and health sales agent and agency manager. In 1982 he formed Drennan Insurance Marketing, Inc., a wholesale insurance brokerage organization.
Larry has been actively involved in numerous industry organizations and associations, serving both as an active member and as a board member officer.
Drennan’s firm has won many carrier awards for outstanding production as well as exemplary compliance procedures and practices.
The Drennan organization in based in Little Rock, AR but works with independent insurance agents in more than 40 states. The Drennan organization is designed around helping agents work more knowledgeably, efficiently, and profitably.
Mickey’s insurance career has been a long and very successful journey. She is a partner in Drennan Insurance Marketing, Inc. and has been ever since the company was first founded.
She earned her insurance license in 1990.
Even prior to that she was an integral part of the Drennan operation, wearing many hats at the company very successfully. She has handled life and heath underwriting tasks, staff recruitment and management, executive duties and even has sold insurance.
In 1992 the Central Arkansas Association of Health Underwriters Association awarded her with their very prestigious “Member of The Year” award for her outstanding service to that organization and to the public.
Mickey has continued her public service by volunteering and leading numerous public service organizations throughout Arkansas.
While Mickey has achieved much so far in life the birth of her daughter, Angelea Drennan, and her grandson, Noah Drennan, rank as her proudest moments.
Billy began his insurance career in 1995 joining Drennan Insurance Marketing as a freshman in college. During his career, Billy has worked as a field agent, agent recruiter/manager and sales team manager.
He believes in and teaches agents the philosophy “Take care of clients first and dollars will take care of themselves”. In addition to his insurance career, Billy is an officer in the Army National Guard and a lifetime member of the VFW and American Legion. He is a strong believer in service to God, Community and Country.
Billy holds a BBA from the University of Central Arkansas and an MBA from Western Governors University and lives in Santa Rosa Beach, FL with his wife Angelea and son Noah. He enjoys working on classic cars, kayak fishing and camping with his family.
Angelea follows in the footsteps of her mother and father (Mickey and Larry Drennan) and grandfather (Ed Drennan) as leaders in the insurance industry. She started out at Drennan Insurance at the age of seven, where she was put in charge of the very important job of stapling papers and she joined the family business full time in 1997.
Angelea heads up Drennan Insurance Marketing’s north Florida office and operations for the entire agency. She still gets satisfaction from a clean, straight staple.
Angelea graduated from Hendrix College in Conway, Arkansas, in 1997 with a BA in Business and a Minor in Religion. She is married to Billy Drennan and they have one son, Noah. They live in Santa Rosa Beach, Florida, where you just might find her cruising down Hwy 30A in her Granddad’s 1973 Ford F250 with Shiloh, her white shepherd, by her side.
In Memoriam (1955 - 2023)
Jerry Klamer, Managing Partner at Integrity, colleague and friend, passed away on February 23, 2023.
Jerry grew up in Hoover, AL, a suburb of Birmingham, where he was the second oldest of five siblings. Like most kids in Alabama, Jerry spent much of his formative years in a ballpark. Following in his father’s footsteps, Jerry became a star athlete. Excelling as a pitcher, it was expected by most that he would continue on the baseball track, but Jerry’s path and passion began to change when at the age of ten a family friend introduced him to hunting.
The lessons and successes of those early years with sports and the great outdoors carved a bright future for Jerry by instilling in him the qualities necessary to start a marketing career in the insurance industry. His first year in sales, Jerry was top producer in the country, a feat he repeated many times for various companies. After being in sales for 30 years, Jerry began the move up the corporate ladder. Moving up meant moving around, and while in Phoenix, AZ in 2004 Jerry made the bold choice for to leave this lucrative corporate career and open his own insurance marketing firm, MAS Insurance Marketing. With Jerry as President and CE, MAS Insurance Marketing has grown into one of the largest and most successful national insurance marketing firms in the Senior Market.
Jerry and wife Tonya were married May 7th 2019 which has begun a new chapter in their lives. Tonya is the mother of 3 daughters and 4 boys. Thankfully only two of the youngest boys Christian 6, Alec 12 are at home with Tonya and Jerry. Jerry is the father of one son, Matt, who is employed in the family business and enjoys hunting with his dad. Matt and his wife, Krissie, have given Jerry and Tonya the greatest blessing in life…two grandchildren Braiden 12 and Lilly 6.
Shawn Meaike is the founder and president of Family First Life. In late 2013, Shawn launched Family First Life, currently a multi-million-dollar independent marketing organization. As Shawn describes it, he is “building a company that truly puts both the families of our clients and the families of our agents first.”
Family First Life is now represented by over 17,000 licensed agents in almost all 50 states marketing mortgage protection, final expense, life insurance, and annuities. Family First Life generated over $10 million in paid premium during the first year in business and in 2021, the company is projected to reach over $600 million dollars in issued paid premium.
Prior to launching Family First life, Shawn worked as an independent insurance agent, selling final expense, mortgage protection life insurance at a high level for several years.
Shawn graduated with a degree in Applied Social Relations, which led to a career in the State Department of Children and Families, where he worked for more than 13 years, alongside of owning real estate property. He currently resides in Boca Raton, Florida with his family.
Brian McCann started his insurance career in 2001 and quickly found success by personally producing over $500,000 dollars of life insurance premium in his first year. He was awarded agent of the year by both the Insurance company and IMO. In late 2013, Brian played an integral part as Co-Founder of Your Insurance Group and assisted the company to produce in excess of a $100 million dollars of Final Expense premium which positioned the company to receive national recognition as one of the nation’s leading Final Expense IMOs. As Brian describes it, they are building a company that was founded on the basic principle of putting the agent first and always doing what is best for the client. Brian is considered an expert in Final Expense and has personally trained and motivated thousands of agents nationally.
Brian attributes a lot of his competitive edge to playing Division I baseball and earning a starting spot in the Atlantic Collegiate Baseball League.
Brian currently resides in Florida with his family.
Avi is the Co-Founder and Managing Partner of Your Insurance Group and is involved in the day-to-day operations of the company. Since inception, his expertise has helped build the company to become a nationally recognized IMO focused on the senior market.
In 2003, Avi started his insurance career and was awarded and recognized as an industry elite producer who assisted thousands of families nationwide. Avi additionally found a true passion for teaching audiences on the value of utilizing Fixed IULs as a Tax-Free vehicle for their retirement needs. Avi is considered an expert in Final Expense and has trained thousands of agents across the country on how to become successful by properly providing a service to Seniors eager to relieve the financial burden from their loved ones.
Prior to joining the insurance industry, Avi operated multiple family restaurants in his hometown of New Orleans and eventually moved to the northeast where he joined his brother in the computer retail space for many years.
Avi and his family live in Maryland.
Jason started in the insurance industry in 2001 with Bankers Life and Casualty. He quickly became one of the top 25 producing agents among their 5000 national agent force. In 2005, Jason became a Branch Sales Manager with that organization before stepping away to create his own career agency, Great American Legacy, Inc. in 2007. Focusing on Medicare, Long Term Care, Life and Annuities, he has since built one of the top regions within American Senior Benefits with more than 50 career agents producing in six states while based in Cedar Rapids, Iowa.
Jason and his high school sweetheart, Treva, both grew up in Postville, Iowa and were married in 1995. They attended Iowa State University and Upper Iowa University respectively and Treva is also an accomplished insurance agent herself. They currently live in Lisbon, IA and have two children, Hannah and Hagen, who plan to follow their parents’ footsteps into the insurance industry. Jason also happens to be an artist and provides American Senior Benefits with a painting for each of their annual sales conventions from which prints are then distributed to each qualifier.
Seixas “Chad” Milner III is President and CEO of The Milner Agency, Co-Founder of North American Senior Benefits (NASB) and a Managing Partner at Integrity. Chad represents the sixth generation of his family in the insurance business and the fourth generation at The Milner Agency.
He began his career at The Milner Agency in 2002. He is an expert in annuity product design and has received the accreditation of Certified Senior Advisor, Certified Annuity Advisor and Certified Annuity Specialist.
Chad served as the 2020 Chair of the National Association of Independent Life Brokerage Agencies (NAILBA), the premier trade association in the insurance and financial services marketplace. He has been recognized and awarded for his excellence and outstanding achievements with NAIFA-Atlanta’s Top Advisors Under 40 Award. Chad has maintained active involvement in the business by serving on several advisory councils and board of directors.
Born in Atlanta, Chad attended Georgia College & State University, and now resides in Athens, Georgia. He is married to Wendi, with whom he has two sons, Luke and Seixas “Sage” Milner IV. He is an active member of Redeemer Presbyterian Church in Athens, as well as Athens Country Club, Frederica Golf Club and the Golf Club of Cuscowilla. Chad enjoys farming, golf, aviation, diving, spear fishing and hunting.
Craig is Co-Founder and President of North American Senior Benefits (NASB) and a Managing Partner of Integrity Marketing Group.
Under Craig’s direction, NASB’s sales force has become one of the fastest growing senior benefits agencies in the country. In developing a reputation as a catalyst for rapid success with his effective and innovative techniques, he has become a sought after advisor to carriers in the industry looking to increase sales in Final Expense.
Craig graduated from Middle Georgia College with a degree in Marketing and was a four year starter at quarterback on the school’s football team. Craig currently resides in Lawrenceville, Georgia. He is married to Lenae and they have two children, Caden and Eden. When not working or spending time with his family, he enjoys golf, travel, and cooking/grilling.
Ryan started his insurance career in 1993 with a national insurance firm. He has served in many roles including agent, field manager and branch manager. He is the founder of Senior Solutions based out of Omaha, Nebraska and became an Integrity partner in 2019.
His organization specializes in the Senior Market and all products related to helping that section of the population navigate through the confusing world of benefits, right and options.
Ryan enjoys all sports and spends his free time with his family. Wife Margie, and three sons, Tyler, Carson and Alex. Tyler and his wife Lexus are working at Senior Solutions and have vital leadership roles within the organization while Ryan’s younger two sons are chasing their professional golf dreams after stellar careers at the University of Iowa.
As Founder and CEO of Agent Pipeline, Inc. in 1989, Larry Kimble developed the largest and most effective agent brokerage insurance agencies in the United States. In 2001 he partnered with his son Ryan and daughter Laura to diversify Agent Pipeline into the Medicare space. Their partnership evolved into leading-edge senior markets brokerage operation second to none. Their “True Gritt” attitude and approach to success elevated them above all competitors.
Larry enlisted in the military in the Vietnam War and also ran and won an election to become a West Virginia State Senator (R) in 1994. His core values of patriotism, family and service to others have been the driving force in his success.
Currently, as a major investment partner with Integrity Marketing Group, Larry resides in Jupiter Florida.
Laura Kimble is a Managing Partner of Integrity Marketing Group, and the Executive Vice President of Agent Pipeline, Inc. Laura entered the insurance industry in 2000 with Agent Pipeline and has since worked in nearly every facet of the company. She started in an administrative function and quickly developed a passion for sales and marketing, transitioning to the role of direct insurance sales agent. From there, she used her direct sales background to help Agent Pipeline’s downline agents and agencies grow and expand.
She was the top salesperson for Agent Pipeline for several years running and in 2009, became co-owner. The following year she was named Executive Vice President. She currently assists in the day-to-day operations of the company and manages the Medicare Supplement growth and distribution channel. Laura is also responsible for maintaining relationships with the company’s Executive Accounts and Key Partners.
Laura holds a degree from Saint Leo University in Florida. She has also completed the Dale Carnegie Leadership Course and the Program on Negotiation and Leadership at Harvard Law School.
Laura serves as a member of the NAHU FMO Advisory Council, the Aetna Field Advisory Council and Diamond Distributor Council, Cigna’s Executive Leadership Council, Medico’s FMO Advisory Board, and Agent Pipeline’s Compliance and Oversight Board.
She currently resides in Charleston, WV with her spouse, Blair, and her three children. In her free time, she enjoys spending time with her family and exploring her interests in the arts and local philanthropy.
Dave is an Integrity partner and serves as a Founder and Chief Executive Officer at ThomasArts. He started his career as an educator before entering the world of marketing as a composer/producer for radio and TV commercials. That lead to developing complete creative concepts to help drive his clients’ business, and ultimately the opening of his first ad agency in 1982.
In 1989, Dave sold his agency to EvansGroup, and led their Salt Lake, Los Angeles, and Denver offices for several years. When EvansGroup was sold to Publicis in 1998, Dave became President of the Publicis Salt Lake office. After a run for U.S. Congress, he founded ThomasArts in 2003 with his three sons.
Renowned for his Medicare marketing expertise, Dave has provided guidance for dozens of brands, including Aetna, UnitedHealthcare, Coventry Health Care, VSP, Pacific Source, EmblemHealth, Lee Health, HealthMarkets and FHP Healthcare. He’s also worked with AARP, Zions Bank, Amegy Bank, Wells Fargo, Mozy, Petsmart, the Salt Lake 2002 Olympic Winter Games and many other national, regional and local brands.
Dave holds a BS degree from Weber State University and a masters from Brigham Young University. In 2010, the Utah Advertising Federation honored Dave with the prestigious Silver Medal Award, and in 2020 he was named CEO of the Year by Utah Business magazine. Dave and his wife reside in Farmington, Utah.
Troy is an Integrity partner and serves as the Chief Creative Officer at ThomasArts, he oversees the agency’s creative direction, which includes the integration of branded messaging and strategy into digital solutions such as website design and mobile marketing. Troy was immersed in the advertising industry from an early age and has never turned back.
Troy has a refined awareness and understanding of the consumer mind and is valued as a creative thinker with a keen sense of strategy. A copywriter by training and curious thinker by nature, Troy’s ability to seamlessly integrate engaging creative concepts with strategic tactics is a key asset to ThomasArts.
Troy joined TA in 2003 as a co-founder of the company. Over a nearly 30-year career, Troy has been involved in virtually every method and medium of advertising, from high-impact branding to lead gen and targeted direct marketing. This versatility has benefited a wide variety of clients, including Aetna, UnitedHealthcare, Zions Bank, Coventry Health Care, HealthMarkets, PetSmart, American Express, Mozy, Allstate, and VSP.
Troy holds a BA degree from the University of Utah. He and his wife live in Farmington, Utah.
Brian Hagerty is the Founder of Palmetto Senior Benefits and Managing Partner of Integrity Marketing Group. Brian is responsible for recruiting, training and developing a talent pool of independent licensed agents, many of which operate and serve in multiple southeastern states.
A true master of the art of agent training, Brian is renowned for sessions that involve interactive role play in setting qualified appointments and exercising the proper phases of the sales cycle. He frequently travels to other areas in the region in his quest to train and develop the next generation of outstanding insurance professionals.
Brian is a graduate of Furman University and spends his free time watching college football and playing golf. He lives and works in Greenville, SC, with his wife, Pamela. They both enjoy spending time with their daughter, Rachel, who is currently an agent and recruiter for Palmetto Senior Benefits.
Andrew Taylor is a Managing Partner of Integrity Marketing Group, as well as Vice President and Board Member of Family First Life USA.
Andrew started in the insurance business at age 18. He quickly learned the value of hard work and legwork, running 10,000 personal appointments as he built his highly successful agency.
Andrew is a nationally recognized expert in the principles and practices of direct sales, as well as agent hiring, recruiting and training. He frequently travels the country speaking on these and other topics at a variety of conferences and events.
In the rare moments he’s not working to reshape the industry, Andrew enjoys spending time with his family in their home city of Las Vegas, NV.
Richard began his career in Financial Services, but quickly gravitated toward Medicare. Working first for Humana and then UnitedHealthcare gave him a solid foundation for the founding and ultimate success of LifeSmart Senior Services.
Richard has immersed himself in every facet of Medicare Advantage sales and distribution, always holding true to his core principle of “Putting the Client First”. Interprofessional and interagency collaboration are hallmarks of the effective health, education and client solutions LifeSmart Senior Services provides.
Richard and his wife Victoria have fostered an atmosphere of trust across their business. They share a deep commitment to treating clients, affiliate partners and employees with loyalty, dignity and respect.
Sam is a Managing Partner of Integrity Marketing Group and President of The Brokerage Resource where he leads day-to-day operations. As a fourth-generation insurance professional, you can say insurance is in his DNA.
Sam pivoted to the family business to work side-by-side with his father, in 2003 after having had a successful career selling high purity gases and publishing an international magazine.
Sam became sole owner of The Brokerage Resource in 2017 focusing primarily on Medicare Supplements, but also expanding product lines and drastically growing life and annuity production with the skilled and experienced team at The Brokerage Resource.
A dedicated family man, Sam and his wife Allison live outside Raleigh, North Carolina, have two children and have been married over 25 years. An avid fisherman and golfer, Sam can be found on the golf course or in the Gulfstream fishing with his compadres in his free time.
Barry is President & CEO of Equis Financial and Managing Partner of Integrity Marketing Group. With four decades of experience in the insurance industry, he has a stellar reputation for building organizations and surrounding himself with dynamic leaders.
