life marketing

Hometown:
Jim was born in Niagara Falls, NY and resides in Parkville, MO.

Family:
Jim has a wonderful wife, Jeane, and two great kids - Haley, who is graduating from St. Lawrence University and going to Law School in the fall, and Connor, who is graduating high school and planning on playing junior hockey the next 2 years before going to college. Of course, Jim can't forget Sully - their golden retriever who has yet to figure out he is a dog.

Job Duties/Responsibilities at Advisors Excel: Jim's role at AdvisorsExcel is develop the life insurance sales and operations team to a be a first class resource for our advisors. Jim's team provides ideas and solutions for protecting clients' assets and demonstrating the best techniques in transferring wealth to the next generation. In addition, Jim's team employs an innovative system to take the difficult process of purchasing life insurance and making it easier for our advisors and their staff.

When asked what he liked most about working at Advisors Excel, this is what Jim had to say:
I am very excited to be with Advisors Excel as the mission of assisting advisors and helping them grow their business is an area I have focused on my whole career. That goal, along with the energy, resources and great people, make this a fun place to come to work every day.

Education:
Jim majored in Public Relations and has a Bachelor of Arts degree from Purdue University, in West Lafayette IN.

Life Insurance Team Goal:
The goal is for our office is to be a tremendous back office support in solving our advisors' clients' problems using life insurance where appropriate.  The team and myself are available to educate and provide concepts that will be time tested. Whether it be as simple as designing a cost-efficient plan to protect a business transfer or demonstrating how to reposition an asset to transfer as much wealth as possible to their loved ones, we will be able explain and provide presentation materials so the advisor will be comfortable and able to solve the clients issues and then execute the transaction.

Hometown: Tecumseh, KS

Family:
My husband Robby has been a Police Officer with the Topeka Police Department for 5 years and we have 15 month twins. Barrett is in heaven and Delaney is with us and keeps us very busy! We have three dogs, Riley, a black lab, Rigley, a rat terrier, and Rookie, a Jack Russell terrier.

Job Duties/Responsibilties at Advisors Excel: Rachel is a case manager on the life insurance division at Advisors Excel, She came over from the Aviva home office, and as a case manager, she is responsible for overseeing all of the cases from the time they enter the Advisors Excel office until the agent has the policy in hand and the case has been paid. Within her role, positive communication with the various home offices, underwriters, account coordinators, and agents is key to success in providing the best service that she can in serving our agents

When asked what she liked most about her job at Advisors Excel, this is what Rachel had to say:
I love working at Advisors Excel because we are such an energetic group.  At Advisors Excel, each individual truly feels that what they do makes a difference, and that motivation in itself is what inspires me to continue pushing myself, because I know that what I do does make a difference.

If you won the lottery, what would be the first thing you would buy?
A secluded house on a tropical island

When you were a kid, what did you want to be when you grew up? 
I wanted to be a doctor when I was growing up and I learned pretty quick that my stomach and tolerance for blood had other plans!  One look at blood, and I could very easily pass out on the spot!

What is your favorite thing to do on your day off?
Absolutely Nothing, relax and enjoy time alone

Hometown:  Topeka, KS

Family Information: My two boys, Nicholas and Joshua, keep me very busy and bring tremendous joy to my life. 

Education: 
Jaime graduated from the University of Central Arkansas with a B.A. in English. In February of 2010, she earned the designation of Fellow, Life Management Institute (LOMA).

Job Duties'/Responsibilities at Advisors Excel:
Write copy for life insurance marketing pieces on various concepts.Write copy for the monthly AE LifeLine and AE Insider newsletters .Develop relationships with Sales Directors and Internal Wholesalers at the carrier level to coordinate marketing efforts of specific sales concepts. Collaborate with the Compliance Departments of Advisors Excel and various insurance companies to ensure all materials adhere to advertising guidelines. Managing the launch of a Trust Owned Life Insurance program, ensuring all 250+ enrolled agents complete all necessary trainings, complete the proper paperwork, and receive all the marketing materials and communications. Coordinate multiple training events throughout the year, from promotion of the event, developing training materials, and managing a follow-up campaign. Research industry trends, product changes, and new product developments.

