Life Insurance Portfolio Management Staff
Amy Blanchard
New Business/Client Service Coordinator for Rod Sager
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
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 meeting 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
Kimberly Klumb
Senior Administrative Assistant for
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
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
Jennifer Young
Senior Marketing Assistant for Rod Sager
Jennifer has been In the industry since 2001. Her focus is providing the best product solution 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 the most competitive product strategy 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: jyoung@ipsadvisors.com