After attending Liberty University on a baseball scholarship, Barry was recruited into the insurance business part-time in 1980. After going full-time in 1982, Barry was promoted to Regional Vice President of that company within 10 months. His career has continued to blossom and thrive ever since he turned his focus to serving others.
Barry’s expertise was instrumental in his co-founding of a large national coalition of agents in 2002. In 2016, he joined Equis Financial to build upon the team in place, bringing his influential passion to a rapidly growing organization.
He resides in Southwest Virginia and enjoys spending his free time at his cattle ranch with his wife, son, daughter-in-law, grandchildren and many dogs.
Bill is both Co-Founder and Executive Vice President of Sales Development at Equis Financial and Managing Partner of Integrity Marketing Group. A true training tour-de-force, he continually delivers best-in-class educational resources for both new and established agents in the industry.
Before getting his start in the insurance business in 1982, Bill served in the U.S. Air Force. For many years, he was a leading producer in life and health insurance as well as estate planning. He’s won many top sales awards, including the President’s Club Award through Jefferson Pilot Life.
Since co-founding Equis Financial in 2015, Bill has been fully committed to his role as mentor and educator. He has driven and guided the company’s sales force with his proven training messages and passion for pouring a desire into others to help serve more Americans.
Bill resides in Rockford, Michigan, with his wife and four children.
Rob is Co-Founder and Executive Vice President of Agency Development at Equis Financial and Managing Partner of Integrity Marketing Group. “Building” is a cornerstone of Equis Financial and at the core of Rob’s passion for developing agencies across the country. Over the course of his impressive insurance career, he’s cultivated a strong reputation of achieving growth in others who exhibit an entrepreneurial spirit.
A man who knew his true calling from the start, Rob has worked in sales and marketing for over 25 years. He began that career in the professional lawn care industry where he was one of the top 3 salespeople nationwide for 15 consecutive years. After transitioning into the insurance industry, he quickly became a star player, winning many top producer and agency awards.
Today, Rob is Equis Financial’s guru at helping agents with business management, recruiting and connecting with customers. He resides in Dayton, Ohio, with his wife and two children. When not traveling with his family they enjoy cheering for the Dayton Flyers basketball team.
Marc began his career in 2012 as an individual producer, leading from the front with impressive results. Deeply passionate about helping families and approaching his work with ministerial zeal, he has consistently been recognized as #1 Life Producer.
That early success helped Marc realize that a strong work ethic could collapse time frames and led him to form his own highly successful agency. Over the past six years, he and his agents have placed over $60 million in final expense and mortgage protection premium.
Marc graduated from Johnson & Wales University in 2012. He firmly believes that all of his dreams can be realized through great mentorship, hard work, and the ability to serve all types of people from every walk of life.
Marc currently resides in West Orange, New Jersey, with his wife, Robin, and 2 children, Emmanuel and Juliana.
Dan began his insurance career in 1978 working with Summit National Life Insurance Co. Unable to afford a suit, he borrowed one and hit the “real world” as a rookie insurance sales agent. After a few months, he joined The Larry D. Barnes Insurance Agency and specialized in the senior life & health insurance market.
Early in his career, Dan sold insurance door-to-door in rural Missouri. He soon became a regional manager, then state manager, vice president, president, co-owner and finally full owner of the company. In 1995, Dan began to build an Independent Agent division to go along with the existing Career Agent division. Many fantastic people joined the team along the way, and the company grew to exceed $100 million in annual new sales with over 10,000 agents in all 50 states.
Dan has served on numerous advisory boards, as well as sales and management councils. He is recognized as a leader in the senior health and life insurance market. In 2013, Dan retired from the day-to-day business. He and his wife spend their time between their ranch in northern Colorado and their home in Breckenridge, Colorado, and love being with their children and grandchildren.
Born and raised in northern Missouri, Bobby began his long and successful career in 1980 with The Larry D. Barnes Insurance Agency, which eventually became McNerney Management Group. He very quickly found a market that allowed him to reach not only his personal goals, but also his goals for his family and career.
Hard work helped Bobby rise up quickly through management levels to his most recent position as Co-President of McNerney Management Group — the holding company for Senior Marketing Specialists and Senior Benefit Services. He has especially enjoyed teaching career-minded individuals to be true professional advisors to senior Americans across the country.
After dedicating 40 years to leading, mentoring and teaching McNerney Management Group agents and staff, as well as countless agents across the country, Bobby has recently retired. He’s now enjoying the extra time he has to spend with his family, as well as farming, golfing and traveling.
JoAnn started her career with the McNerney Management Group immediately after graduating from Truman State University. She worked in various positions alongside Dan McNerney. Together, they started the brokerage division of the company, Senior Marketing Specialists, in 1995.
Since then, Senior Marketing Specialists has grown from two employees and a handful of independent agents to the current staff of almost 100 representing over 10,000 agents nationwide. JoAnn’s love of family and service carries through in leading the company and building a great team with an amazing work culture.
JoAnn sits on several advisory boards, including the Inter-Company Marketing Group (ICMG) board. She is actively involved in the charitable foundation they created — “12 Months of Giving” — which supports a variety of local charities such as The Red Cross, Meals on Wheels, Feeding America and more. JoAnn and her husband reside in Columbia, Missouri, and love spending time outside with their children and grandchildren.
David is Co-Owner of McNerney Management Group and President of Senior Benefit Services. David grew up in the insurance industry, following in his father’s and brother’s footsteps. He began his career in 1982 as an agent with The Larry D. Barnes Insurance Agency in Trenton, Missouri.
David proved himself as a sales leader before being promoted to a management position in 1985. From there, he helped transform The Larry D. Barnes Insurance Agency into McNerney Management Group, one of the nation’s leading providers for senior insurance and Medicare. In 2013, David partnered with JoAnn Wray and Bobby Richardson to became co-owners and co-presidents of McNerney Management Group. The company has continued to grow under their leadership.
David is proud to work with two sons, a daughter-in-law and a nephew who are all part of the McNerney Management Group team. He and his wife reside in Lake of the Ozarks, Missouri, and enjoy spending time with their growing extended family.
Andy Albright has been successful as an entrepreneur, business owner, author and motivational speaker. He co-founded The Alliance in 2002, and quickly helped it grow into one of the largest and most successful insurance marketing organizations in the United States. As the top seller with numerous insurance carriers, The Alliance posts $100 million in sales annually.
Andy and The Alliance are well known in the North Carolina business community. Andy has appeared in regional magazines and newspapers, and his company has been recognized nationally for its remarkable growth and success. Andy is the author of The 8 Steps to Success, Millionaire Maker Manual and Inside The Circle, as well as co-author of The Alliance House of Behaviors. He has also appeared on several national radio shows and was the host of Season 2 of the Amazon Prime show “Self-Made.”
Andy and his family have been major donors to North Carolina State University, proudly supporting student athletes, leaders and entrepreneurs. Andy is a loyal fan and supporter of Wolfpack athletics, and serves on several of the school’s advisory boards. In recognition for his contribution to scouting, the Old North State Council of Boy Scouts of America named Andy as its Man of The Year in 2018. Andy and his wife, Jane, reside in Treasure Island, Florida, and are the parents of two adult children.
Jeff is CEO and Principal of New Horizons Insurance Marketing and a Managing Partner at Integrity Marketing Group.
He began his journey in the insurance industry in June of 1981 while attending Millikin University. Two years later, he became Managing General Agent with Standard Life, then Regional Director and finally National Marketing Director in 1988.
In 1981, Jeff started Sams/Hockaday & Associates with John Hockaday, which grew to more than 30 captive agents and led to the development of New Horizons Insurance Marketing in 1993. Jeff is most passionate about short- and long-term care and co-wrote the e-book How to Sell Short-Term Care Insurance with Confidence.
He is a former president of Central Illinois Health Underwriters and is active in numerous civic and charitable associations. Jeff is the proud father of three children: Jake, Michael, and Jessi. He enjoys spending time with his children and eleven grandchildren at the family horse ranch, Sams Ranch, or at their property at Lake of the Ozarks.
John is COO and Principal of New Horizons Insurance Marketing and a Managing Partner at Integrity Marketing Group.
After serving clients himself for many years, John realized the need to expand. In 1981, he and Jeff Sams became co-founders of Sams/Hockaday & Associates, which they grew to a staff of more than 30 agents. That local agency continues to grow and service the needs of local seniors in the heart of central Illinois.
Twelve years after the conception of Sams/Hockaday, John and Jeff started another venture – a senior insurance marketing company, New Horizons. John and his team have extensive experience serving more than 10,000 Medicare, life insurance, long-term care and annuity producers.
John co-wrote the e-book How to Sell Short-Term Care Insurance with Confidence and enjoys coaching agents through underwriting and the changing flows of the insurance market. He resides in Forsyth, Illinois with his wife Cheryl and is the proud father of four children. He enjoys spending time with his four grandkids and hopes for more to join the family.
Tyler Lainson is the owner and founder of Heartland Retirement Group and a Managing Partner at Integrity Marketing Group.
Tyler started in the insurance industry with Bankers Life and Casualty in 2000. He quickly moved up the ranks and became one of the top Unit Sales Managers in the company. In 2009, he partnered with American Senior Benefits and a few short years later founded Heartland Retirement Group. Over the past several years, Heartland Retirement Group has grown to partner with 100+ captive agents, managers and advisors. They added additional branch sales offices in Colorado, Minnesota and South Dakota.
Heartland’s primary focus is helping retirees with all their insurance needs, from health to wealth. They are proud to work with some of the most competitive carriers in the industry to make sure the client always wins.
Tyler and his wife, Angela, reside in Johnston, Iowa, with their four children. Tyler enjoys watching his kids’ activities and sports, traveling and spending time with his family.
John is a Managing Partner with Integrity Marketing Group, as well as Executive Board Member with Family First Life Agent Force, where he leads and mentors actively growing producers and agencies across the country.
Up until 2013, he was an accountant crunching numbers, before getting into insurance and building a nationally acclaimed agency.
John’s passion is mentoring agents and pushing them out of their comfort zone, allowing them to become the producers and business owners they strive to be. In doing this, his agency will surpass $100 million in total issue paid premium by the end of 2020 in aggregate. Seeing other agents succeed and tap into their potential is what is most rewarding to John. His mantra says a lot about his heart: “I believe in helping as many people as possible get everything they’ve ever wanted in life. With the right partnership and mentorship, anyone can succeed beyond their wildest dreams.”
John received a degree from Southern New Hampshire University for Accounting & Finance. When he is not mentoring agents, he is spending time with his family at his home in Dallas, GA.
Frank is Founder and CEO of ASB Financial and a Managing Partner at Integrity.
Frank has been helping Florida seniors protect their assets since 1986. With his expertise in Medicare, long-term care, life insurance and annuity investments, he has consistently been a top 5 National Producer as both a Branch Sales Manager and Regional Sales Director with American Senior Benefits.
Frank’s sales techniques, training and recruiting programs, along with a strong desire for quality and service, have been used as examples for branch offices across the country. As a leader, he has developed an expert team of ethical and professional agents to assist and educate the Central Florida community.
Frank is a proud family man. He married his high school sweetheart and had four wonderful children, three daughters and one son. In 2014, he became a grandfather for the first time and now has three beautiful grandsons with whom he is absolutely enamored.
Mark is the President and CEO of Southern Insurance Group and a Managing Partner at Integrity Marketing Group.
He was raised in Centerville, Tennessee. He first entered the insurance industry in 1980 and by 1985 had earned a position as a regional sales director responsible for recruiting agents in multiple states.
After building his team to include thousands of agents, Mark decided to grow his business into a nationwide senior market distribution company. Over the last 35 years, he has enjoyed tremendous growth and notoriety and has been an industry leader with several senior market insurance companies.
Mark is most proud of his two beautiful daughters, Alison and Abby, who have grown up in the family business and who now help lead the company.
He resides in Lawrenceburg, Tennessee, where he enjoys time with his family and friends, hunting, fishing and exploring the outdoors.
Emily is CFO of Southern Insurance Group and a Partner at Integrity Marketing Group.
She was born and raised in Lawrenceburg, Tennessee. After moving to Nashville to work in finance, she met and married Mark Gilliam. They returned to her hometown of Lawrenceburg where they began their insurance business in 1981.
During the last 40 years, she has served as CFO of Southern Insurance and has led the organization through periods of exponential growth. She looks forward to being part of the continued expansion of Southern through its partnership with Integrity.
Emily is the mother of two amazing daughters, Alison and Abby, who have been a part of Southern all their lives. She enjoys spending time with her family and golfing; and she has formed a non-profit corporation to raise funds for a new city and county animal shelter.
Alison is the Director of Marketing for Southern Insurance Group and a Managing Partner at Integrity Marketing Group.
She was born and raised in Lawrenceburg, Tennessee. She attended Middle Tennessee State University where she received both Bachelor of Business Administration and Master of Business Administration degrees.
Alison has worked at Southern throughout her career and joined the leadership team in 2013 after receiving her MBA. She has contributed to the substantial growth of their family business with her focus on management and making innovative technological advancements.
She currently resides in Lawrenceburg, where she enjoys spending time with family and friends, and all things football. Alison is happiest outdoors, especially when she’s fishing, hunting or traveling.
Doug Price is President and CEO of Insurance Administrative Solutions and a Managing Partner at Integrity.
Doug has more than 30 years of experience in all aspects of the life and health insurance industry, serving in several capacities including actuarial consulting, administration and insurance company operations.
After graduating high school, Doug entered the U.S. Army and was trained as a Russian linguist and interrogator. Following his honorable discharge in 1980, Doug used his GI Bill to attend Georgia State University, where he earned a degree in actuarial science.
Doug began his actuarial career at AFLAC in 1986, as an actuarial student and eventually a pricing actuary. He took a position in Clearwater, Florida, in 1989 to help head up the Individual A&H Consulting Division of Wakely & Associates, a nationally recognized actuarial consulting firm.
He is a member of the American Academy of Actuaries and a Fellow of the Society of Actuaries.
Ed is a Managing Partner of Integrity Marketing Group and Founder of The Assurance Group.
After spending seven years working long hours in North Carolina’s textile industry, Ed sought out a better future for his young family and secured his insurance license. Not long after, Ed founded Piedmont Brokerage which subsequently became The Assurance Group, a national presence in the distribution of senior-focused insurance products.
Ed considers himself a “work-a-hobbyist,” and enjoys spending time with his wife Beverly, their twin daughters, Brooke and Brittany, and grandsons Jackson and Wesley.
Beverly, Brooke and Brittany are all actively engaged in supporting TAG’s continued growth.
Beverly is a Managing Partner of Integrity Marketing Group and Founder of Leads2Success, The Assurance Group’s affiliated lead generation company.
Not long after giving birth to identical twin daughters, Brooke and Brittany, Beverly joined her husband, Ed Shackelford, in supporting the growth and expansion of their newly formed insurance agency.
Beverly continues to be actively engaged in the business, primarily working with TAG’s talented marketing professionals.
Sean Ruggiero is President of Advanced Market Sales and a Managing Partner at Integrity Marketing Group.
Sean’s focus is on helping consumers, agents and agencies with retirement readiness through the use of evolving Fixed Index Annuities. He provides his agents with expansive education, training and software to help them better serve Americans. His expertise includes retirement income planning, wealth management, SaaS, insurance, credit, automotive, mortgage and finance verticals.
Sean is a Certified Equity Professional, Retirement Income Certified Professional and Wealth Management Certified Professional. He has also earned the National Social Security Advisor certificate and is a Registered Investment Advisor, CRD #7201706. In 2015, he was one of Life Health Pro’s “Top 20 Most Creative People in Insurance.” He was then a 2016 DIA Barcelona award winner and listed in the Top 100 InsurTech Startups by Digital Insurance Agenda from 2016-2018.
Sean is the author of 7 Benefits of FIAs for Retirement and the Founder of SafeMoneySmart.org, a non-profit dedicated to the awareness of alternatives to the stock market in retirement. He and his wife Charissa have four beautiful children: Charles, Tyson, Marcus and Lola. He loves spending time being active with his family and coaching his children in sports.
Wes Fischer is the Founder and President of the Health Insurance Store (HIS) and a Managing Partner at Integrity Marketing Group.
With almost 30 years of experience in the health insurance industry, Wes is one of Florida’s leading experts in the field. At the Health Insurance Store, headquartered in Kissimmee, Florida, Wes leads the daily operations of the agency and oversees the service of more than 800 agents. The agency specializes in individual coverage in the Medicare and ACA marketplace.
Since the agency was founded in 1992, Wes has personally navigated thousands of clients and agents through numerous health care reform efforts. He passionately speaks about changes and trends in health care and the health insurance industries, and their impact on consumers, agents and shareholder partners.
Wes graduated with a bachelor’s degree in finance from Florida International University and an MBA from the University of Pittsburgh. He lives in St. Cloud, Florida, with his wife Vicki. His daughter, Cassandra Fischer, oversees marketing efforts at HIS.