When asked what she likes most about working at Advisors Excel, this is what Jaime had to say: The energy and fast-paced environment at Advisors Excel is incredible. Every single employee seems to come to work on a mission and works so hard to not only meet but exceed their personal goals, as well as the goals of the company. It is truly motivating!

If you won the lottery, what would be the first thing you would buy?  
3 one-way plane tickets to Mykonos, Greece

Where you named after anyone?
Jaime Sommers. Yes, THE Jaime Sommers a.k.a the Bionic Woman. True story.

Who would play you in a movie and why?
Jennifer Aniston- simply because she is my idol in every single way.

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?
White wine, red wine, wine glass, wine opener, tylenol

Hometown/State: Topeka, KS

Family: 
I am married to my husband, Mitchell and we have three beautiful kids; Jaxson, Cooper, and Kinley. I also have 2 sisters and 2 brothers.

Job Duties: 
As an Internal Life Marketer, Janeil is responsible for providing assistance to the Life VP’s. She handles various requests regarding sales concepts, illustrations, applications and product recommendations. All of these help our Advisors sort through the products available from various companies in order to make the best recommendations to their clients.

When asked what she likes most about working at Advisors Excel, this is what Janeil had to say:
I like working at Advisors Excel because of the family atmosphere.  I have never worked in such a great professional environment.  I enjoy coming to work and it is very exciting to be part of such a great organization. I am very impressed with the support that everyone is willing to give to each other.

If you had a "theme song" that played whenever you walk into a room full of people, what would it be?
My maiden name is Love and my friends would always play the “Love Shack”

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?
Phone, my family, volleyball, books, food

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
I would choose my best friend and college roomie, Jill.  She is a great person and makes me laugh constantly.  We would have a blast.

Complete this sentence: Happiness is…
being around family and friends laughing!

Hometown/State: Smith Center, KS

Family: Michael is the youngest of three siblings and proud uncle of two nephews. He has a 2 year old son and has a one year old Labrador and Rhodesian Ridgeback mix, Cooper, who has shown an extraordinary talent in chewing shoes.

Job Duties: 
With Michael’s background in political campaigns and case design, he is able to provide unique marketing strategies. Michael works with the top agents in the country so he shares proven ideas from other advisors that really work! It is truly a community of successful advisors sharing successful ideas.

When asked what he likes most about working at Advisors Excel, this is what Michael had to say: "The great thing about Advisors Excel is we are a family and we treat our advisors the same way. We do not mass recruit so there is a personal level we can reach with each and every one of our advisors. Nothing in this job is more gratifying than witnessing our advisors becoming more successful."

Hometown/State:
Topeka, KS

Family:

Corinne was born and raised in Topeka, Kansas where she still resides today with her four boys—Damon, Ayden, John and Axel. The boys range in age from 11 to 1 and attend the same school district Corinne attended before completing her Political Science degree and obtaining her MBA.

Job Duties/Responsibilities at Advisors Excel:
Corinne assists the Life VPs with various requests regarding sales concepts, illustrations, applications and product recommendations.

When asked what she likes most about working at Advisors Excel, this is what Corinne had to say:
I am proud to work for such a great company whose entire foundation was built upon doing things better for our clients. This attitude is reflected by each and every employee, and everyone works together to ensure the best quality of service for our producers.  It’s a great feeling to know that you are part of a team who truly brings value to someone’s business and life, and the appreciation our founders show us in return is incredible. It is this reciprocation of trust and support that allows Advisors Excel to be the best in the business!

Hometown/State:
Topeka, Kansas

Job Duties/Responsibilties at Advisors Excel:
As new business coordinator, Leann processes applications, orders medical exams and physician records. She tracks pending business and alerts advisors to any requirements that may be needed to get business submitted and ensure a quick approval process.  

When asked what she likes most about working at Advisors Excel, this is what Leann had to say:
My co-workers and the people I get to meet through AE. The feeling of pride being in the midst of a very special group of individuals with a collective goal of being the best ever!

