Here are 10 mid-career industry players to watch...
1. Dave Alison
Clarity 2 Prosperity | Westlake, Ohio | Executive vice president
C2P Advisory Group | Westlake, Ohio | Executive VP
Alison is a founder of a training firm, Clarity 2 Prosperity, and an insurance marketing organization, also of two RIAs and a wealth management firm. He's a mentor through the Financial Planning Association's MentorMarch program.
2. Sheryl Brown
Females and Finance LLC | St. Louis
Chief engagement officer
Brown helped start a support community for women working in financial services financial technology. She also hosts a financial services podcast series, and she has served as program coordinator for the St. Louis chapter of Women in Insurance & Financial Services. She holds the Fellow, Life Management Institute professional designation.
3. Steve Cain
LTCI Partners, an NFP company | Los Angeles
Director, sales and business development leader
Cain has been active in promoting the need for long-term care insurance for 18 years. He hs published articles in many trade publications. He holds the Certified in Long-Term Care (CLTC) professional designation. He serves on the CLTC board and the Intercompany Long Term Care Insurance Conference Organizing Committee. He chairs that Long Term Care Working Group at the National Association of Health Underwriters.
4. Kirk Evans
Sammons Institutional Group Inc. | New York
Vice president, product development and risk management
Evans holds many professional designations, including Fellow of the Society of Actuaries. He recently a variable annuity with a "Freedom Date" feature. The date, which is set when an annuity is purchased, gives annuity holders the ability to take out accumulation value while continuing to collect lifetime income payments.
5. Vicki Fournier
Women's Life Insurance Society | Port Huron, Michigan
Director of members service
Fournier manages nine employees in an insurer's member service department. She's co-chair of the company's financial product development committee. And she dressed up as Santa for Halloween, and stayed in character all day.
6. Terri Getman
Diversified Brokerage Services Inc. | Minneapolis
Business development director
Getman helps advisors with complex life insurance case arrangements. She has served on the national board of the Society of Financial Services Professional, and she helped FSP set up the FSP Career Exploration Competition. She also serves on committees at LIMRA and AALU.
7. Brian Haney
The Haney Company | Silver Spring, Maryland
Founder, vice president
Haney has many professional designations, including the CLTC designation. He got his firm off to a fast start by hiring his father and brother. He also hosts a podcast series, "That's My Financial Guy," and he has participated in several mission trips to support Syrian refugees overseas.
8. Anthony Maiuolo
The Barnum Financial Group | Elmhurst, New York
Maiuolo shifted from working as a stock broker to focusing on selling life, disability and long-term care insurance in 2016. He helps people going though major life events. His distinguishing trait is that he enjoys cold calling. He now has about 350 clients.
9 and 10. Mark and Della Pruitt
Strategic Estate Planning Services Inc. | Carrolton, Texas
Founders and owners
The Pruitts run a comprehensive financial and insurance planning firm that hosts two caregiver support groups. They support many charitable causes, and they raised about $500,000 for the Alzheimer's Association in one night in 2018.
11. Jeff Smedsrud
Pivot Health | Scottsdale, Arizona | Chief executive officer
Pivot Health | Scottsdale, Arizona | Founder
Smedsrud has been a licensed life and health broker since 1984. He has started four companies that were later acquired by publicly traded companies. He also started the National Association of State Comprehensive Health Plans, and he serves on the board of the Coalition for Affordable Health Coverage. He has survived cancer.
(Photo: Tom Dunn)
12. Rebecca Yates
Ark Insurance Solutions | Salt Lake City
Chief executive officer and president
Yates has been working in the health insurance industry since 2004, and she started Ark in 2010. She serves on the alumni board of Western College, and she serves on the board of Vest Pocket, an organization for independent businesses in Utah.
Here’s the second batch of entries for our 2019 Generational Lists recognition program.
We developed this approach to succeed our 30 Under 30 program, to give ourselves a way to cast a spotlight on interesting industry professionals of all ages.
(Related: 10 Young Life, Health and Annuity Stars: 2019 Generational Lists)
We listed 10 industry professionals under 30 Tuesday, and we’ll list 10 industry professionals over 70 Friday. Here, we list 12 mid-career professionals because we received many great nominations for industry professionals ages 30 to 70..
We selected the candidates using a combination of a nomination process and our own digital search efforts.
We certainly can’t say that the 12 mid-career professionals listed here are the only ones worth watching. Whether they’re the best is a matter of opinion. But they are pushing through about 10 different, conflicting currents of dramatic change, and, as they wade through the eddies, they stand out because:
1. They have great promotional support.
We received very few nominations for candidates under 30 or over 70. We had to find candidates for those lists ourselves, and that was hard to do.
Marketing support teams sent us many nomination forms or mid-career professionals, and finding great candidates online was also easy.
2. They tend to be heavily involved in industry groups or community groups.
We don’t even know how many kid sports team jerseys and helmets their companies’ logos are on, but, probably, a lot.
3. They have ideas.
Many of the people on the list of young professionals posted Tuesday are full of ideas but not in a great position to implement those ideas.
Many of the people on today’s mid-career professionals list have created products, developed extensive outreach efforts, or even started companies to bring their ideas to life.
To see the names of 12 2019 mid-career life, health and annuity industry players to watch, scroll through the people cards in the slideshow above. Wiggle your pointer over the first slide to make the slideshow control arrows show up.
We’ll publish the names of the “Titanium Stars” Friday.
— Read 30 Under 30, Part 3: Young Life, Health and Annuity Stars – 2017, on ThinkAdvisor.
— Connect with ThinkAdvisor Life/Health on Facebook, LinkedIn and Twitter.