Mel Rose is Chairman of the Board of Western Asset Protection and a Partner at Integrity Marketing Group.
After spending over 20 years as an ordained minister, Mel wanted to broaden the context of his service—expanding how he helped and inspired people. In 1998, he purchased what is now known as Western Asset Protection.
Western Asset Protection was initially focused on long-term care insurance, but recognizing they could do more and help more Americans in other ways, the team transitioned the company to Medicare products. Since then, have become recognized as a leading Arizona distributor, and are still growing nationally.
Mel’s twin children, Paul Rose and Mari Tautimes, both worked at Western Asset Protection since they were teenagers. The two have since become trusted partners in the booming family business.
The team at Western Asset Protection are what Mel is most proud of—his family, his staff and the people they serve. Making the decision to join Integrity was based on excellence and opportunity, and he is excited for the years ahead.
Mel and Mary have three children. As a family, they are avid tennis fans and Mel loves to play tennis
Paul Rose is CEO of Western Asset Protection and a Managing Partner at Integrity Marketing Group.
Paul began in the insurance business as a teenager, alongside his father and twin sister, Mari.
Paul now leads Western Asset Protection with a very capable leadership team and incredible staff. Paul says excellence is emphasized in everything they do as an organization, from the support they offer to the technology they incorporate.
While busy leading and growing their Medicare business, Paul is also excited about diversifying and improving their offerings by leveraging the resources they now have access to as an Integrity Partner.
Paul is passionate about insurance, and also enjoys golfing and spending time with his wife, his two stepchildren and three grandchildren.
Shane Van Loon is the President and Owner of American Group Insurance Brokerage Services and a Managing Partner at Integrity.
American Group Insurance was founded more than 35 years ago by Shane’s father, Howard Van Loon. After graduating from college, Shane joined the family business to establish their annuity and life insurance division. American Group Insurance has expanded from those humble beginnings to now support more than 5,000 agents.
Shane graduated from Abilene Christian University, where he played collegiate football and golf. He resides in Heath, Texas, where he and his wife, Sheila, raised three daughters. He enjoys golf, fishing, poker and being an active member of Lake Point Church.
Jay Ebert is the Founder and President of Best Value Insurance Services and Managing Partner at Integrity Marketing Group.
At an early age, Jay secured and personally produced the first-ever Ken Griffey Jr. rookie baseball card set for the Seattle Mariners Organization. He also owned and operated a sports memorabilia shop and international distribution outlet in Bellingham, Washington. Jay later enjoyed a successful career at Mutual of Omaha where he helped Mutual of Omaha’s Washington and Alaska agencies become some of the largest in the United States.
Jay’s entrepreneurial spirit continued as he eventually founded Best Value Insurance, one of the largest health brokerages in the Pacific Northwest.
In loving memory of his daughter, Jay established the Chelsey Rae Ebert Trust, which provides annual scholarship awards to Whatcom County senior girls involved with basketball or volleyball. His generous philanthropic endeavors continue to this day.
Jay and his wife, Stephanie, split their time between Fountain Hills, Arizona, and Washington. Jay has four children and enjoys golfing and spending time with family, especially his grandchildren.
Robert is the CEO and President of Connexion Point and Managing Partner at Integrity Marketing Group.
With more than 25 years of experience, Robert’s diverse expertise in information technology, management consulting, sales, healthcare and telecommunications places him in a unique position to connect market needs with solutions. As a co-founder of Connexion Point, Robert creates the vision and strategy, shaping the company’s direction and industry approach. He leads the Connexion Point team in changing both the industry and its expectations.
Prior to Connexion Point, Robert helped start several technology-based, disruptive companies ranging from hardware acceleration, consumer interactive messaging and voice web-browsing. He started his healthcare journey in data analytics with Blue Cross of California/WellPoint and began his career as a practicing engineer for Standard Oil inside the Arctic Circle on the north slope of Alaska.
Robert holds a degree in mechanical engineering. He lives in Sandy, Utah, with his family, where he also serves as a business advisor to the mayor.
Christina is the Co-Founder and Chief Operating Officer of Connexion Point and Managing Partner of Integrity Marketing Group.
Christina is a resilient and tenacious entrepreneur with 25 years of executive leadership and entrepreneurial success. Driving the operational teams and corporate strategy at Connexion Point, she specializes in the evolution of excellence through her outside-of-the-box approach, as well as her laser focus on operational accountability, organizational management, strong cooperative leadership and teambuilding.
Prior to co-founding Connexion Point, Christina lived and worked in four countries, including her native Canada, the United States, Mexico and Haiti, garnering her expertise in corporate communications, educational development and leadership.
Christina serves as Vice President on the Board of Directors for the Utah Humane Society and is an avid reader, beekeeper, sports enthusiast, skier, traveler and reveler in anything outdoors. She is committed to excellence, curiosity, challenge and exploration.
Christina holds five degrees, including a dual master’s degree in education and leadership and a graduate degree in corporate communications. Christina resides in Salt Lake City with her family.
Todd is the Co-Owner and President of IFC National Marketing and Managing Partner at Integrity Marketing Group.
Originally from Fairmont, Minnesota, Todd first entered the financial services industry in 1993. Todd is actively engaged in his community as a member of his local NAIFA organization, Rotary Club and Knights of Columbus. Todd is proud to consider many of his agents as his closest friends and he loves helping them successfully market and grow their agencies. Having an attitude focused on family and friendship is what he strives for at IFC National Marketing.
Todd and his wife, Denise, are proud parents of Audrey, Frankie and Tessa. His love of his family and love of life are worn on his sleeve and usually followed by a hardy laugh. Todd enjoys spending time at his cabin with family and friends. He is a huge sports fan and an avid golfer. He is a proud University of Minnesota alumnus and booster.
Dave is the Co-Owner and Chief Operations Officer of IFC National Marketing and Partner at Integrity Marketing Group.
Dave received his Bachelor of Science Degree in teaching and coaching at Bemidji State University. After college, he managed and owned health clubs for 12 years. In 1988, he transitioned into the insurance industry starting as an agent with Farm Bureau Insurance and advancing into management in 1992. In 2003, he helped start IFC National Marketing headquartered in Minnesota.
One of his greatest professional achievements was serving as President and Chairman of the National Brokerage Agencies (NBA). Dave has also been a member of NAIFA, serving twice as President of two local chapters; he was also a Field Manager and on their state board. He is engaged with NAILBA and GAMMA. Dave values family, not only his personal family, but his co-workers, agents, all the NBA member principals, the NBA staff, the companies he does business with and now the Integrity family.
Dave has been married for 37 years to Cindy and together they have two grown children, Katelyn and Ben. He loves to golf, hunt, fish and snowmobile, and participate in other outside activities with family and friends.
Dave is the Co-Owner and Chief Financial Officer of IFC National Marketing and Partner at Integrity Marketing Group.
Dave has had a storied and illustrious 40-year career in the life, health and financial planning industry. He started his career as an agent with Farm Bureau Insurance, transitioned into agency management and is now Partner and Owner of a successful independent brokerage firm with offices throughout Minnesota.
Throughout his career, Dave gained a reputation for not only recruiting agents, but retaining them. He was recently honored to earn the 2019 – 2020 John J. Symanitz Award from the Minnesota Association of Health Underwriters in recognition for helping to develop hundreds of agents who have thrived in their practices and their communities. Dave consistently works to find what he calls “triple wins” for everyone he works with. He strives to make sure that the client, the carrier providing the coverage and his agents and firm wins.
His true accomplishments extend beyond work. Dave is most proud of his wife of more than forty years, three adult children, their spouses and his granddaughter (number 2 is on the way), and he cherishes the enduring personal friendships this business has kindled.
Bryan has more than 24 years of experience in the life and health insurance industry, primarily focused on the development and pricing of individual insurance products and building innovative software solutions.
After graduating from the University of Nebraska in 1996 with a degree in Actuarial Science, he began his actuarial career as an actuarial student with Mutual of Omaha in the individual health division. He then held various management roles with several other insurance companies, including Vice President and Chief Actuary of Medico Insurance Group.
In 2007, Bryan founded CSG Actuarial in Omaha, Nebraska. CSG has grown to become a nationally recognized actuarial consulting and insurance technology company. He also founded Access Capital Group, one of the nation’s leading providers of financial solutions for the life and health insurance industry. He is a member of the American Academy of Actuaries and Fellow of the Society of Actuaries.
Doug Feekin is Principal and Co-Founder of CSG Actuarial, LLC and a Managing Partner at Integrity.
Doug has more than 30 years of experience in senior medical markets, primarily focused on strategic planning, product development and technology solutions.
Doug began his career with Mutual of Omaha in the individual health division and advanced within the company — holding various actuarial leadership positions over time. His last position at Mutual of Omaha was Vice President, Medicare Supplement Product Performance with overall responsibility for the Medicare Supplement product line.
In 2011, Doug joined CSG Actuarial and co-founded the technology solutions segment of the company. His primary responsibility is supporting clients in the Medicare marketplace.
He is a member of the American Academy of Actuaries and Associate of the Society of Actuaries and holds a degree in Mathematics from Northwestern College.
Kevin Johnson is CEO of Advisors Insurance Brokers and a Managing Partner of Integrity Marketing Group.
After earning an associate degree in criminal justice and police science, Kevin entered the life insurance business with the intention of working one year to save enough money to return for his bachelor’s degree. Fortunately, during that year, he qualified for the company’s President’s Honor Club and earned a trip to Acapulco, Mexico, which cemented the idea of staying in the industry.
Kevin focused on life and disability insurance until the 1980s when long-term care insurance became popular. In 1992, he formed Advisors Insurance Brokers, formerly known as New York Long Term Care Brokers, and quickly became one of the top agencies in the country.
He currently serves as a board member for the Double H Ranch charity and the National Center of Missing & Exploited Children. In the past, he served on boards for the Saratoga Chamber of Commerce and the Hudson Valley Community College Foundation. Kevin is a member of the Northeast Estate Planning Society, the National Association of Life Brokerage Agencies (NAILBA) and the National Association of Insurance and Financial Advisors.
Kevin lives in central New York and is the proud father of two sons, Mark and Brian.
Bob is President of J. Berg & Associates and a Managing Partner of Integrity Marketing Group.
Bob joined his father’s insurance agency, J. Berg & Associates, in the early 1980’s. For close to 40 years, Bob served seniors with their insurance needs, along with training and mentoring other agents in the senior business. He believes his loyalty to his representatives is one of his top priorities.
Bob has a passion for serving the senior community with all of their insurance needs. His philosophy is the customer always comes first.
Bob and his wife, Sherri, live in St. Louis, Missouri. He has strong family values and enjoys an active life, which includes racket sports, golf and travel.
Keith is Vice President of J. Berg & Associates and a Managing Partner of Integrity Marketing Group.
Keith was born in St. Louis, Missouri, in 1965, 19 minutes after his twin brother. He is the youngest of five boys. Keith attended the University of Missouri. He entered the insurance business in 1991, working at his father’s insurance agency, J. Berg & Associates. He performed administrative work until 1997, when he obtained his insurance license.
Keith enjoys seeing their agents excited, motivated and successful. He strives to make sure agents are comfortable and confident in the field. When in the field himself, he enjoys the interactions with clients and is very pleased when he can help them.
Keith is happily married to Tara and they have three children, which include a set of twins. Keith enjoys remodeling and interior design, and also has a passion for cars.
Dave is a Co-Founder and Principal of Access Capital Group and a Managing Partner of Integrity Marketing Group.
Dave began his insurance career in 1978 as a field representative. Since 1985, he has owned and operated an insurance sales and brokerage agency focused primarily on the senior market. Along with being a sales leader, he recruited and directed the sales efforts of hundreds of independent insurance agents and agencies while representing most of the major insurance companies in the senior marketplace. From 1999 – 2006, Dave served as a director of training, Regional Sales Director and National Sales Director.
In 2007, Dave and his business partner, Bryan Neary, founded Access Capital. Headquartered in Omaha, Nebraska, Access Capital has become one of the nation’s leading providers of financial solutions for the life and health insurance industry. Access Capital is focused on providing insurance agents and agencies with the necessary capital to accelerate both their business and personal objectives. Access Capital has provided millions of dollars of capital to thousands of insurance agents and agencies across the country.
Dave studied speech pathology and audiology at the University of Nebraska-Lincoln, but decided he was better suited for a career in sales than as a speech pathologist. He then transferred and completed his education in business administration at the University of Nebraska-Omaha.
Dave and his wife, Gina, reside in Elkhorn, Nebraska.
Mel Copeland is Founder and Co-CEO of Copeland Insurance Group and a Managing Partner of Integrity Marketing Group.
Mel is a true icon of the industry. His legendary insurance journey began when he started his first insurance agency in 1962 with only one employee. Years of hard work, persistence and above all, service, have paid off; the Copeland Group now has more than 130 employees and thousands of independent agents working in 41 states.
Mel, with his wife and Co-CEO Melissa Copeland, believe in making the customer’s needs top priority no matter what the situation. They also believe in giving back and are committed to serving their community in many ways, including volunteering at senior homes, homeless shelters, food banks and more.
Mel and Melissa live in Longview, Texas. They have five children and nine grandchildren, and enjoy traveling and spending time in Orange Beach, Alabama.
Melissa Copeland is Co-CEO of Copeland Insurance Group and a Managing Partner of Integrity Marketing Group.
Service has always been a priority for Melissa. She and her husband and Co-CEO, Mel Copeland, believe in making the customer’s needs top priority no matter what the situation. That’s proved to be the recipe for long-lasting success. Copeland Insurance Group, which began in 1962 with one employee, has grown to more than 130 employees and thousands of independent agents spread across 41 states.
Melissa’s strong commitment to service extends far beyond her work at the Copeland Group, as she has become a volunteer fixture at senior homes, homeless shelters, food banks and other charitable institutions throughout her community.
Melissa and Mel reside in Longview, Texas. They love spending time with their five children and nine grandchildren, often in Orange Beach, Alabama, their home away from home.
Jace Rosenbluth is President of MERIT Insurance Services and a Managing Partner of Integrity Marketing Group.
MERIT is a family-run business founded nearly 70 years ago by Jace’s father, Alvin. With Jace’s son, Addison, now serving as Vice President, MERIT is on its third generation of being led by the Rosenbluths.
MERIT is an independent and nationally recognized brokerage firm, specializing in Medicare, long-term care insurance, life insurance, disability insurance, annuities and senior benefits. Under Jace’s leadership and through its relationships with insurance professionals, financial planners and investment advisors, MERIT has been a top producing brokerage general agency for many top-ranked companies.
Jace is a lifelong resident of Connecticut. He resides in Bloomfield with his wife, Soamy, and is the proud father of two sons. He graduated from Babson College with a major in finance and economics. Jace is an avid golfer and enjoys reading and traveling with family and friends.
Mark Williams is President and CEO of Brokers International and a Managing Partner of Integrity Marketing Group.
With more than 25 years of financial services experience, Mark has been a producing independent agent in the field and a home office leader consulting to agencies and field marketing organizations.
Currently, Mark is focused on the future of the insurance industry, from the disruptions of insurtech and robo-advisors to the changing demographics and needs of customers. He also is an avid mentor, helping financial professionals navigate the industry.
Greg Osborne is President of Modern Insurance Marketing and is a Managing Partner of Integrity Marketing Group.
He began his career with Modern Insurance after graduating from the University of Oregon, where he earned a B.S. degree in finance and served as treasurer of the Phi Delta Theta fraternity and the Interfraternity Council.
Greg transformed Modern Insurance from an employee benefits agency into a full-service insurance agency that offers health, Medicare, employee benefits, life, commercial, workers’ compensation, auto and homeowners insurance. Modern Insurance is now one of the leading Medicare independent marketing organizations in the Northwest.
Greg lives in Wilsonville, Oregon, with his wife, Libby. They are proud parents of daughter, Ally, who will be graduating from the University of Oregon this year with a degree in journalism and son, Thomas, who is a freshman at St. Mary’s College and competes for the Gaels in cross country and track. Greg and Libby enjoy running, golfing, watching their son race and everything Oregon Ducks.
Kevin Owens is President of Kellogg Insurance Marketing and a Managing Partner of Integrity Marketing Group.
Beginning his career as a funeral director like his father, Kevin originally earned his life insurance license to be able to help families pre-arrange their funerals. This experience prepared Kevin for his future in health insurance by serving families and becoming more aware of the needs of seniors.
In 2005, Kevin reached out to his long-time friend, Ron Kellogg, to learn more about Medicare. After building his own agency in Arizona and Colorado, Kevin moved to Utah in 2013 with an invitation from Ron to become a partner at Kellogg Insurance.
After Ron’s unexpected passing, Kevin has led Kellogg Insurance in continuing Ron’s passion for helping seniors with their health insurance needs.
Kevin resides in Draper, Utah, with his wife and three children. When not working to carry-on Ron’s legacy, Kevin enjoys fishing, being in the mountains and spending time with family.