If you won the lottery, what would be the first thing you would buy?
1st I need toilet paper, then a Horse Ranch in Colorado with the goal of starting a program for troubled teenage girls building confidence and pride.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
My mom, there isn’t anyone in the world that can make me laugh as hysterically as she does and there isn’t anything she won’t do if she can.

When you were a kid, what did you want to be when you grew up?
An Artist/CIA Agent/ Superstar / Mom

Favorite sports to watch or favorite sports team?
Ice Skating, but College Football works. I’m in love with Bob Stoops. BOOMER SOONER!

Who would play you in a movie and why?
Renee Zellweger. People have said we look alike but I don’t see it.

Hometown/State: Topeka, KS

Family: John is married and has 3 kids.

Background: BA in Speech Communication, CLU, Life and Health license, Series 7,65,63 , 12 yrs in Financial Services Industry with PBS, Waddell & Reed, and Aviva.

Name one thing that not many people know about you.
I am a triplet

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?
Baseball for sport, Kstate for team.

Favorite sports to watch or favorite sports team?
Wife, my 3 kids, and a big hunting knife.

Hometown/State:Kansas City, Missouri

Family: Jessica grew up with her mom, dad, little sister Lauren and her dog Buddy.

Job Duties/Responsibilities at Advisors Excel:  
Her duties include answering incoming phone calls, receiving incoming mail, preparing outgoing mail and greeting each and every customer with a positive and cheerful attitude. As new business coordinator, Jessica processes applications, orders medical exams and physician records. She tracks pending business and alerts advisors to any requirements that may be needed to get business submitted and ensure a quick approval process.

When we asked Jessica what she liked most about working at Advisors Excel, this is what she had to say:  
I love working at Advisors Excel because it feels like a family. Everyone is treated as individuals and with the utmost respect . It is a very fast paced atmosphere, and at the end of the day it gives you a feeling of accomplishment. There is an outstanding energy that makes every employee excited to be at work every day.

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go?
My grandpa Leo, we would go to Disney World.

Were you named after anyone?
My mom denies it but I believe I was named after Elvis and his family.  My family calls me Jess or Jessie (Elvis had a twin brother who died at birth name Jesse Garon Presley).  My middle name is Marie (obviously, Lisa Marie Presley).  Also, I was born on August 16, 1987, 10 years after Elvis died exactly!

Something you want to learn this year?
I’ve got quite the list.  I want to learn how to play the guitar and I want to learn how to speak Spanish so I can talk to my grandma and she can teach me how to cook.

Hometown/State: Denton, KS

Family:
Jennifer lives on 18 acres in Jackson County. There, she has plenty of room for a menagerie of four-legged animals that make up her family.

Job Duties/Responsibilities at Advisors Excel:
Jennifer is one of the Life Case Managers at Advisors Excel and has been with the company since January 2008, originally joining on the annuity side. The main function of her role within the Life Team is to create Advisor Loyalty by providing impeccable service to our advisors while navigating life applications through the sometimes arduous underwriting process.

When asked what she likes most about working at Advisors Excel, this is what Jennifer had to say:
When we all work together, there are no limits! Cody, Derek and David have created an atmosphere that fosters excitement and energy. I am excited about the changes that are happening in the Life Team! These changes will enable us to give our advisors the individual attention they deserve, and at the same time, focus that excitement and energy on obtaining and exceeding all of our goals!

If you could go on a road trip with any one person (dead or alive), who would you choose and where would you go? 
I would road trip with Micki anywhere warm…and I would prefer her to be alive! Other than that..It wouldn’t be a road trip.  It would be with Amelia Earhart on her last flight…maybe we will find the deserted island below…

Name one thing that not many people know about you.
I’ve seen the Easter Bunny - twice

Who or what inspires you?
Everyone inspires me. Some have characteristics that I want to try to emulate and others…well…let’s just say that they give me the chance to ponder that we are all from one source and they give me the chance to practice loving kindness.

Hometown:
St. Marys, KS

Family:
Wende grew up in St. Marys with her parents and sister where she married a hometown classmate, Chris. They have 3 children - Makenzie, Brian and Matthew. They all attend St.Marys schools with Makenzie in high school, Brian in Junior. High and Matthew in grade school.

