Our Team
Advisor Services | New Business | Administrative Services
The faces you’ll see on this Web site know the insurance industry inside and out, and offer products that are just right for your clients. At the heart of everything we do is one guiding principle: To provide the same type of personal service the fee-only planner has trained his or her clients to expect. And it shows in the results we consistently achieve.
Advisor Services Team
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Judith Maurer, CEO Company Founder Advisor Services and Communications Resource judithmaurer@llis.com |
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Mark Maurer, CFP®, MBA, President Advisor Services Long Term Care Specialist Life Insurance Illustrations Advanced Case Design markmaurer@llis.com |
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Jill MacNeil Advisor Services Variable Life and Annuities Disability Specialist Term Quotes jillmacneil@llis.com |
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Jerry Skapyak VP, Advisor Services jerryskapyak@llis.com |
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Keith Maurer, CLU Consultant In-force Policy Reviews Estate and Business Insurance keithmaurer@llis.com |
New Business Team
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Kathy Copack, VP, Operations New Business Supervisor Disability Insurance Case Manager kathycopack@llis.com |
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Sally Rotoli New Business Case Manager Life Insurance Underwriting Status sallyrotoli@llis.com |
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Claudette Lansrud New Business Case Manager Life Insurance Underwriting Status claudettelansrud@llis.com |
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Regina Brooks New Business Case Manager Long-Term Care Case Manager Underwriting Status reginabrooks@llis.com |
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Jennifer Stiles New Business Case Manager Fixed Annuities and Disability Case Manager Underwriting Status jenniferstiles@llis.com |
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Neva Clark New Business Assistant Policy Holder Service nevaclark@llis.com |
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Melissa Misener New Business Assistant melissamisener@llis.com |
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Tina Gowans New Business Assistant tinagowan@llis.com |
Administrative Services Team
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Sam Kohler, Office Manager Database Manager Executive Assistant samkohler@llis.com |
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Judy Freeman Licensing and Compliance In-force Policy Holder Service In-force Illustration Requests judyfreeman@llis.com |
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Dina Vann Marketing Services dinavann@llis.com |
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