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. 110
Administrative issues and Annuities.

David Capper, MD

Medical Director

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.

Gina Coleman

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