Chris Baker

President – Managing Partner – Ext. 104

Bill Burgess, CLU, ChFC

Sales Vice President – 972-562-6320
Sales ideas, case consultation, problem resolution Conducts training sessions on Advanced market Concepts. Point of sale assistance as a knowledge source. Analysis and evaluation of competition.

Charles Burney

Vice President Operations – Ext. 109
Administrative issues and Annuities.

David Capper, MD

Medical Director

Ralph E. Amos

Director of Underwriting
Reviews all information and evaluates each case based upon experience and the appropriate underwriting manuals. Consults with carrier's underwriters, if appropriate. Prepares outline of medical history.

Kim Stout

Marketing Consultant – Ext. 102
Sales strategies and case design. Advanced insurance illustrations, in-force product ledgers. Conducts training sessions on Advanced Market Concepts.

Janet Moore

Administration Consultant – Ext. 101
New business case submission & tracking, underwriting, in-force. Licensing and contracting, compliance, and GA compensation. Insurance illustrations.

Kelly Rhodes

Administration Consultant – Ext. 103
New business case submission & tracking. Licensing and contracting.

Janise Dear

Administration Consultant – Ext. 107
New business case submission & tracking. Licensing and contracting,

Nancy Lewis

Administration Consultant – Ext. 105
New business case submission & tracking. Licensing and contracting,