About The Founder
As the President of SRBLI, I am responsible for developing and overseeing recruiting, training, hiring and sales management of our nationally-licensed, independent insurance agency. Through a focus on building a culture of accountability, integrity, and success, I’m proud of our technology-friendly firm that takes its commitments to its clients and agents seriously.
Through experience in the digital advertising space, I’ve developed a unique combination of online marketing working in tandem with telesales & direct mail to reach new markets, generate high-quality leads, & connect effectively with prospects that need our help now. And with 20 years of insurance experience as well as a vast network of connections nationwide, we’re able to adapt quickly, provide top-dollar contracts for our agents, & offer the best insurance policies for our clients at an affordable price.
On a personal note, after being a captive agent for the first several years of my career, I realized that the best way to serve my clients was to become an independent agency so I could make recommendations from all carriers in this space instead of one. And after many successful years focusing primarily on health insurance, I diversified into the senior market to help clients transitioning from the accumulation phase of their financial lives into asset preservation, and eventually, distribution. One foundation of this plan is utilizing life insurance to ensure that no financial burden is left on our clients’ loved ones when their time comes. While most of my time is spent in management & business development, I still have a passion for helping others & try to build in a couple hours each day to help new clients in their search for the right insurance solution to meet their needs.
SRBLI helps you find the right insurance plans with the best companies at a price you can afford. Plus, we provide expert, independent assistance to find the highest-quality health, life, and personal lines insurance nationwide. We will take the time to educate you on the details that are important and allow you to decide on the choices that best meet your needs and budget. It’s not just business for us, it’s personal. Insurance costs are increasing and insurance policies are complex and confusing, but we will be always honest and helpful when making our recommendation. This is our pledge to you.
Whether you need final expense life insurance to ensure your final wishes are met and you don’t leave the burden of your burial or cremation to your loved ones or you need health insurance for you, your family, or your small business, our unique platform gives you access to dozens of A-rated carriers with the customized coverage that gives you protection and peace of mind. We offer you the freedom to work with us in any setting in which you are comfortable: via the internet, by phone, or in our office.
We are also looking for insurance agents that want to increase their current income and build residuals, help our clients cover their insurance needs, and be part of a corporate culture that is energetic, fun, competitive, and virtuous. For the right agent, we provide leads, competitive compensation including advances, and opportunities for advancement. Your time is valuable and best spent helping our new clients, so we have extensive back office support and ongoing training and mentoring to help you grow your business. Experienced agents have the ability to work from home, set their own hours, and have the work-life balance that is so important in today’s busy world. We’re one of the fastest growing agencies in the area, so if you’re personable, tech-friendly, and driven, we want to meet you!