When asked what she liked most about her job at Advisors Excel, this is what Wende had to say:
I like working for Advisors Excel because everyone works as a team on a professional level. Our office is very busy, and the hard work provided by every employee never goes unnoticed by management and the agents we support. It’s nice to be part of this great team who also knows how to have a lot of fun!

Hometown/State: Topeka, Kansas

Family:

I grew up the oldest of four kids, I have two brothers and a sister, and grew up with my mom and dad here in Topeka. My husband is Chris, married for five years. We have a son named Brady and a daughter named Sloan.

Job Duties/Responsibilties at Advisors Excel:
I am the Assistant Case Manager at Advisors Excel, which serves as support to the current Case Managers Rachel, Jennifer and Wende in any capacity that is needed, so that they can focus on communicating with the Carriers and Advisors in order to get the policies issued quickly and correctly. This can mean anything from entering and sending delivery requirements to shipping policies to Advisors. I focus mainly on communication with our vendors, specifically for exams and records, and follow up daily to make sure our orders are being completed in a timely manner to ensure requirements are met. I also work as Matt Ewald’s Case Manager on the policies he has coming in, and am his designated Case Manager once he makes the transition to being a VP of Marketing.

When asked what she likes most about working at Advisors Excel, this is what Audrey had to say:
I love working at Advisors Excel because the “team” environment is unlike any other I’ve been a part of. The Life Team in particular is a close-knit, enthusiastic group, and welcomes the collaboration of new ideas and ways of working together. I am so fortunate to be able to come to work, love what I do, and be able to make a difference on part of this energetic and growing team.

Hometown/State: Olathe, KS

Family:
I have one son who is very active and a step-daughter. My fiancé and I have just purchased our first house together and are very excited to have the extra space for our growing family. We currently have a turtle and a dog and will be looking to rescue another dog to add to our family as soon as we get moved. We have family that extends as far north as Whiting, KS and south to Melvern, my brother-in-law is in Colorado and my dad and brother are in Overland Park so we are all over the place to keep up with our families as we can.

Job Duties/Responsibilties at Advisors Excel:
I am a case manager on Antoine’s team. I am responsible for new applications for my agent’s from the time they enter our office until the case is finished. I work directly with the carriers to help make the process for the agent and client as quick and smooth as possible. I work to get the best possible offer for the client that we can get.

When asked what she likes most about working at Advisors Excel, this is what Tamara had to say:
It is amazing to see how hard working everybody is in our office. The communication and team environment we have here makes everything run smoothly. I especially enjoy working in the life department, we are like a small (but growing) family.

Do you collect anything, and what?
A bunch of my son’s school work

Favorite sports to watch or favorite sports team?
There aren’t many sports I don’t enjoy watching. I just recently started understanding football

Do you have any hidden talents?
I use my feet as a second pair of hands, which is also something people don’t know about me

Hometown/State:
Southern California

Family:
Husband: Sean, Son: Dean 15 months and two step children, Angelina 16 and Giovanni 11

When asked what she likes most about working at Advisors Excel, this is what Teara had to say:
Knowing every time a policy is placed inforce there is one less family left unprotected financially in the event of a death in their household.

Name one thing that not many people know about you.
I am an open book - theres not much people don’t know about me, but maybe people here may not know that my son was named after my first husband who died in Iraq in 2005. My husband named him Dean after my late husband.

When you were a kid, what did you want to be when you grew up?
A lawyer, a politician and a car designer- in that order.

Where you named after anyone?
Yes a mischievous girl in a book my grandmother read in Catholic school.

If you were ice cream, what flavor would you be?
Spumoni

If you could have one super power—what would it be and why?
The ability to clone myself…one for work, one for my family and one to get the lame chores done.

Hometown/State:
Topeka, KS

Family:
I have a daughter Kaley that is 6 and is in Kindergarten at Jay Shideler.

Job Duties/Responsibilities at Advisors Excel:
I am responsible for the life insurance applications from the beginning to end. My responsibilities include ordering any medical records, exams, obtaining any outstanding requirements from the agents as well as being the liaison between the agent and the insurance carrier thru the underwriting process.