Grady Polcyn is President of Polcyn Insurance and Financial Services, also known as Family First Life America, and a Managing Partner of Integrity Marketing Group.
Before founding Polcyn Insurance, Grady had a successful career building software to help automate marketing and lead generation efforts. However, he knew there had to be a better opportunity out there to achieve the kind of success he was seeking.
In 2018, Grady got his start in the insurance industry and quickly found success as a producer. Although he was progressing personally, he wasn’t satisfied knowing that there were other people who didn’t know about the lifestyle and satisfaction the insurance industry can provide if you are willing to put in the work. That’s when Grady decided to form his own agency and hasn’t slowed down since. Grady is committed to sharing what he’s learned and enjoys focusing on supporting and teaching others to scale their own agencies.
Grady lives in Chandler, Arizona, with his wife and four children who are the pride and joy of his life.
Randy Herman is a Co-Founder and CEO of Deft Research and a Managing Partner at Integrity Marketing Group.
Currently serving as Chief Data Officer at Deft Research, Randy has more than four decades of health insurance experience. He has been CEO of five successful early-stage health insurance technology and service companies.
Randy is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. He has Bachelor of Science degrees in mathematics and economics from the University of Minnesota, Duluth, where he graduated with honors.
Dan Freier is Co-Founder and CFO of Deft Research and a Managing Partner at Integrity Marketing Group.
Prior to forming Deft Research, Dan held several senior-level management and actuarial positions at one of the nation’s largest publicly traded companies, with additional professional experience at several early-stage health insurance technology and services companies.
Dan is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. He graduated with honors from the University of Minnesota with a Bachelor of Science degree in business administration.
Rich Hamer is Co-Founder and Chief Strategy Officer of Deft Research and a Managing Partner at Integrity Marketing Group.
After co-founding Deft Research in 2005, Rich served as its CEO until 2016. Rich now oversees marketing and market development efforts and provides valuable insight into some of Deft Research’s most complex research projects.
Before Deft Research, Rich enjoyed a 12-year career as an Executive Director of a managed care thinktank and market research organization. He earned a Bachelor of Science degree from the University of Minnesota and a Master of Arts degree from the University of Toronto.
George Dippel is an Executive Vice President at Deft Research and a Managing Partner at Integrity Marketing Group.
George joined Deft Research in 2010 and oversees client-facing activities. Prior to working at Deft Research, George spent 12 years working in various sales, marketing and market research roles at a Fortune 50 consumer product company, including six years studying healthcare consumers across all aspects of care delivery. He used those insights to provide high-level consultation to the company’s internal, billion-dollar healthcare brand teams.
George graduated magna cum laude from Auburn University with a Bachelor of Science in chemistry.
Tim Brousseau is Senior Vice President of Client Services at Deft Research and a Managing Partner at Integrity Marketing Group.
Tim joined Deft Research in 2016 as Vice President of Client Services. Tim’s healthcare career began at the nation’s largest pharmacy retailer, where he spent five years supporting the company’s Medicare Part D plans.
In 2011, Tim joined a leading carrier and was responsible for the management of their government programs, including Medicare Advantage, Medicare Supplement and Medicare Part D. Tim also has experience launching non-Medicare plans and products, service area expansion and market assessment, as well as expertise in overall business development.
Tim graduated from the University of Wisconsin-Madison with a Bachelor of Arts in international relations and political science.
Lance Hoeltke is a Managing Partner of Plan Advisors and a Managing Partner at Integrity Marketing Group.
A seasoned business leader in marketing and sales with a highly successful career in the health insurance industry, Lance has more than 20 years of experience in strategic planning. He served as VP of Medicare Distribution for a leading carrier, overseeing their brokerage, strategic and group Medicare channels.
Lance previously ran his own agency, which has since been integrated into the Plan Advisors organization. Since 2016, he has led Plan Advisors from their Louisville, Kentucky office.
Lance received a Bachelor of Arts in marketing and a Master of Business Administration from the University of South Florida. Lance and his wife, Kisa, reside in Louisville, Kentucky, and have three children — Maya, Milton and Tyson.
Carlos Rivera is Founder and a Managing Partner of Plan Advisors and a Managing Partner at Integrity Marketing Group. With 18 years of experience in sales, management and strategic leadership for the health insurance industry, Carlos currently leads Plan Advisors out of their Miami, Florida office.
Previously, Carlos served in sales director and sales leader roles for several leading health insurance carriers, specializing in the dynamics of Florida markets, particularly the Medicare and ACA markets in South Florida. Plan Advisors currently provides Medicare distribution for one of Florida’s largest medical provider groups.
Carlos received a Bachelor of Arts in environmental science from Rollins College. He and his wife, Sommer, reside in Fort Lauderdale, Florida with their two children, Xavier and Milania.
Paul Roberts is CEO of Roberts Alliance and a Managing Partner at Integrity Marketing Group.
Paul has been working in the life insurance industry since 2005, after transitioning from being a high-level physician recruiter. Paul has strategically built a strong agency based in Dallas, Texas, with a methodical focus on recruiting the best agents and supporting their growth.
Roberts Alliance is truly a family affair. Paul works closely in the business with his wife, Tamara, and their two daughters, Randi and Torre — which has caused their family business to thrive. They support each other and help the team grow in ways that wouldn’t be possible if they weren’t working as a team.
Paul is an avid runner and runs ultramarathons, loves jogging with his trusted dogs and loves listening to heavy metal music for motivation. He also enjoys the roar of engines at NASCAR races.
John Kight is Founder and CEO of The Cornerstone Group and a Managing Partner at Integrity Marketing Group.
When faced with the tall task of restarting his career, John relied on his long-time relationship and trust with industry leader, Barry Clarkson. Joining Equis Financial, an Integrity partner, proved to be a wise choice as it was the catalyst for building his own agency that has grown and protects thousands of lives.
John’s dream is to use the incredible platform at Integrity to assist goal-driven agents and employees who would do anything to look in the mirror and see someone who is making a difference in the world!
John lives in Wake Forest, North Carolina, with his wife, Kim, who is also a Founder of The Cornerstone Group and his biggest supporter. Together, they are the proud parents of Emily Claire, John Kight II and their new pup, Gracie Belle.
Eric Anthony, Sr. is President of Anthony Insurance Agency and a Managing Partner of Integrity Marketing Group.
After spending more than 20 years working 80 hours a week in retail management, Eric decided to change his career path and founded Anthony Insurance Agency. What drew him to the industry was the alignment of culture and values, the immense opportunity for growth and the ability to invest in his future. He wanted to see his hard work directly benefit the growth and success of his own business.
Eric continues to work very hard, but now his efforts improve the lives of the people he serves and agents he supports. He is committed to helping others see their ability to thrive in the business the way his mentor, Integrity Partner Shawn Meaike, did for him.
Eric attended Eastern Connecticut State University where he played baseball and studied business management. He now leads his nationwide agency from Boca Raton, Florida.
Jerrod Ewing is CEO of PSI Groups and a Managing Partner of Integrity Marketing Group.
Jerrod found his way into the insurance industry in 2009. He wanted a career that allowed him to control his own schedule and give him the opportunity to help people create their own path and longevity. Over time, Jerrod’s passion for being an entrepreneur grew stronger. He founded PSI Groups with a goal of giving others that same opportunity to control their own lives.
Through consistent hard work and with the mentorship of Barry Clarkson, an Integrity Managing Partner, PSI Groups has experienced rapid and substantial growth. Having the opportunity to work alongside Barry, Jerrod has been able to gain knowledge, leadership skills and relationships — and succeed in this industry.
To Jerrod, being an Integrity Partner means the ability to network, connect and build relationships with other partners. He is looking forward to the future with Integrity.
Jerrod resides in Celebration, Florida, and is the proud father of his daughter, Ariel.
Graham Miller is the President of ASPECT Management and a Managing Partner of Integrity Marketing Group.
A native of Australia, Graham began his career as a software developer working for an insurance company. He was sent to the U.S. to design an IT solution for the Australian insurance market. While in America, he met and married his wife, Ava. They moved to London, England, where Graham was hired to design, develop and project lead IT solutions for insurance companies based in Austria, Norway, the U.K. and his hometown of Sydney, Australia. Graham went on to work as a project director and as a sales and marketing leader, where his main customer was Australia’s largest government retirement company.
In 2003, Graham moved to the U.S. and, with his wife, started ASPECT Management. They have built a unique organization that is both small and successful, in large part due to his and Ava’s technology and insurance backgrounds. Their expertise allowed them to build a successful, streamlined organization that is respected throughout the industry.
Graham and Ava are active supporters of the University of South Carolina’s diving, swimming and equestrian teams. They also regularly engage in a wide variety of activities, including springboard and platform diving, swimming, horseback riding, snow skiing, sailing, scuba diving, surfing, tennis and golf.
Ava Miller is the Vice President of ASPECT Management and a Managing Partner of Integrity Marketing Group.
Ava started her career as a software developer for the largest insurance software company in the world, whose home office was outside of Columbia, South Carolina. This gave her the opportunity to work not only in the U.S., but also Austria, Norway, the U.K. and Australia, where she eventually moved.
In 2003, Ava moved back to the U.S. and started ASPECT Management with her husband, Graham. In the early years, one would be on the road selling while the other worked to build the company. Together, they have utilized their technology and insurance experience to build a successful, streamlined organization.
Both Ava and Graham are very active with the University of South Carolina’s diving, swimming and equestrian teams. In their free time, they springboard and platform dive, swim, ride horses, snow ski, sail, scuba dive and surf, as well as play tennis and golf.
Nick Theodore is CEO of Theodore Group and a Managing Partner of Integrity Marketing Group.
Prior to joining the insurance industry, Nick and his wife, Cindi, owned and operated a hardwood floor company and invested in real estate. In 2009, while purchasing life insurance, they were introduced to opportunities within the insurance industry. Nick and Cindi saw the potential and immediately began building their business. Knowing they wanted to work smarter, they asked every successful manager they met what their biggest regret was. All of them said it was not growing and scaling fast enough.
Nick and Cindi built their business around those insights, quickly becoming recognized and respected leaders in the industry. Now, Nick is particularly excited to partner with other leaders from the Integrity platform and experience the “Integrity Effect” of accelerated, explosive growth.
Nick and Cindi currently reside in Kissimmee, Florida, with additional homes in Ohio and Michigan. They love living each day to the fullest and spending time with their daughter, son and daughter-in-law who are also active in Theodore Group.
Cindi Theodore is COO of Theodore Group and a Managing Partner of Integrity Marketing Group.
Before starting Theodore Group, Cindi and her husband, Nick, owned and operated a hardwood floor company and invested in real estate. They decided to join the insurance industry after seeing the potential for growth it offered while purchasing their own life insurance. In starting Theodore Group, Cindi and Nick had the goal of working smarter. When they asked successful insurance managers what their biggest regret was, all of them said it was not growing and scaling their business fast enough.
Cindi and Nick used those insights as a growth catalyst for their business, quickly becoming recognized and respected industry leaders. Now, as an Integrity partner, Cindi is especially thrilled to have access to Integrity’s best-in-class resources and use them to accelerate Theodore Group’s next phase of explosive growth.
Cindi and Nick currently reside in Kissimmee, Florida, with additional homes in Ohio and Michigan. They love living each day to the fullest and spending time with their daughter, son and daughter-in-law who are also active in Theodore Group.
Dustin Alipour is CEO of Carolina Senior Marketing and a Managing Partner of Integrity Marketing Group.
Innovation and creativity have been core to Carolina Senior Marketing’s vision since it was founded in 2008. At the time, Dustin was working as a financial advisor for the independent brokerage firm he and his father-in-law had started. From there, the door of opportunity opened for Dustin to pioneer a new kind of FMO — one with a boutique approach to helping captive Medicare agents launch their own agencies.
Utilizing his strong background in marketing, Dustin built Carolina Senior Marketing into a full-service insurance marketing FMO known for exceptional service. They offer Medicare Advantage, Medicare Supplement, ACA health insurance and a host of other individual and senior products through a fast-growing network of agents and agencies.
Dustin lives in Cary, North Carolina, with his wife, Katherine, and their four children. Dustin enjoys coaching his kids’ sports teams, traveling and spending weekends on the lake with his family.
Art Leazer is the CEO of The Leazer Group and a Managing Partner at Integrity Marketing Group.
Growing up in North Carolina, Art Leazer learned to embody the value of being a true southern gentleman. His beliefs are deep rooted from generations of Leazers dating back to the late 1800s and are stronger today than ever before. He leads his company by setting the high-water mark for excellence and commitment to cultivating an environment based on his fundamental beliefs. Honesty, integrity and respect are at the heart of The Leazer Group.
While spending his summers growing up along the Carolina Coast, Art acquired his first understanding of the true meaning of hard work and dedication. While mentoring under his father, a former Captain in the U.S. Marine Corps and self-employed business owner, Art learned the power of the entrepreneurial spirit and singular uniqueness of the free enterprise system in America.
Art graduated from the College of William and Mary with a degree in philosophy, politics and economics. Art enjoys spending time with his fiancée, Jacqueline, and his children, Duncan and Cameron.
Michael O’Brien is the President of Michael O’Brien Insurance Agency and a Managing Partner at Integrity Marketing Group.
Michael started in the insurance industry in 1990, at the age of 20. In 2008, Michael started Michael O’Brien Insurance Agency in Mayfield, New York. Michael has enjoyed helping thousands of Americans in his community find the best insurance for their needs and influence their lives in a positive way.
Michael and his team of agents are looking forward to continuing to build relationships with their clients and helping those in their community that need it most. Michael lives in Mayfield, New York and enjoys spending time with his family on their boat.
Gaylan Hendricks is the CEO of Senior Security Benefits and a Managing Partner at Integrity Marketing Group.
In the historically male-dominated insurance industry, Gaylan pioneered her way to the top from her company’s inception in 2001 to sales of over $100 million in 2020. As she has risen in the industry, Gaylan’s philosophy has been to help others, rather than compete against them. She shares her knowledge as a speaker at several large industry events. Additionally, she is considered “Queen of the Bundle” as her platform for coaching others individually, through podcasts and on social media where she has gained thousands of followers. She conducts training in cross-selling insurance products with techniques she coined “30-60-90” and “Spouse in the House.”
Known for her bright personality, Gaylan brings energy and passion into everything she does. Gaylan excels in designing scripts for sales lead generation. She has held her health and life insurance license since 1987 and serves on the advisory councils for several major carriers.
Along with her role as CEO, she believes in giving back to the community. She served as a board member of the American Heart Association for four years. She serves on the executive council for Ronald McDonald House, and supports Hope Fort Worth, Fundamental Legacy and Polished Ministries.
Gaylan has a fierce love of family and enjoys spending time with her husband, Dan, children, grandchildren and her mini Aussiedoodle, Ruby Faith. Whenever she possibly can, Gaylan is on a plane traveling the world and seeing first-hand all that God has created.
Dan Hendricks is President of Senior Security Benefits and a Managing Partner at Integrity Marketing Group.
In 1987, Dan entered into the insurance industry by becoming a licensed agent. He quickly found his love for helping individuals secure the protection they need. Together with his wife, Gaylan, they founded Senior Security Benefits in 2001, with their focus on annuity clients. Dan went on to build the underage brokerage division in 2003, with a transition in 2010 to establish Senior Security Benefit’s first direct-to-consumer division.
Previous to his experience in insurance, Dan served in the U.S. Army from 1971 – 1974, a veteran of the Vietnam War. He has also been active in his community, serving in several volunteer roles, from little league to high school booster club. He currently serves as Chair for the Ronald McDonald House.
When he’s not working, Dan enjoys spending time on his ranch with his wife, Gaylan, their family — and Elvis, their favorite longhorn.
Taylor is the Chief Marketing Officer of Senior Security Benefits and a Managing Partner at Integrity Marketing Group.
Taylor began his insurance career in 2001, not long after he graduated from Southern Methodist University. He spent his first three years in the business helping a college friend build a large captive agency focused on selling Medicare Supplements. It was at this agency that Taylor met Gaylan and Dan Hendricks. Taylor left that agency in 2004 and joined with Gaylan and Dan at Senior Security Benefits.
Prior to 2006, Taylor ran the captive senior market sales force at Senior Security Benefits. After deciding to transition away from the captive business model and into the independent agent space, Taylor has been responsible for growing Senior Security Benefits into one of the largest national distributors of Medicare Supplements, Individual Dental, Critical Illness and Individual Health (under age 65) in the country.
Taylor and Gaylan enjoy designing new insurance products and successfully launching those products to the independent agents, agencies and call centers they support. Taylor and Gaylan specialize in training agents how to cross-sell multiple products to the same client.
Taylor is the proud father of two sons. He enjoys playing golf and spending time with his family and friends.
Ivan Vedrov is the President of Universe Financial Insurance Services, also known as Family First Life Universe, and a Managing Partner at Integrity Marketing Group.
