Roundup: Private Advisor Group helps advisors in the event of death

Forrest E. Mills, Jr. CFO of Guaranty Income Life Insurance Company elected as 2014-2015 IASA president

IASA, one of the insurance industry’s largest trade associations, announced that Forrest E. Mills, Jr. of Guaranty Income Life Insurance Company (Guaranty) has been elected as president of the association for the 2014 – 2015 fiscal year.

“I am deeply humbled and proud to be the next president of IASA,” said Forrest Mills, chief financial officer for Guaranty, and newly-elected IASA president. Mills, like many others in the insurance finance area, began his career in public accounting at Postlethwaite & Netterville, APAC in Baton Rouge, LA. He then accepted a position as treasurer and controller for State National Companies, a position he held for several years before the Liberty Corporation acquired State National in 1994 and he became director of audit services in the company’s Greenville, SC office. Mills then accepted his current position with Guaranty.

Troy Thompson joined LGA as VP of product management

Troy Thompson, FSA joined Legal & General America as vice president, product management.  Thompson was most recently vice president of USAA, in San Antonio, Texas, where he was first the strategic leader of life and investment company operations and then a leader in an enterprise transformation initiative. He served as senior VP of fixed life products at Genworth Financial, is a mathematics graduate with honors from The University of Texas, and a Fellow in the Society of Actuaries.

OneAmerica^® promotes three top-ranking officers

The companies of OneAmerica announced that Jeff Holley has been promoted to executive vice president, chief financial officer and treasurer; Mark Roller will assume the title of executive vice president, organizational and operational development; and Tom Zurek has been named executive vice president, general counsel and secretary. Each previously held the title of senior vice president.

SeniorQuote Insurance Services, Inc. expands team with director of marketing, director of finance and IT

SeniorQuote Insurance Services, Inc., a provider of health and life insurance services for seniors, announced the hiring of Vanessa Allen, director of marketing, and Gerald Shukert, director of finance and IT.

Allen comes to SeniorQuote from ACTIVE Network, a global provider of SaaS technology that powers participant and activity management, where she was the senior manager of marketing for sports. Prior to that, she served as the senior director of marketing at Office Depot, and worked in high level marketing positions at other reputable companies including Hickory Farms, Smith+Noble, Road Runner Sports and the California College for Health Sciences. She obtained her Bachelor of Arts from Occidental College and possesses certificates in Virtual Team Leadership and Analytics Platform Principles. In addition, Allen currently serves on the board for the San Diego Direct Marketing Association.

Prior to joining SeniorQuote, Shukert was the director of finance and IT at Garden Fresh Restaurant Corp, an associate at Booz Allen Hamilton, senior financial analyst at Petco, and held other positions. Shukert received his Bachelor of Arts in Economics from the University of Maryland College Park and earned his Masters in Business Administration, with a concentration in Finance, from Washington University in St. Louis

Symetra names Megan Meyers regional vice president, retirement sales

Symetra Life Insurance Company announced that Megan Meyers has joined the company as a regional vice president, relationship manager in retirement sales. Prior to joining Symetra, she was national sales manager at Penn Mutual Life Insurance, was regional vice president of national accounts for Jackson National Life Insurance Company and holds FINRA Series 7, 24 and 63 licenses as well as her life and annuity license in the District of Columbia. She earned a bachelor’s degree in Communications at Mount Vernon College/George Washington University.