Life Insurance Portfolio Management Staff
Amy Blanchard
Senior Client Service/Case Design Support
Amy has been in the Insurance industry since 2005. Her personable communication skills assist clients, producer, underwriting and marketing assistant on various insurance service issues.
Education:
The University of Texas; Bachelor of Science - Minor in Business
Communication Studies
Professional Accreditations:
Group I Life and Health License
Contact Information:
Phone: 214.292.4120
Fax: 214.443.2424
E-mail: ablanchard@ipsadvisors.com
Paula Call
Marketing Assistant for Gary Stallard
Paula has 31 years experience in the insurance industry in administration, marketing, underwriting, service and new business processing. Paula provides sales and service support to Gary Stallard in life insurance and related products. Her broad base of experience is invaluable in helping to meet our client's expectations.
Professional Accreditations:
Group I Life and Health License
Contact Information:
Phone: 214-443-2403
Fax: 214-443-2424
E-mail: pcall@ipsadvisors.com
Jennifer Hester
Senior Marketing Assistant for Rod Sager
Jennifer has been In the industry since 2001. Her focus is providing appropriate product solutions for the client. She prepares life proposals for prospective and current clients. She assists in utilizing multiple vendor software programs, and her product knowledge to develop competitive product strategies for all of Rod Sager's clients.
Education:
The University of North Florida; Bachelors of Business and Administration
Financial Services and Planning
Professional Accreditations:
Group I Life and Health License
Contact Information:
Phone: 214.443.2420
Fax: 214.443.2424
E-mail: jhester@ipsadvisors.com
Kimberly Klumb
Executive Assistant to Rod Sager
In the insurance industry since 1991, Kimberly provides administrative support to Rod Sager in the operation of his sales unit. With her broad knowledge and organizational skills, she maintains scheduling and administrative duties for Rod Sager as the managing principal of IPS Advisors.
Education:
Dallas County Community College
Contact Information:
Phone: 214.443.2411
Fax: 214.443.2424
E-mail: kklumb@ipsadvisors.com
Adam Masten
Manager of Life Insurance Planning Services
Adam is responsible for the daily operations of the Life Insurance Department, including product review, process and procedures, personnel management, sales training for employees, review of vendor contracts, and negotiations with insurance carriers. He also manages production and sales for the firm's Life Producers. Prior to joining IPS Advisors, Mr. Masten began his insurance career in 2004 and was a Business Development Manger with National Financial Partners and a Financial Representative with Washington Mutual Financial.
Education:
Oregon State University
Bachelor of Science, Liberal Studies
Professional Accreditations:
Group I Life & Health License
Registered Representative with NFP Securities, Inc.
Memberships:
Dallas Estate Planning Council
National Association of Insurance and Financial Advisors,
Member of NAIFA's Young Advisor Team
Society of Financial Service Professionals, Co-chair membership committee
Contact Information:
Phone: 214.443.2485
Fax: 214.443-2424
E-Mail: amasten@ipsadvisors.com
Raynie Reizen
New Business Coordinator
Raynie has experience in the insurance industry in administration, marketing, underwriting, licensing, service and new business analysis since 2004. She provides sales and underwriting support to Dick Bass, Ken Smith, Dale Scofield, Patrick Flanagan and Jay Lewis for life insurance and related products. Her broad base of experience is invaluable in helping to meet our clients' expectations.
Education:
Central Michigan University
Bachelor of Business Science
Professional Accreditations:
Group I Life & Health License
Contact Information:
Phone: 214.443.2422
Fax: 214.443-2424
E-Mail: rreizen@ipsadvisors.com
Renata Searcy
Director of Advanced Marketing for Rod Sager
Renata has worked in the insurance industry in marketing, underwriting, service and new business processing since 1985. Renata provides sales support to Rod Sager in the sale and administration of life insurance and related products by submitting and tracking underwriting of all cases, troubleshoots underwriting problems and negotiating offers.
Professional Accreditations:
Group I Life and Health License
Contact Information:
Phone: 214.443.2413
Fax: 214.443.2424
E mail: rsearcy@ipsadvisors.com