A few years after emigrating to the U.S. from Russia, Ivan was introduced to the insurance industry. He founded Universe Financial Insurance Services in 2018 and the company has experienced meteoric growth from the start. In 2020, his work ethic, coupled with the right attitude, led Ivan to be recognized as the first producer in Family First Life to earn a place in the Hall of Fame as a Personal Producer and as an agency in the same year.
Ivan enjoys going the extra mile for his clients and seeing agents grow in the industry by providing them with the right tools to succeed. He’s also a passionate ice hockey enthusiast who loves spending time with his wife, Maryna, and their two children at their home in Naperville, Illinois.
Brian Garity is CEO of GarityAdvantage and a Managing Partner at Integrity Marketing Group.
Brian grew up in the insurance business. He worked for his father as a life insurance agent while attending the University of Massachusetts, where he studied economics and history. After graduation, he joined the family business and quickly expanded into health insurance brokerage, driving around New England recruiting independent agents. By the mid 90’s, when Brian was promoted to President, they had become one of the largest writers of under-65 medical insurance in New England. Brian then purchased the agency from his father in 2000.
In 2015, seeing the opportunity in Medicare products, Brian pivoted the company to focus on the senior market and quickly became a leading distributor of Medicare Advantage in New England. Joined by his wife, Rachel, and later his brother, Mike, and Tony Vegnani, Brian has led GarityAdvantage to exponential growth over the past 10 years. With employees in 7 states, the company has grown from a regional powerhouse to a national leader in the senior market.
Brian and his family enjoy spending time together on the ski slopes in the winter, on the beach in the summer and walking around Boston in between. They split their time between Boston and Cape Cod, Massachusetts.
Rachel Garity is CFO of GarityAdvantage and a Managing Partner at Integrity Marketing Group.
Born and raised in England, Rachel earned a BA in business and was a chartered management accountant. She started her career in finance and a few years later moved to Boston, Massachusetts.
Rachel brought her finance experience and expertise to GarityAdvantage, joining the family business in 2005. Over the past 15 years at Garity, Rachel’s strong financial acumen has helped lead the business through significant and steady growth.
Rachel is married to Brian Garity, and they have three wonderful children: Elizabeth, Thomas and Victoria. She enjoys spending time with her family and playing tennis. She is also a long-time board member of the nonprofit South End Soccer, an organization that provides youth in Boston with the opportunity to play the game.
Pam Evans is the President of Star Benefit Associates and a Managing Partner at Integrity Marketing Group.
Pam has 35 years in the insurance and healthcare industry. She started her career as a purchasing agent and hospital representative for a wholesale pharmaceutical company before beginning to work at Star Benefit Associates in 1996, a company started in 1987 by Pam’s mother. In 2002, Pam led Star Benefit Associates when they were asked by a local health plan to launch the first Medicare Advantage PPO in the state of Indiana as a pilot program for CMS. Pam trained and managed sales agents, developed and implemented lead programs, trained SHIP offices and provided informational seminars to the public for the new Medicare program.
Pam received her BA from Indiana University and has been invited to speak to businesses, professional groups, universities and other entities on Medicare topics. She was a member of a select “A-Team” sales force for a local health plan, served on various agent advisory boards for a variety of carriers, as well as served on the Annual Caregivers Conference sponsored by The Voice of Aging. Pam is a speaker and committee member for ISAHU’s annual Medicare Summit and she is on the Board of Directors for New Hope of Indiana, a local nonprofit serving the needs of people with disabilities.
Pam loves to hike and is passionate about the outdoors. She enjoys taking hiking trips and spending time with her son, who lives in Indiana, and her daughter, who lives in California.
Jim Berwick is the CEO of Berwick Insurance Group and a Managing Partner at Integrity Marketing Group.
Jim began his insurance career in Life & Annuity sales in 1991. He and his brother, David, started Berwick Insurance Group in 1997. As a full-service brokerage, Berwick Insurance offers all lines of Health, Life and Property & Casualty insurance. A first-generation company, Berwick Insurance Group is a national independent brokerage specializing in the sales and distribution of senior health insurance products.
With over 30 years of experience in the insurance industry, Jim takes a hands-on role in all areas of the business. His expertise extends to creating solutions to decrease costs for agents and clients, as well as maintaining strong relationships with the carriers and industry leaders. Jim also serves on multiple national advisory councils.
Humble roots combined with hard work and the attitude that “there’s always more we can do” has propelled Berwick Insurance to be one of the nation’s most reputable insurance brokers. Berwick Insurance is proud to serve agents and clients in all 50 states. As Arizona natives, Berwick Insurance is also strongly rooted in Tucson and committed to the community. Jim has personally dedicated thousands of hours to philanthropy and believes building a stronger community is a personal responsibility.
David Berwick is the COO of Berwick Insurance Group and a Managing Partner at Integrity Marketing Group.
In 1994, David started in the insurance industry selling Life and Annuity products. He quickly became Top 500 and a Million Dollar Round Table “Quarter of the Table” producer. Three years later, David and his brother, Jim, opened Berwick Insurance Group. As independent brokers, their success quickly grew by adding individual health insurance and Medicare to their portfolio.
David has over 24 years’ experience in the insurance industry, specializing in sales, business management, operations and strategic development. In addition to running a successful business, David is passionate about giving back to the community through philanthropic endeavors. David has personally committed thousands of hours focusing on raising money for various charities and children’s youth organizations.
Todd Stewart is CEO of One Resource Group and a Managing Partner at Integrity Marketing Group.
Since 2002, Todd has worked to build a strong organization that now employs over 85 insurance specialists who focus on life, long-term care, disability, life settlements, estate planning and premium finance. Under Todd’s expert direction, One Resource Group has become one of the nation’s largest privately held brokerage general agencies. The company provides education to over 80,000 licensed advisors who represent 100 of the best insurance companies in the industry.
One Resource Group is a recognized leader in electronic applications and continues to develop industry-leading solutions through multiple technology partnerships. Todd’s commitment to world-class service has further enhanced One Resource Group’s industry leadership position.
Todd holds degrees in marketing, management, psychology, and communication from Indiana University. A 25-year insurance industry veteran, he participates on 15 insurance advisory boards and was nominated for the Ernst & Young’s Entrepreneur of the Year in 2008, finishing runner-up in the Midwest. He was also Leukemia & Lymphoma Society’s Man of the Year in 2007 and continues to support multiple charities in the community.
Todd and his wife, Catrina, are the proud parents of two boys. He enjoys boating, traveling, playing golf and spending quality time with his family.
Dan Oberlin is the Founder and President of Oberlin Marketing and a Managing Partner at Integrity Marketing Group.
Since founding Oberlin Marketing in 1987, Dan has been held in high regard throughout the industry for his faith, character and industry knowledge. His steadfast commitment to strong personal values has helped him support agents’ success in the life and health insurance industry. His ability to connect on a genuine level with professionals helped him obtain success very quickly in group health insurance. As he began to succeed, he taught other agents how to achieve similar results. His circle of influence grew, and so did his opportunities to support agents in many different markets. Oberlin Marketing quickly became one of the region’s top IMOs, gaining a reputation for helping agents find success.
Over the years, Dan has worked to keep his business in line with new opportunities in the industry and product offerings that were most relevant for agent success. Dan helped establish and support several associations over the years, including NAIFA, NAHU and BHINI. The relationships from these associations have been invaluable to his personal and professional growth. Today, Oberlin Marketing is a top-ranking IMO, both regionally and nationally, in MAPD and Medicare Supplement sales, and Dan continues to provide seasoned guidance in an ever-changing marketplace.
Dan graduated from Ball State University with a degree in insurance and finance. For all of his professional achievements, nothing makes him prouder than his family. When he’s not golfing, fishing or mowing, Dan enjoys spending time with his wife, Deb, and their kids and grandkids.
Dustin Oberlin is the Executive Vice President at Oberlin Marketing and a Managing Partner of Integrity Marketing Group.
Dustin has partnered in the growth of the business founded by his father, Dan, since the early 2000s. Oberlin Marketing provides unmatched support to agents in the life and health insurance industry. Dustin played a crucial role in the initial scaling of Oberlin Marketing in the first years of Medicare Advantage, expanding the brokerage’s footprint of agents to many new states and adapting the business to take full advantage of an exciting new product opportunity.
Dustin’s entrepreneurial spirit has led him to start two other businesses in the tech and home construction industry. He brings an unsatiable appetite for business improvement to Oberlin Marketing every day and he looks forward to helping navigate the agency into a new stage of growth.
A 2005 graduate of Ball State University, Dustin is an avid golfer and serial entrepreneur who most enjoys making memories with his wife, Kimberly, and their two boys.
Darin Lucas is President of Aegis Financial and a Managing Partner of Integrity Marketing Group.
As a Co-Founder of Aegis Financial, Darin has helped lead their team of highly motivated individuals to become one of the most sought-after national marketing organizations in the country for retirement planning specialists.
Through his extraordinary leadership, vision, industry experience and business acumen, Darin offers a vast array of insights that help fuel the success of Aegis Financial’s exceptional achievements. He has also served on the board of directors of multiple national insurance associations.
Darin has four children, with the eldest son proudly serving as a United States Marine. Darin and his wife, Holly, enjoy traveling and being with family in their home in Evergreen, Colorado. Darin is also an avid hunter and outdoorsman.
Carl Muehlemeyer is Chief Operating Officer of Aegis Financial and a Managing Partner of Integrity Marketing Group.
Focused on building personal relationships and providing business solutions for producers and advisors, Carl is passionate about helping his clients succeed. As a Co-Founder of Aegis Financial, Carl helped build the company around the idea of serving less agents, but with more individualized attention. This approach has made Aegis Financial one of the most sought-after national marketing organizations in the country.
He married his college sweetheart, Shanin, and they have three sons and one daughter-in-law. Carl enjoys playing guitar, fly fishing and spending time with his family. He currently resides in Golden, Colorado.
Zachary Markham is the Co-President of Fidelis Consultants and a Managing Partner at Integrity Marketing Group.
At the age of 22, Zachary started Fidelis Consultants in 2013 and quickly set about building an innovative and influential agency focused on Medicare, individual health and ancillary products. Zachary loves the thrill of growing his business. His strong work ethic and competitive nature has helped Fidelis Consultants flourish throughout the Southwest, with plans for additional growth and expansion.
Zachary lives in Gilbert, Arizona, with his wife and five children. They love to spend their summers in Kenai, Alaska, where Zachary owns a commercial fishing business.
Adam Brisolara is the Co-President of Fidelis Consultants and a Managing Partner at Integrity Marketing Group.
Adam started with Fidelis Consultants in 2013 and focuses on training and sales throughout the agency. Adam’s deep and steadfast passion for helping others succeed has led him to build a strong agent and client model. That system and approach has helped Fidelis quickly expand throughout the Southwest by specializing in Medicare, individual health and ancillary products.
Growing up in Metairie, Louisiana, Adam believes his southern roots helped shape his love for serving others. When he’s not working, Adam enjoys spending time with his wife, Kristy, and their four daughters. He also enjoys competing in IRONMAN races.
Jared Faltys is a Co-CEO of WealthFirm and a Managing Partner at Integrity Marketing Group.
After graduating from Nebraska Wesleyan University, Jared joined WealthFirm as a CPA in 1994 and has been an investment advisor for over 19 years.
He has earned professional designations in the investment field as a Personal Financial Specialist (PFS), through the American Institute of Certified Public Accountants (AICPA), and as a Certified Plan Fiduciary Advisor (CPFA) which is earned through the National Association of Plan Advisors (NAPA). These designations include a focus on the expertise required of advisors to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. Jared’s areas of expertise include financial planning, wealth management and investment consulting. Jared has also served as a finance subject matter expert and speaker for numerous national conferences.
Jared was born and raised in Northeast Nebraska and over the years has formed many strong bonds within his community. He has a passion for supporting and educating community members of all ages.
When Jared is not busy helping clients, he enjoys spending time with his wife, Julie, and their four children.
Nancy Brozek is a Co-CEO of WealthFirm and a Managing Partner at Integrity Marketing Group.
After graduating from the University of Nebraska–Lincoln, Nancy joined WealthFirm as a CPA in 1987 and has been an investment advisor for over 19 years. Nancy’s dedication to helping her long-term clients achieve financial success has become a standard her clients and coworkers have come to expect.
She has earned her Personal Financial Specialist (PFS) designation through the American Institute of Certified Public Accountants (AICPA), which relates to various topics such as financial planning for organizations, investment management and risk analysis. Nancy’s areas of expertise include financial planning and business consulting, as well as tax planning and preparation.
When Nancy is not in the office, she enjoys spending time with her husband, Kelven, and their three children and four grandchildren.
Kurt Reichley is President of Brokerage 1 Agency and a Managing Partner of Integrity Marketing Group.
Kurt began his insurance career in 1982 in Cleveland, Ohio. He started out selling individual life insurance policies. After a couple of years, he began marketing small group health plans through agents in the Ohio market, then as a Regional Sales Manager in Kansas City, Missouri.
Kurt joined Brokerage 1 Agency in 1990 and then purchased the agency in 1992. At that time, he concentrated on marketing individual health insurance through agents in Ohio. In 2005, the agency turned their focus to marketing Medicare Advantage and Medicare Supplements, senior life and ancillary products. Kurt has continued to grow the business beyond Ohio through independent agents located across 30 states. Kurt appreciates the many good and loyal agents he’s worked with throughout his career.
Kurt lives with his wife, Connie, in Medina, Ohio. He loves spending time with Connie, his two stepdaughters, Lynn and Lori, and their families at their lake home in the Branson, Missouri, area. He also enjoys golfing and fishing.
Derek Barnes is President of D&D Insurance and a Managing Partner at Integrity Marketing Group.
After working various jobs in multiple industries, Derek received his insurance license in 2004 and opened D&D Insurance with his wife, Denise, in 2005. Derek learned the insurance industry as he went. He focused on exclusively selling Medicare products the first few years. However, he wanted to be able to better serve both his clients’ individual and business insurance needs, so he expanded their product offerings.
Derek has been married to Denise for 23 years and he enjoys spending time with his four children and five grandchildren. Derek has been sober since 1987 and thanks God for all his joy and success.
Denise Barnes is Vice President of D&D Insurance and a Managing Partner at Integrity Marketing Group.
After working as a paraeducator, Denise joined her husband, Derek, to open D&D Insurance in 2005. Without any prior industry experience, both Denise and Derek learned as they went. By focusing on doing what was best for the client and establishing strong relationships, they were able to experience impressive growth of D&D Insurance.
Denise is no stranger to hard work. She helped build the family home in 2001 and brings her work ethic and love of family to D&D Insurance, their employees, agents and clients. Denise and Derek enjoy hiking a variety of trails in the Pacific Northwest as well as traveling and playing in pickleball tournaments around the U.S. and Canada.
Chris Shields is President of Shields Brokerage and a Managing Partner at Integrity Marketing Group.
In 1981, Shields Brokerage was founded in New Hampshire by Chris’ mother, Joe Anne Shields. Chris then followed in his mother’s footsteps by joining her successful agency in the early ‘90s.
When the under-65 health market had significant changes in the late ’90s, Shields Brokerage pivoted and re-engaged with the brokers as a resource for Medicare supplements, long-term care, annuities and benefit plans. In addition, they added life insurance to the brokerage in 2005.
Shields Brokerage still uses the basic principles that Joe Anne instilled when she founded the agency. The staff goes out of their way to make brokers successful and support them in their sales. By offering multiple lines of business, the team will make every effort to help the Medicare broker who may need a buy/sell for their best client or the life broker who needs to navigate a complicated LTC sale. One call puts them in touch with a team they trust.
Chris and his son, who is an Eagle Scout, volunteer with the Boy Scouts of America and help with several of the committees to support the local Scouting efforts. As a recent PADI-certified diver, Chris enjoys travels above and below the water, seeking new adventures with his family, and loves to explore the beauty of New Hampshire in his Jeep.
Shannon Nelson is the President and CEO of Modern District Financial and a Managing Partner at Integrity Marketing Group.
Shannon founded Modern District Financial in 2011 in Traverse City, Michigan. Shannon has 28 years of experience in the insurance and financial service industry. His expertise has helped him successfully grow Modern District Financial into one of the leading independent insurance and financial services firms in Michigan. Shannon has focused on training agents to have a passion for service, excellence and efficiency as they work to deliver personalized insurance and retirement solutions to their clients.
Originally from Jacksonville, Florida, Shannon currently resides in Traverse City, Michigan, with his wife, Adanna, and their daughter, Meadow.
Jennifer Jackson is the CEO of Community Connections and a Managing Partner at Integrity Marketing Group.
Jennifer founded Community Connections in Southeastern Kentucky in 2016 to serve the needs of the area’s underserved and vulnerable population. Over the past five years, Community Connections has outgrown three brick-and-mortar locations due to fast growth and expansion. Jennifer is licensed and certified for Medicare, Medicaid and ACA. She is also a Certified Patient Advocate for the Kentucky Prescription Program. Jennifer has received numerous awards from top insurance carriers and was recently named a Kentucky Colonel by the Governor of Kentucky.
