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.
We currently have two positions open.Please contact us for more information.
Advisor Services Team
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Judith Maurer, CEO Company Founder Advisor Service and Communications Resource judithmaurer@llis.com |
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Mark Maurer, CFP®, MBA, President Disability Specialist Life Insurance Illustrations Annuity Quotes markmaurer@llis.com |
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Keith Maurer, CLU Consultant Advanced Case Design In-force Policy Reviews Estate and Business Insurance keithmaurer@llis.com |
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Bryan McKay, Advisor Service Assistant Vice President, Advisor Services bryanmckay@llis.com |
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Sam Kohler, Office Manager Database Manager samkohler@llis.com |
New Business Team
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Kathy Copack, VP, Operations New Business Supervisor Underwriting Status DI & LTC kathycopack@llis.com |
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Sally Rotoli New Business Case Manager Underwriting Status sallyrotoli@llis.com |
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Claudette Lansrud New Business Case Manager Underwriting Status claudettelansrud@llis.com |
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Jill MacNeil New Business Case Manager Underwriting Status jillmacneil@llis.com |
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Regina Brooks New Business Case Manager Underwriting Status reginabrooks@llis.com |
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Neva Clark New Business Assistant Policy Delivery Status nevaclark@llis.com |
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Melissa Misener New Business Assistant Policy Delivery Status melissamisener@llis.com |
Administrative Services Team
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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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