Something you want to learn this year?
I want to learn Chinese because they are teaching that in kindergarten and I think I should know what my daughter is saying.

Do you collect anything, and what?
Hot sauce, I put it on EVERYTHING!

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?
Definitely a computer with unlimited internet access and a never ending battery because I don’t know what I would do if I didn’t read the Capital Journal online, my phone, this may sound selfish but I would bring my daughter because she keeps me entertained all day every day, any and all country music, and of course Jason Aldean.

Who or what inspires you?
My mom, she has done some amazing things in a male dominated industry! There is no such thing as a glass ceiling to her!

Who would play you in a movie and why?
Natalie Portman, she’s little and petite but she packs a mean punch.

Hometown/State:
Topeka, KS

Family Information:
I am the youngest of three kids. My parents and sister live in Topeka and my brother is in the Navy and lives in Georgia with his wife and 2 kids. I have one son who is the cutest little boy ever!

Complete this sentence: Happiness is…
hanging out with my son and seeing him happy!

What is your favorite thing to do on your day off?
When I’m not busy taking my son to soccer and Boy Scouts, I like to hang out with him and jump on the trampoline or go to the park. I also enjoy playing volleyball.

When you were a kid, what did you want to be when you grew up?
When I was a kid, I wanted to be a Kindergarten teacher.

If you were ice cream, what flavor would you be?
Bubblegum!

Hometown/State:
Fowler, KS

Family:
LeAnn was born and raised near Fowler on a ranch in western Kansas. She graduated from Kansas State University before marrying a Kansas Jayhawk. Her husband, Brent, is an independent insurance agent who served 20 years as a helicopter pilot for the Kansas Army National Guard—allowing the family to live in Virginia and Alabama for a time. LeAnn and Brent have three wonderful children—Allison, Nolan and Blake. I enjoy gardening, movies and reading when I’m not cooking or doing laundry!

Job Duties/Responsibilities at Advisors Excel:
I am the Assistant Case Manager assisting Case Manager Audrey Anders in any capacity that is needed, so she can focus on communicating with the carriers and advisors to get policies issued quickly and accurately. Duties include reviewing received applications, entering and sending delivery requirements and shipping policies to advisors. I focus mainly on communication with our vendors, specifically for exams and records, and follow up daily to make sure our orders are being completed in a timely manner to ensure the requirements are being met.

When asked what she likes most about working at Advisors Excel, this is what LeAnn had to say:
It’s a joy to come to work and join the team atmosphere and feel the productivity of this growing department. The energy level and enthusiasm of the Life Team makes a difference for the producers in the field, and that’s what makes coming to work inspiring.

Favorite sports to watch or favorite sports team?
LOVE College football and basketball – gotta go with my ksu Wildcats and I hang in there with the Chiefs/Royals

Stranded on a desert island, what five things (books/movies/music, etc.) do you take with you to stay entertained?
Bible, music, paints/canvas, book to write in and a good romance novel.

Complete this sentence: Happiness is…
knowing my kids are safe and content and knowing that happiness is only surface deep…joy in the midst of strife is what really counts.

Hometown/State:
Chapman, Kansas

Family Information:
Married to Jody Mitchell in 2004 and built a house North of Rossville next to his family. We have 2 daughters, Emma (age 8) and Lilly (age 6). We spend most of our time involved with baseball/softball and attending K-State games during football season.

Name one thing that not many people know about you.
When I Karaoke, my signature song is Pat Benatar’s “Hit me with your best shot”.

What was your first paying job?
I worked as a server in the kitchen of a retirement home. To this day, I love talking with elderly people. They have amazing stories to tell.

Complete this sentence: Happiness is…
What you choose it to be.

Hometown/State: Topeka, Ks

Family: My mom and dad live in Topeka, KS.

Education: Kansas State University

When asked what she likes most about working at Advisors Excel, this is what Becky had to say:
Working for a company that acknowledges our hard work.

Complete this sentence: Happiness is…
Enjoying the moments in our lives that make us stop and reflect on what is good.

Something you want to do this year?
Complete my first tri-Athlon

Who would play you in a movie and why?
Jennifer Aniston for her style, outlook on life, and that she is a strong woman.