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Event Presentation
Advanced Markets Advisors Summit 2024
Bio Lauren
Lauren Crane Lauren, our Director of Contracting Operations, has swiftly risen through the ranks since joining in June 2022, initially focusing on Annuity New Business. Her current role revolves around […]
Bio Carter
Carter Allen Carter Allen, a native of Florida, was born and raised in the city of West Palm Beach. From an early age, he displayed a remarkable talent for academics […]
Client Profile Forms
Client Profile Forms CASE CRITERIA FORM ANNUITY (RFP) REQUEST FOR PROPOSAL: DISABILITY INSURANCE LIFE INSURANCE CASE FACT FINDER CLIENT DATA WORKSHEET INFORCE POLICY REQUEST FORM INHERITED CASES Qualified or Non-Qualified […]
Funding Acceptance
Funding Acceptance American Equity Investment Life Insurance Company – Funding Acceptance For .docx version click here ELCO Mutual Insurance Group – Funding Acceptance For .docx version click here F&G Annuity […]
Bio Breanna
Breanna Lassiter Breanna Lassiter is a highly accomplished professional with over 20 years of experience in the insurance industry, focusing on operations and strategic development. With her extensive knowledge, expertise, […]
Lunch & Learn with Jared Hyman, CRPS CPFA®, FL RVP for The Standard – 401k
Each Lunch & Learn features an Introduction to Legend’s Website by Breanna Lassiter
Lunch & Learn with Nate Self – Hybrid Wholesaler for IMO Distribution with Guaranty Income Life
Each Lunch & Learn features an Introduction to Legend’s Website by Breanna Lassiter
Case Criteria Form Annuity
Case Criteria Form Annuity