Jennifer has two master’s degrees — one in education and the other in healthcare administration. She lives in Manchester, Kentucky, with her husband, Paul, and son, Matthew. She also has two daughters, Whitney and Victoria. In her free time, Jennifer enjoys spending time with her two grandchildren and hunting, fishing, gardening and growing flowers.
Sunny Rubin is the President of Golden Years Design Benefits and a Managing Partner at Integrity Marketing Group.
In 1990, after the death of her husband, Sunny took a job working for an insurance company. Her goal was to find a career that allowed her to support her family financially as well as give her flexibility to take care of her two sons. Sunny quickly fell in love with the insurance industry. She received her license and started Golden Years Design Benefits with a strong commitment to help her clients and agents. Sunny treats her employees like family and believes that’s been one of the key reasons her company has been so successful. She’s also passionate about creating an office space that adds a bit of magic to the agency.
Sunny always finds a way to shine and add sparkle to her work and personal life. In her free time, she enjoys spending time with her son, Devin, and his family. She encourages visitors to stop by and say hello – especially if they like strawberries, red licorice or Pepperidge Farm Milano dark chocolate cookies.
Devin Rubin is the Managing Director of Golden Years Design Benefits and a Managing Partner at Integrity Marketing Group.
Prior to joining the Golden Years Design Benefits team, Devin enjoyed a successful 15-year career in the pharmaceutical industry working for multiple reputable companies. He held roles of increasing responsibility, ultimately becoming responsible for a sales team that covered half of the United States. In 2016, Devin was looking for a new career opportunity. After a trip to South Africa with his family and mother, Sunny, he decided to leave the pharmaceutical industry for the insurance industry. Working together with his mom, Devin has helped accelerate the growth of Golden Years Design Benefits.
Devin lives in New Jersey with his wife, Dawn, and son, Jack. In his spare time, Devin enjoys coaching his son’s hockey team. Devin’s collegiate hockey experience, winning spirit and determination have helped make him a great coach. He applies that same drive and commitment to serving the clients and agents that work with Golden Years Design Benefits.
Charles “Bubba” DuBose is the President of DuBose Senior Insurance Marketing and a Managing Partner at Integrity Marketing Group.
DuBose Insurance was founded by Bubba’s father in 1958. After attending the University of South Carolina, Bubba started working with his father at DuBose Insurance in 1983. He’s been helping the company achieve new heights ever since. Dubose Insurance specializes in life and health products, especially in the senior market. Over Bubba’s distinguished career, he has served on numerous field advisory councils and assisted carriers in developing products.
Bubba is proud to have served agents and the senior market in his community for almost 40 years and is honored to be an Integrity partner. In his spare time, Bubba enjoys golfing, boating, hunting, fishing, skiing and cheering on his favorite football teams. Bubba resides in South Carolina with his wife, Esther, and enjoys spending time with his three children and granddaughter whenever possible.
Alex “Fitz” Fitzgerald is the CEO of The Fitz Group and a Managing Partner at Integrity Marketing Group.
After only six weeks of selling as an agent in his home state of North Carolina, Fitz and his wife, Heather, relocated to Dallas, Texas, to build an insurance agency when he was only 23 years old. Since that time, The Fitz Group has produced over $340 million in annualized life insurance premium and planted multiple sites of profitable agencies in the Dallas area and across the U.S.
Fitz focuses his passion on educating others about the importance of having a business ownership mentality. He is an avid reader who teaches success principles and delivers content in a witty and relatable way. His example of overcoming debt and other challenges to find success in the life insurance industry has inspired many others to believe they too can be successful.
Fitz graduated from the University of North Carolina at Chapel Hill in 1998 with a bachelor’s degree in psychology and a minor in religious studies. In addition to leading The Fitz Group, Fitz serves as a Senior Board Member at The Alliance. He resides in Dallas, Texas, with his wife and their three children.
Bill McCloskey is the President of Stateline Senior Services and a Managing Partner at Integrity Marketing Group.
Bill founded Stateline Senior Services in 2000 and since then, has helped thousands of seniors in Connecticut. Bill’s development of the “Three Pillars of Retirement Planning” has allowed Stateline Senior Services to provide retirees with peace of mind. The agency uses annuities, investments and other insurance products to meet client estate preservation, long-term care, life insurance and retirement planning needs. Stateline Senior Services is dedicated to helping clients protect their wealth, preserve their assets against risks of retirement such as stock market volatility and long-term care, and receive the highest income with the least amount of taxation.
Bill’s deep commitment to the wellbeing of seniors is evident in the many years of service and support he has provided to his community. He has completed a 22-part program of study in financial, physical, emotional and personal issues of aging. This continuing education helps Bill provide relevant and current advice to clients.
Bill graduated from Eastern Connecticut State University with a degree in economics. He and his wife, Wendy, have four children and two grandsons. They enjoy time with their family, traveling, snowmobiling, going to Misquamicut Beach and volunteering for the Macie Grace Foundation.
Domonique Rodgers is the President of Golden State Insurance Agency and a Managing Partner with Integrity Marketing Group.
Domonique started in the insurance industry in 2011 after graduating from North Carolina State University, where he played baseball on scholarship. When his dreams of playing professionally were derailed, he started Golden State Insurance Agency with the goal of helping as many families as possible. That service-first mentality combined with hard work and dedication has led to steady growth. Today, Golden State Insurance Agency is an influential leader focused on delivering life insurance and fixed annuity solutions for Americans.
Domonique currently resides in Vista, California, with his wife, Erika, and their two children, Cameron and Zola. In his free time, Domonique enjoys skateboarding, playing catch with his son and spending as much time as he can with his family.
Debbie Hannam is President and Partner of Brokers Clearing House and a Managing Partner at Integrity Marketing Group.
Debbie began her career with a Des Moines domiciled life insurance carrier working in a sales capacity. With more than 36 years of experience working directly with financial advisors and their clients, her Midwest values and passion for finding the right solutions for clients has never wavered and influences her leadership philosophies.
Along with Debbie’s experience in the insurance industry, her professional interests include participation with the local Iowa FPA organization (past president), NAILBA (board member and Charitable Committee), NAIFA (member), Women in Financial Services, National Association of Women Business Owners, Life Brokerage Technology (committee chair), SOTV (member) and DSM Oak Leafs (Board of Directors past president). Additionally, Debbie serves on various insurance carrier advisory boards.
Dan Allison is Managing Partner of Brokers Clearing House and a Managing Partner at Integrity Marketing Group.
For more than 20 years, Dan has consulted some of the most successful financial firms in the world through his work with the company he founded, Feedback Marketing Group. In this role, Dan obtained a unique perspective which helped him grow Brokers Clearing House’s business by utilizing the knowledge and wisdom gained from “looking under the hood” of so many other firms.
Dan is a renowned speaker who uses his background in clinical psychology to help clients understand and solve the challenges that so many advisors and Americans have when it comes to managing the risks taken every day.
Greg Saul is President of PIPAC (Professional Insurance Planners and Consultants) Health & Life Insurance Brokerage and a Managing Partner at Integrity Marketing Group.
Together with his wife LeaAnn, Greg incorporated PIPAC in 1981 in Cedar Falls, Iowa. Greg spent several years cold-calling on farmers to sell cancer, accident and major medical policies. He became a pro at field underwriting many health conditions. Often, the local agent who had a family’s account could only offer health insurance to one of the spouses due to the other’s health conditions, which resulted in losing both accounts. Greg realized that he could better serve his clients’ needs by helping local independent agents find the right health insurance for their clients and PIPAC was established. Over the years, the company has expanded to become a strong and influential leader in the Midwest.
Greg and LeaAnn have four married children and 15 grandchildren and love spending time with family and friends. Greg also has a passion for classic cars and enjoys attending car shows.
LeaAnn Saul is Vice President of PIPAC (Professional Insurance Planners and Consultants) Health & Life Insurance Brokerage and a Managing Partner at Integrity Marketing Group.
LeaAnn and her husband Greg founded PIPAC in 1981 in Cedar Falls, Iowa. She is dedicated to developing business strategy for the company, as well as directing all marketing, operations and creative efforts. Part of LeaAnn’s passion is to instill “Positively Outrageous Service” in the company’s culture. Her entrepreneurial spirit and leadership developed at an early age while working on the family farm and at her father’s manufacturing company. LeaAnn is very involved in the community and loves creating exciting events for others to enjoy. She is especially proud of establishing Holiday Hoopla — a month-long event of festivities for families and children in the heart of Cedar Falls.
LeaAnn and Greg have four married children and 15 grandchildren and love spending time with each of them.
Michael J. Rose, Sr., is the Founder and CEO of The Diversified Companies and a Managing Partner at Integrity.
Michael has served on various boards in an executive capacity, including the National Association of Health Underwriters and the Essex/Passaic Metropolitan Chapter of The American Red Cross. He is the recipient of many National Sales Awards and is the holder of the Distinguished Service Award.
Michael is a respected public speaker and writer on both life and health issues, as well as leadership, sales training, and motivational seminars. He has been trained in part by Tony Robbins and his Mastery University programs.
A native of Bridgeport, Connecticut, Michael has lived in New Jersey all his adult life and now resides in Jupiter, Florida. Michael has four children — three sons who are his business partners, and a daughter who is a schoolteacher in Newark, New Jersey. He enjoys work, boating, golf, traveling, entertaining and spending time with his 13 grandchildren.
Anthony M. Rose is President and CFO of The Diversified Companies and a Managing Partner at Integrity.
Anthony started in the insurance business in 1992, after being recruited by his father to become a final expense field agent. After recruiting, managing and training other field agents, Anthony realized that he enjoyed making a difference in the lives of people who had not previously seen success in the insurance industry.
In 2004, Diversified spun off an additional company called Senior Financial Solutions, to venture into the new Medicare Advantage space. As a result, Diversified experienced a whole new way of positively impacting lives, as they grew to become one of the largest distributors of Medicare Advantage products in the country.
Anthony has worked in many different roles to help grow Diversified to have a national presence. He is very excited to be a part of the growing Integrity family, and is looking forward to continued success with his father, brothers and all the Diversified family.
Anthony was born and raised in Belleville, New Jersey, and received a bachelor’s degree from Seton Hall University. He currently resides in Basking Ridge, New Jersey, with his wife, Jennifer, and their three children.
Michael J. Rose, Jr., is the CMO of The Diversified Companies and a Managing Partner of Integrity.
In 2004, after receiving his graduate and undergraduate degrees in biblical studies and philosophy from Seton Hall University, Michael chose to pursue a lifelong career serving alongside his family at Diversified Companies. He has never looked back.
Michael holds life, health, property and casualty insurance licenses, as well as real estate and mortgage licenses. Having worked in sales from a young age, he has strived to live out Diversified Companies’ commitment to partnership, family, integrity, loyalty and excellence. Michael and his team focus on recruiting, hiring and training salespeople; obtaining and distributing the highest quality leads to the Diversified family of agents; providing the most efficient and innovative technology available; and following through with all the promises Diversified has made to each of its partners.
Michael is thankful for the gift of his high school sweetheart and wife, Faith, and their seven children. Together, they are heavily involved in their community. As a Managing Partner of Integrity, Michael is excited to continue to positively impact the lives of Diversified Companies’ associates, employees and clients.
Dan Rose is the COO of The Diversified Companies and Managing Partner at Integrity.
Dan attended Seton Hall University where he earned a Bachelor of Arts degree in public relations. During his collegiate years, he held the position of Manager for Seton Hall Men’s Basketball and developed a deep passion for coaching, recruitment and talent development.
In 2010, Dan decided to pursue a career in insurance and benefits by joining his father and two brothers in the family business. He found a need for workforce development within the business where he could apply his experience and passion toward talent cultivation.
What excites Dan the most about the partnership with Integrity is the opportunity to be surrounded by the industry’s most impactful leaders and their wealth of knowledge. He looks forward to welcoming new sales agents into the industry by leveraging Integrity’s insights and resources, while continuing to provide inspired, personalized mentorship and leadership.
Dan is a proud resident of the historic town of Morristown, New Jersey. When not working, he enjoys golf, traveling and coaching boy’s youth basketball.
Eric Schmidt is the President of Schmidt Insurance Services and a Managing Partner at Integrity.
After working in the automotive business for 23 years, Eric wanted a change. He began his career in the insurance industry, then began building his agency in 2018. Schmidt Insurance Services focuses on mortgage protection insurance, final expense life insurance and retirement planning through fixed annuities. Eric’s goal is to teach agents how to be successful in the industry and provide for their families.
Eric graduated from the University of Connecticut with a degree in human development. He enjoys spending time with his wife, Carrie, and their three children, Evan, Grace and Sarah. Eric and his family reside in Ellington, Connecticut, and they are very active in their church and athletic community.
Frank is President of Maryland Life Insurance Services and a Managing Partner at Integrity.
Frank has played a critical role in the growth of Maryland Life Insurance Services since its inception in 2013. Frank is passionate about helping agents become successful and helping them shorten the learning curve with great training. He believes that to be successful in this business, you need to connect with people by truly listening to them and providing them the coverage that will best serve them. Frank sincerely believes that working in insurance brings a great responsibility to ensure that the clients not only understand the product they have, but can afford it.
For the past 15 years, Frank has been coaching youth football. He believes in the importance of teaching his players that hard work and teamwork are two qualities that not only impact the outcome of a football game, but are essential to becoming successful later in life. Frank also spends time volunteering and raising money for Sandy Bay Lighthouse Ministry, an orphanage in Roatan, Honduras. Frank currently resides in Bel Air, Maryland, with his wife, Jaime, and children.
Rick Kisser is the Chief Executive Officer of AIP Marketing Alliance and a Managing Partner at Integrity.
Rick’s primary role at AIP Marketing Alliance is to keep the business running at full capacity. In addition to recruiting new members from across the country, Rick works closely with current members and helps them grow their business and be successful. Rick holds a B.S. in mechanical engineering from GMI Engineering and Management Institute. He obtained his CFP and CLU designations through the American College of Pennsylvania.
Rick resides in the suburbs of Detroit and enjoys spending time with his family at their vacation home in Colorado.
Kym Kisser is the Chief Financial Officer of AIP Marketing Alliance and a Managing Partner at Integrity.
Kym wears many hats at AIP Marketing Alliance. As CFO, her main function is managing the accounting operations of the company, including ensuring that commission checks are cut and sent on time. Kym is considered the go-to person for all questions and keeps the office running smoothly. She is responsible for many of the company’s operational functions and is known for keeping others on-task and on-time.
Kym lives in the suburbs of Detroit with her family and she loves spending time outside when the weather is warm.
Bob Carter is the Founder and CEO of Lion Street and a Managing Partner at Integrity.
Bob draws on 35 years of success, from building his own life insurance practice to creating one of the industry’s largest life insurance distribution companies. In 1976, Bob developed a significant insurance and benefits practice in Austin, Texas. He co-founded Partners Financial in 1987, and in 1999 was one of the three founders of National Financial Partners, which went public on the New York Stock Exchange in 2003.
Bob served as an AALU Board member and President. He has served on the Board of Forum 400 and is on the Board of Trustees for Howard Payne University. Bob also serves on Lion Street’s Board of Directors.
Jim Cahill serves as President of Lion Street and as a Managing Partner at Integrity.
Jim is responsible for the finance, accounting, wealth management, investor relations, technology and legal functions of the company. He conceptualizes, builds and executes strategies that maximize scale, efficiencies and profitability across all enterprise functions.
Jim brings three decades of leadership experience to Lion Street, previously serving as a founder and in executive roles with venture-backed companies. Jim holds a Juris Doctorate degree and a BBA in finance from the University of Mississippi, where he graduated with the highest honors.
Mike Roth is President and CEO of Senior Insurance Marketing and a Managing Partner of Integrity.
Mike began his career in 1994 as a leading field agent, selling LTC and Medicare Supplements. He quickly became a top salesperson and was rewarded with top carrier contracts. He opened his own agency, Midwest Health Services, in 2000, selling insurance and recruiting agents. With the help of his wife, Kristi, they opened Senior Insurance Marketing in 2004 where they have recruited over 10,000 agents. They have become a leader in Medicare Supplement and ancillary sales.
Mike enjoys golfing, hunting with his kids and guiding hunts in Kansas with his company, White Rock Outfitters. Mike enjoys talking with people and loves to help with charity events. He also volunteers to raise money for many different charitable organizations. Mike and Kristi are the proud parents of Dominic, Isaiah and Isabelle.
Kristi Roth is Vice President of Senior Insurance Marketing and a Managing Partner of Integrity.
In 2004, Kristi and her husband, Mike, co-founded Senior Insurance Marketing. In the beginning, she assisted with many facets of running the agency. Now Kristi manages the company financing and agency licensing.
Kristi and Mike live just outside of Lincoln, Nebraska, and love spending time with their kids, Dominic, Isaiah and Isabelle. Kristi also enjoys being a track official for the University of Nebraska.
John Osborn is the President of Osborn Insurance Group and a Managing Partner at Integrity.
John prides himself on his ability to share his expertise with independent agents. It includes vital sales experience, marketing strategies, technical advice, legislative updates, stellar support and a commonsense approach to the industry. John began his career with Osborn Insurance Group in 2001, after living and working in Yellowstone National Park. He was attending Missouri State University when his father asked him to work as an administrator at the office.
Once he was licensed and began helping clients find solutions to their insurance needs, John realized the industry could offer him a fulfilling career. After a few years in the field, he decided to focus on growing the brokerage by recruiting and supporting agents. He also found a passion for volunteering his time with multiple trade associations. As President of the Missouri Association of Health Underwriters, John worked to secure grant funding and favorable legislation for the industry. He believes it is a privilege to serve in the insurance business and enjoys the daily challenges and opportunities it presents.
During his time off, John enjoys time with his family renovating properties, landscaping, camping, traveling, recreating at the lake and driving his fully restored 1979 Toyota Land Cruiser.
Tony Holland is the CEO of Global Premier Benefits and a Managing Partner of Integrity.
Tony grew up from humble beginnings in the railroad town of Brunswick, Maryland. Shortly after graduating from Johns Hopkins University as a pre-medical student — as he was living out of his van while bartending and waiting tables — Tony was introduced to the insurance industry by a friend. His bold decision to switch careers was soon prosperous when he became a top insurance sales agent for several years. Tony later met his wife, Kathy, in the industry and together they started the Holland Insurance Group, LLC, in 2000, and Global Premier Benefits, LLC, in 2009. Kathy is the CFO of the two companies.
Tony and Kathy have three amazing children. They enjoy living a healthy lifestyle and being active — from avid running, weight training and cross-fit, to disciplined dieting. Tony is passionate about giving back to his community and has spent many years coaching high school and youth football. Both Tony and Kathy are involved in numerous philanthropic endeavors.
John Kulakowski is the CEO of Senior Advisory Insurance Services and a Managing Partner at Integrity.
Prior to starting Senior Advisory Insurance Services, John graduated from Syracuse University in 1992 with a bachelor’s degree in illustration and design. Immediately after graduating, he began working in the accident and health insurance business and quickly became a national leader as an agent and sales manager.
John has extensive experience in providing group health insurance for small and large companies, a firm understanding of network security as it relates to matrix switch and protocol analyzer technology. He is also highly skilled at strategic design, budget negotiations and security network layout plans for middle to large corporations. As a leasing executive for one of the largest privately held mall developers in North America, John helped bring new retailers to the portfolio and was responsible for the preparation, negotiation and the finalization of lease proposals to maximize revenue.
John started Senior Advisory Insurance Services in 2004. He is dedicated to helping seniors and qualified Medicare beneficiaries navigate their Medicare Advantage, Part D and Medicare Supplement plan options. The company is considered one of the leaders in the New York market.
John and his family currently reside in Upstate New York. He enjoys spending time with his wife and three sons on their boat, on vacations and at sporting events.
Michael Wilhelm is a Partner of Trusted Senior Specialists and a Managing Partner at Integrity.
Michael strives to provide eligible Americans with the very best benefits and services Medicare has to offer. Michael’s keen attention to his customers’ needs, up-to-date Medicare trends and changing legislation allow him to offer exceptional insight on how to better serve this growing healthcare market.
Throughout his many years in the senior market, Michael has completed various educational courses on different aspects of healthcare and retirement planning, including the following courses: Ethics for the Insurance Professional, Annuities & Pension Plans, Social Security & Medicare and much more.
Under his vision and leadership, Michael and his trusted team of Medicare experts have won the Better Business Awards every year since 2011. In 2014, 2016 and 2017, they earned the additional distinction of being a Better Business Bureau Pinnacle Award winner.
Melinda Wilhelm is a Partner of Trusted Senior Specialists and a Managing Partner at Integrity.
Melinda is an insurance professional dedicated to putting “People Before Profits.” After receiving her bachelor’s degree from the University of Texas at San Antonio, she worked in outside sales before starting her career in insurance in 2003. Her passion for helping others — especially seniors — quickly led her into the senior market.
Melinda brings her clients the best goods, services and counsel offered by the retirement planning industry — all at no extra cost to the consumer. Melinda’s fundamental belief is that proper Medicare education is accomplished when a complete understanding of client needs and thorough product knowledge are combined with a comprehensive, yet understandable, educational process.
When Melinda isn’t busy with work, she enjoys spending time with family and giving back through missionary work. She is an avid sports fan, cheering on her hometown teams: the Houston Astros and Houston Texans.
John Gavin is the President of J. Gavin Financial Services and a Managing Partner at Integrity.
Prior to joining the insurance industry, John was involved in the financial services business where he spent nearly ten years as a mortgage consultant. The decision to transition his career to the insurance industry was sparked after John experienced death in his family and wanted to help other families during difficult times.
John became a licensed insurance agent in 2012, quickly becoming one of the top producers in the agency. He then decided to start his own company where he could continue to serve more Americans with their insurance needs.
John is motivated by his love for his family and enjoys spending time with his fiancée and their four kids. In his free time, John is heavily invested in coaching and mentors his two daughters in softball.
Jim Helbig is the President of J. Helbig and Company and a Managing Partner at Integrity.
In 1984, Jim began his career in insurance after his brother, Tom, introduced him to the business. He started working with federal employees, helping them with their health and wealth planning needs. Jim and his brother soon founded their own agency in Chicago, Illinois, working with the military personnel at Great Lakes Naval Base. Jim returned to his hometown, St. Louis, Missouri, and has continued working in the federal employee sector throughout his career.
When Jim started J. Helbig and Company, he focused on working with agents who specialized in understanding federal employee benefits. He believes this is one of the reasons his company is so successful today. Jim was joined by his son, Brandon, in 2018 and looks forward to growing the business together.
Jim resides in St. Louis, Missouri, with his son. Both Jim and Brandon enjoy spending time in nature and visiting their home in the Ozarks whenever they can get away.
Al Foschini is President of The Foschini Group and Managing Partner at Integrity.
Al started in the insurance industry as a 22-year-old young man driven to make a difference and has worked in the insurance and financial industry ever since. He thrives on improving people’s lives by helping to provide peace of mind that they are financially secure. He also enjoys working with elder care attorneys to help individuals become qualified for Medicaid, so they can get the care they need.
Al founded The Foschini Group in 2008 and presently leads and assists licensed representatives, registered investment advisors and certified financial planners. He and his team at The Foschini Group believe they can add value to everyone’s pre-retirement and retirement situation. They thrive on creating relationships that last for generations.
Al lives in Avon, Connecticut, with his wife, Maggie, two children, Sophia and Evan — and their two English Springer Spaniels, Bella and Luna.
Blair Farwell is the President of Resource Brokerage, LLC, and a Managing Partner at Integrity.
Blair joined Resource Brokerage in 1999 and has helped make Resource Brokerage a respected group benefits leader in the Midwest. In his role, Blair regularly provides consulting to insurance carriers’ home offices on industry trends, product creation and systems development. He also provides services to licensed insurance agents on the nuances of carrier contracts and product positioning in the marketplace.
Blair attained his Registered Health Underwriter and Registered Employee Benefits Consultant designations through The American College. He has also completed a number of insurance-related classes through The Wharton School of the University of Pennsylvania.
As an approved educator by the Illinois Department of Insurance, Blair develops and presents continuing education curriculum to hundreds of licensed agents each year throughout the state. He is an accomplished industry writer and subject matter expert, having contributed many articles in nationally circulated insurance-related publications, including A.M. Best, Health Insurance Underwriters and Broker World magazines.
In addition to his extensive insurance background and training, Blair is a graduate of Hope College in Michigan, where he earned a degree in business administration and communications. In his free time, he enjoys volunteering at Feed My Starving Children, cycling, skiing and spending time with his wife and three daughters.
Chris Carothers is the President of Carothers Insurance Agency and a Managing Partner at Integrity.
Chris is a native of Las Vegas and grew up in the insurance industry since both parents were in the business. For 30 years, he has been dedicated to serving and advocating for his community. Carothers Insurance Agency is focused on providing quality care for every client and working with agents to help Americans plan for their current and future insurance needs. Under Chris’s expert leadership, the agency has become a respected and trusted provider of solutions and guidance. That includes offering retail locations where agents and clients can meet in person.
Being a part of the insurance industry aligns perfectly with Chris’s passion for helping others — and he’s just as passionate about helping the industry grow. He is very involved in the State of Nevada Insurance Division where he has served as an advisor. He also served as the President of National Association Health Underwriters (Washington, DC Chamber).
Chris resides in Las Vegas, Nevada, with his wife, Elisa. He enjoys visiting his two daughters and being a dog grandad to their four dogs, as well as escaping to relax at his property in Sunnyside, Nevada.
Steve Gaffney is CEO of Penn Global Marketing and a Managing Partner at Integrity.
Steve’s career in the insurance industry started in Chicago, selling disability income insurance to the self-employed. Very quickly, he learned the importance of the service he was providing to his clients. His steadfast belief in both product and service led to recruiting and training agents to work with him. In 2012, Steve and a group of very committed and experienced leaders and associates started Penn Global Marketing. Today, the company is licensed in 43 states and the District of Columbia.
Steve and his wife, Kathi, reside in St. Louis, Missouri. They have two daughters, Erin and Katey, and five grandchildren. Although work is his primary “hobby,” golf is his game of choice with his favorite courses being Bellerive Country Club and The Club at Mediterra.
Joseph Fortunato is the President of The Health Insurance Place and a Managing Partner at Integrity.
Joe earned his Associate Degree in business in 1971, prior to entering the retail industry. Three years later, he was transferred from Pittsburgh to Johnstown, Pennsylvania to open a new retail location. He then obtained his Life, Health and Annuity License in 1979 and eventually joined the National Association of Health Underwriters, frequently meeting with federal and state representatives to discuss the health insurance industry.
Joe opened The Health Insurance Place in 1979, where the primary focus was on Medicare and supplemental plans, as well as annuity and life insurance policies. He has since added accident, critical illness, disability and worksite products to the company’s portfolio. Healthcare reform led to the creation of retail walk-in centers. Today, the agency provides exceptional support to brokers while catering to health insurance clients seeking group, individual, Medicare and supplemental plans — all in a personalized, caring and thoughtful way.
He lives in Johnstown, Pennsylvania with his wife, Barbara, and enjoys spending time with his grandkids whenever possible.
Ken Shapiro is President of First American Insurance Underwriters and Managing Partner at Integrity.
Ken is a proud native of the Boston area whose extensive knowledge and experience has made him a leader in the insurance industry. He is a published author of featured articles in Life Insurance Selling, Broker World, Life and Health Advisor and many other industry publications. He is a licensed advisor in life, accident and health insurance, and holds a FINRA license in Series 6 and 63. Ken currently sits on carrier advisory boards.
As a dedicated supporter of various educational and charitable organizations, Ken and his family are actively involved in the National Brain Tumor Society and he has served as a former member of the Board of Trustees at Cushing Academy in Ashburnham, Massachusetts. Ken is a graduate of Northeastern University, where he received a Bachelor of Science in Business Administration and Entrepreneurship.
Ken and his wife have three children. They enjoy spending time traveling as a family. During the winter months, Ken and his family are often skiing Stratton Mountain in Vermont.
Allan Gersten is Chairman and CEO of First American Insurance Underwriters and Managing Partner at Integrity.
Allan is a recognized leader in the insurance industry and has been one of the most highly demanded seminar speakers for top-level producers. He is the author of several articles that have been featured within industry publications: Life Insurance Selling, Broker World, Life and Health Advisor, Insurance & Financial Advisor, PIA (NY, NJ, CT and WI), NAILBA Now, Insurance Marketing, Agent’s Sales Journal, Insurance Newsnet, Insurance Advocate, and California Broker.
With his extensive experience, Allan advises in many industry leadership roles, including as a board member of Insurance Designers of America (IDA) from 2013 – 2016. He is a certified CLU, ChFC and CFP, with expertise in estate planning, business insurance, tax strategies and retirement planning. Allan received his Bachelor of Science in Business Administration with a major in finance from Duquesne University.
Allan and his wife have two daughters and five grandchildren. They enjoy spending quality time with their family at Cape Cod Bay in Massachusetts doing various boating activities such as fishing, lobster diving and whale watching.
Jerry A. Manning is the Founder and President of J. Manning & Associates and Managing Partner at Integrity.
Prior to founding J. Manning & Associates, one of the largest producers of long-term care insurance in the industry, Jerry served as Vice President of Long-Term Care for a division of a prominent insurance broker. He also worked as a wholesaler for a national employee benefits carrier writing group disability, dental and life insurance.
Jerry has spent over a decade helping clients design and implement customized insurance programs in the employee and executive benefits markets. That specialized expertise has made him highly sought after as an author and speaker for organizations such as the Society of Actuaries, the Minnesota State Bar Association, Financial Executives International (FEI), Indiana Health Care Association, National Business Institute and Life Insurance Selling magazine. He also served on the advisory board of the Alzheimer’s Association Corporate Roundtable.
Jerry holds the professional designation of Certified in Long-Term Care (CLTC), and he is a certified continuing education instructor for legal, accounting and insurance professionals. He graduated from Western Illinois University with a bachelor’s degree in communications.
Mark Finken is the President of Western Marketing and a Managing Partner at Integrity.
Mark is responsible for leading the day-to-day operations of Western Marketing. He got into the insurance industry in the early 1980s and quickly became a top producer, selling long-term care and Medicare Supplement policies. After several subsequent years of managing a large captive organization, Mark decided to form an independent brokerage and founded Western Marketing in 1989, starting from the ground up with zero agents.
In the 2000s, Mark helped develop exclusive Medicare Supplement plans for a small fraternal carrier and placed over $150 million of premium over a three-year period, putting Western Marketing squarely on the map. Since then, Western Marketing has cemented its place in the industry, and is now known as one of the more iconic family-run IMOs in the industry, with a strong track record of sustained success.
Mark and his wife have 4 children, all of whom currently help to run and manage Western Marketing. He enjoys traveling, spending time with his grandchildren and attending their sporting events. As an avid baseball and football fan, Mark is a big supporter of the Chicago Cubs and the Nebraska Cornhuskers.
Joshua Mullens is a Partner of J.D. Mullens and a Partner at Integrity.
Joshua began his career in the insurance industry in 1996, and quickly became one of the top-producing final expense agents with multiple carriers. In 2006, he started J.D. Mullens to help service more Americans and later became one of the first Affordable Care Act (ACA) producers in 2013 and 2014. In 2015, he began building a team of successful ACA producers with the help of his son, Dalton, and the agency has continued to hold a top-producing status in the industry.
When Joshua is not working, he enjoys spending time managing his farm and with his family.
Dalton Mullens is the President of J.D. Mullens and a Managing Partner at Integrity.
Dalton was introduced to the insurance business by his father, Joshua Mullens, who started in the industry over 25 years ago. From the age of 18, Dalton began learning the ropes on the Affordable Care Act. From his first year in the industry, he made a name for himself by enrolling more than 1,000 members in health insurance.
Since then, Dalton has changed focus to mentoring and managing a team of high-producing agents. Throughout the years, he has established relationships with multiple carriers and has led J.D. Mullens to become one of the top recognized agencies by Fortune 500 carriers year after year.
When Dalton is not working, he enjoys actively being outdoors with his wife, Scarlett, and their two daughters.
Scott Rumbo is President of Yellowstone Life Insurance Agency and a Managing Partner at Integrity.
Scott began working in insurance and financial protection services after leaving behind a successful corporate career in 2007. He worked part-time for the first few years, but soon embraced the financial protection industry as his passion. After switching to full-time, he began to build an agency with his wife, Kimberly. Scott’s expertise in wireless telecom services, along with Kimberly’s business prowess, helped them build a thriving agency with an innovative virtual platform.
In addition to his successful insurance career, Scott still serves as a consultant in the wireless telecom industry and recently helped advise one the largest wireless mergers in U.S. history. He enjoys working alongside his wife and son, Taylor Rumbo. Scott and Kimberly live in Weatherford, Texas and have four children and four grandchildren.
Kimberly Rumbo is Executive Vice President of Yellowstone Life Insurance Agency and a Managing Partner at Integrity.
In 2007, Kimberly joined the financial services industry as a part-time agent. Before making that move, she had an incredible career as a sales representative and top security advisor for a leading security corporation. After a few years, Kimberly began working full-time on helping her husband, Scott, build their own agency. She has been able to incorporate her strong corporate background and leadership skills to build an award-winning agency with robust virtual capabilities.
Kimberly plays a vital role ensuring Yellowstone Life Insurance Agency is always functioning at an optimal level. She enjoys working alongside her husband and son, Taylor Rumbo. Scott and Kimberly live in Weatherford, Texas and have four children and four grandchildren.
Eric Valdez is President of The Valdez Group and a Managing Partner in Integrity.
After college, Eric ventured into sales, sales management and business development. He spent 20 years traveling across the country, eventually becoming a mortgage banker. As the mortgage industry was facing challenges in 2011 – 2012, Eric searched for something that could support his family, allow him freedom to serve and make a difference for others.
Eric was then introduced to the insurance industry by a long-time friend. After speaking with mentors Barry Clarkson, Rob Jones and Bill Martin, he knew he had found a place to grow. Under their leadership and guidance, Eric has been able to build and grow an agency founded on core values such as respect, ownership, relationships, toughness, positive attitude and humility. Eric, his wife Kim and everyone at The Valdez Group take great pride in serving the life insurance and retirement needs of middle-income Americans.
Eric builds his life and business with his wife, partner and eternal companion, Kim. They live in beautiful Ontario, Ohio, and love spending time with their combined family of five children and five grandchildren.
Kimberly Harper-Valdez is Executive Vice President of The Valdez Group and a Managing Partner in Integrity.
After college, Kim spent 15 years traveling in sales and sales management positions. Eventually, she took a position that allowed her to stay home with her family, doing bookkeeping and customer care for a local pharmacy. In 2017, Kim’s husband, Eric, invited her to help build a family business in the life insurance industry. As they’ve continued to learn and grow their business, they’ve come to realize that the industry’s only real limit is your vision and willingness to work.
Kim builds her life and business with her husband, partner and eternal companion, Eric. They live in beautiful Ontario, Ohio, and adore and cherish their combined family of five children and five grandchildren.
Mike Greenhill, President of Greenhill Management and a Managing Partner at Integrity, colleague and friend, passed away on Sunday, December 11th, 2022.
Mike had been licensed insurance broker since 1977, taking over the operations of Greenhill Management in 1984.
Greenhill Management was founded in 1966 by his father, M.C. Greenhill, with a focus on Medicare Supplement insurance and Medicare Advantage health plans, among other specialties. As a Mississippi native with a special fondness of the Pelican State, Mike opened several office locations near home, including in Louisiana.
Throughout his career, Mike remained an influential leader and helped thousands of agents and clients. In 1990, he was called to testify at a Senate Sub-Committee hearing on home healthcare for Senator Thad Cochran. He was a past president of the Jackson Association of Health Underwriters and a member of the Million Dollar Round Table in 2005.
Mike held a deep passion and appreciation for music, especially old soul and blues. He pursued this passion as teenager and continued throughout his life to share his talents with others. He was a collector of vintage electric guitars, abstract art, and was the lead guitarist and singer for The Greenfish Band.
Jacob Knorpp is the CEO of Senior Insurance Specialists and a Managing Partner at Integrity.
Jacob began his insurance career at his father’s insurance agency shortly after his 18th birthday. When he graduated summa cum laude with a marketing and management degree from Missouri Southern State University, he did not accept any other job offers — he had already found the career that he loved.
After college, Jacob lived in El Paso, Texas, for several years where he met and married his wife before moving back to Joplin, Missouri, to start a family. When his father retired, Jacob started his own agency — Senior Insurance Specialists. Through hard work and an exceptional customer service team, the agency has grown into a nationally recognized leading producer of senior health and life insurance that gets most of its new business from referrals.
Jacob and his family reside near Joplin, Missouri. He and his wife, Renee, have homeschooled their seven children and enjoy travelling with them to U.S. National Parks, other states and many countries.
Patrick Rodriguez is the President of Applied General Agency (“AGA”) and Managing Partner at Integrity.
In 1993, Patrick launched AGA, which has since become one of the largest Medicare-focused independent marketing organizations nationwide. He founded AGA with the intention of providing unparalleled value to overworked agents who had more obligations than time. With the support of a full back-office team, Patrick knew he had the vision and tools to make quality agents even more successful. By always striving for innovation and increased levels of service, he has kept AGA at the forefront of the Medicare industry.
Patrick has lived his whole life in Southern California with a great appreciation for its warm climate. As an outdoor enthusiast, he is passionate about golf, fishing and other sports. He is a fan of the Los Angeles Dodgers and enjoys spending quality time with his family — especially his grandkids.
Tray Honeycutt is the President of Honeycutt Insurance Marketing and a Managing Partner at Integrity.
Tray entered the insurance industry in 2013. Having lost both his parents to lung cancer, he realized that working as a life insurance producer is about much more than just a paycheck. He excelled as an agent, helping thousands of families get the coverage they need. In 2017, motivated by a desire to see agents succeed at a high level, Tray founded Honeycutt Insurance Marketing. Adhering to time-tested principles like hard work, commitment, selflessness, teamwork and a “no one left behind” attitude has allowed his team to experience rapid growth year over year. Today, Honeycutt Insurance Marketing is one of the fastest growing agencies in America, serving the life insurance needs of over 50,000 middle-class families per year.
When Tray is not working hard to support his agency, he enjoys spending time with his family in his hometown of Victorville, California.
Hayden Hill is the President of Limitless Insurance Services and a Managing Partner at Integrity.
Hayden started in the life insurance industry in 2017 at age 21 when he was attending Arizona State University. Having been an athlete his whole life, he quickly fell in love with the structure and promise of the insurance industry. Being able to work hard, help people and make a great living was everything he ever dreamed of in a career.
Hayden and Nina Damjanovic founded Limitless Insurance Services in 2019 with the vision of serving as many American families as possible, while helping agents positively change the lives and futures of their own families.
Hard work, dedication and a heart to serve others are among Hayden’s core values, and they’re reflected in the tremendous leaders, employees and producers at Limitless Insurance Services.
Nina Damjanovic is the Vice President of Limitless Insurance Services and a Managing Partner at Integrity.
Nina started in the life insurance industry in 2018 at the age of 22 after graduating from Arizona State University, where she majored in nutrition (dietetics). After seeing several friends enter the insurance industry after college, she decided to try it for herself.
Nina quickly realized that the life insurance industry was where she was meant to be, and that there is no better feeling than seeing the smile on a client’s face when they receive the guidance they need to protect their family. That personal discovery led to her and her fiancé, Hayden Hill, founding Limitless Insurance Services in 2019.
Limitless Insurance Services has experienced rapid growth and is recognized as one of the fastest growing insurance agencies in the nation. Nina truly believes that with consistency and hard work, anything is possible. Her main goal is to help agents grow and quickly become successful in meeting the life insurance needs of Americans.
Alondra Topete is Co-President of Relentless Insurance Agency and a Managing Partner at Integrity.
Alondra began her career in insurance in 2019 at the age of 20. At the time, she was awaiting admission into the nursing program in Bakersfield, California, and needed to find a way to help pay the bills. Alondra developed a love and passion for helping people and families. She very quickly realized the insurance industry was where she wanted to focus her attention full time. She has never looked back.
Working closely with her partner in business and in life, Josh Crenshaw, Alondra has built a fast-growing and respected agency with discipline, hard work and determination. Together, Alonda and Josh have utilized their individual strengths to lead agents by example on what it takes to sell at the highest level. They are fully committed to guiding agents on how to build their own agencies by having an unshakable work ethic and the right attitude.
Alondra and Josh live in Las Vegas, Nevada, with their four French bulldogs.
Josh Crenshaw is Co-President of Relentless Insurance Agency and a Managing Partner at Integrity.
Josh started in the insurance industry in 2019 to supplement his bartending income, while he was trying to figure out his career path. He quickly discovered that helping families get the protection they needed gave him the satisfaction and fulfillment he had been looking for. He knew he belonged in the insurance industry.
Josh and his partner in business and life, Alondra Topete, have used discipline, hard work and determination to build a successful and fast-growing agency. By combining their individual strengths, Joshua and Alondra have been able to lead by example and show agents what it takes to achieve the highest levels of success. They love providing agents with guidance on how to build their own agencies — a process that starts with a relentlessly positive attitude and unwavering work ethic.
Joshua and Alondra reside in Las Vegas, Nevada, with their four French bulldogs.
Tim Ash is the CEO of Ash Brokerage and a Managing Partner of Integrity.
Known as a visionary in the financial services community, Tim is an industry leader who envisions a future where insurance is easy, affordable and an essential part of a sound financial plan.
Ash Brokerage was founded by Tim’s father, Jim Ash, in 1971. Tim assumed leadership of the company in 1997. Since that time, the company grew to become the largest independently owned insurance brokerage firm in the United States. It expanded from 50 employees in one location to more than 400 employees in offices across the country.
As CEO of Ash Brokerage, Tim has fostered an environment of success with team-focused empowerment and client-centered service. He has built a culture where people not only believe in what they do, but more importantly understand the reason behind their efforts. Everyone at Ash Brokerage knows their work makes a difference — in the lives of their clients and their communities.
Tim is proud to call Fort Wayne, Indiana home, and has helped lead extensive efforts revitalize the city’s downtown area. He and his wife, Libby, also support a wide range of charities related to education, mental health and underprivileged children. When he’s not working to innovate the insurance industry, Tim enjoys spending time with his wife, children and grandchildren, and their two adorable dachshunds.
Jeffrey Russek is the President of Russek Financial Services and a Managing Partner at Integrity.
Born and raised in Connecticut, Jeffrey earned his BS in finance and MBA from the University of Connecticut. Since the start of his career, Jeffrey has focused on improving clients’ long-term financial goals, freedom and security through retirement planning, investment management and insurance.
Jeffrey entered the insurance business in 1995. Four years later he founded Russek Financial Services, a wealth management and Medicare insurance business. In addition to being licensed in life and health insurance, he is also a Certified Financial Planner and a member of the Financial Planning Association (FPA), NAHU and the New Haven Chamber of Commerce.
Over the course of his career, Jeffrey has introduced, mentored and trained several people in the Medicare insurance business, helping them find productive and worthwhile professions. He has long believed that unbiased and honest advice, coupled with ethical business practices and personal integrity, are essential in building a solid practice.
The tagline for Russek Financial Services is “Always reaching for the top.” Jeffrey was an avid mountain climber, having summited five of the “Seven Summits,” the tallest mountain on each continent. Although he no longer goes after the big peaks, Jeffrey remains a passionate hiker.
Jeffrey lives in North Haven, Connecticut, with his wife, Tammy, and their daughter, Scarlett. They enjoy traveling, hiking, music, skiing, swimming and attending concerts.
Craig Ritter is CEO of Ritter Insurance Marketing and a Managing Partner at Integrity.
Craig attended Penn State University where he earned a bachelor’s degree in finance. Following in his father’s footsteps, he began working in the insurance industry in 1992, earning both his CPCU and AFSB designations. Further pursuing his passion for the business, Craig joined his father in 1997 to work for URL Senior Care Division. The company was renamed Ritter Insurance Marketing after being purchased from URL in 2005.
From humble beginnings, Ritter Insurance Marketing has grown substantially, with hundreds of employees working in offices across the country. Craig believes that Ritter thrives due to its deeply rooted values. The agency’s family-oriented atmosphere and the enthusiasm and dedication of its team members have helped Ritter flourish into the company it is today. Craig focuses his business on helping three groups succeed: the insurance agents that work with Ritter, the Ritter employees and the insurance companies they represent. The company’s steady growth and success has proven that this philosophy is sound.
When Craig isn’t guiding the business, he enjoys spending time with his wife, Heidi, and their three children, Quinn, Callie and Cash. Craig is sometimes referred to as the “Lawn Doctor” because he delivered his daughter, Callie, on his front lawn. Craig is also known for having a heart of service and is actively involved in his church and several other charitable organizations, including a CarePoint in Swaziland and The Partnership for Hope.
Hubert Humphrey is Founder and CEO of HGI and a Managing Partner at Integrity.
Hubert began his journey during the early days of A.L. Williams, where he began to develop a systematic approach to building distribution through relationship marketing. Hubert’s system played a major role in recruiting over 1.5 million associates and revolutionized the way insurance was sold.
After A.L. Williams, Hubert launched World Marketing Alliance and made history again, recruiting over 430,000 associates and becoming one of the largest independent marketers of financial services products in the world. After selling WMA in 2001 to a leading financial institution, Hubert embarked on a new journey by founding HGI in 2014. He considers it his greatest venture yet. Leveraging his 40 years of skills, experience, and relationships, Hubert has strategically designed HGI as a solution-based company to help individuals and families improve their lives through a professional business opportunity.
Hubert resides in Georgia with his wife and childhood sweetheart, Norma. When he’s not building revolutionary companies, Hubert enjoys playing golf, driving fast cars and spending time with his children, grandchildren and great-grandchildren.
Brent is President of Abernathy Financial Services and a Managing Partner at Integrity.
Brent grew up in Marietta, Georgia, where he was a star baseball player. In 1996, fresh out of high school, Brent was selected in the second round of the Major League Baseball draft by the Toronto Blue Jays. It was the beginning of a 13-year professional career that included three years in the Major Leagues playing second base for the Tampa Bay Devil Rays, Kansas City Royals and Minnesota Twins.
Brent was also a member of the USA Baseball Team who won a gold medal at the 2000 Summer Olympics held in Sydney, Australia. During the games, Brent set United States Olympic records for most hits and doubles.
After a knee injury derailed his baseball career, Brent pivoted to the insurance industry in 2010. By applying the same principles and work ethic he had learned from baseball into his business, Brent’s business quickly and steadily grew and flourished. In 2021, Abernathy Financial Services employed more than 2,000 agents writing over $130 million in premium.
Brent currently resides in Fort Walton Beach, Florida with his wife of 20 years, Allison, and their daughters Emily and Anna.
David is President and CEO of Hovis & Associates and a Managing Partner at Integrity.
David joined Hovis & Associates in March 2000 as an insurance and investment broker. Today, his primary responsibilities include managing the overall operations and corporate strategy of Hovis & Associates, consulting with the firm’s Medicare clients and advising the firm’s financial clients with strategies to achieve their financial goals.
David’s passion for service extends to his community. He has served on the Board of Directors of the De Soto Chamber of Commerce as well as acting as its past President. He also served as the Treasurer and Board Member of the De Soto Bicentennial Committee. Currently, David sits on the boards of the Jefferson County Growth Association, the Jefferson County Tourism Commission and First State Community Bank.
David loves working in the business with his brother, Kevin. He also enjoys backyard barbecues and swim parties with his wonderful daughters, amazing wife and their three adorable dogs.
Kevin is Vice President of Medicare Sales at Hovis & Associates and a Managing Partner at Integrity.
Kevin joined Hovis & Associates in 2004 and quickly acquired all necessary licenses to become an insurance and investment broker. Today, his primary responsibilities are to manage over 200 independent insurance brokers with contracting, certifications, continuing education, and CMS compliance and to assist as an investment advisor. Kevin works primarily in the St. Louis location, where his deep knowledge of Medicare and the industry are instrumental to the agency’s success.
Kevin is also deeply committed to his community and is proud to serve and support it. He is currently a member of the Lemay Chamber of Commerce and the St. Louis Association of Health Underwriters.
Kevin resides in St. Louis with his wife, Jennifer, and their three children — Madyson, Brady, and Aubree.
Steven Yee is the President of SkyPoint Financial and Insurance Services and a Managing Partner at Integrity Marketing Group.
Before finding the insurance industry, Steven coached high school basketball. He enjoyed coaching kids and watching them fulfill their potential. Now, he gets to do the same in the insurance industry.
At the age of 26, Steven began his career helping families find the right insurance protection. Learning how to make sacrifices and work hard, Steven quickly became a top producer. He also taught other agents how to do the same as he built a large successful agency. Today, Steven travels across the country to train agents on how to sell insurance at a high level, as well as successful strategies for building a strong team.
Steven currently resides in Las Vegas, Nevada, with his wife, Janell, and their two children, Julianna and Bryson. On the rare occasion that he isn’t working, Steven is spending time with family, watching movies and enjoying good food.
Anthony Owen is the President of Annuity Agents Alliance and a Managing Partner at Integrity.
Anthony started his career in the insurance industry in 1995, becoming a leading sales manager for a Fortune 500 direct-to-consumer P&C insurance carrier. In 2006, wanting to exercise his entrepreneurial ambitions, Anthony and his brother co-founded an independent life and annuity insurance agency that grew to significant production levels. A few years later, Anthony also co-founded and developed Safe Money Radio Marketing, a national annuity radio marketing program.
Together with his exceptional team of marketing partners, Anthony focuses on the core competencies of growth in financial services. The development of proprietary marketing systems, case design software, key partnerships and a duplicatable and highly productive sales process became the catalyst for growing his business into what it is today.
Anthony lived most of his life in Hawaii, where he met his wife of over three decades, Remy. They now reside in Denver, Colorado. A dedicated man of faith, Anthony loves spending time with his wife and their two adult children, Christina and Evan, all of whom help in the business. Anthony also enjoys fishing, hunting, travel and classic cars.