IGROUP - Key Persons
Bruce has thirty years of experience in the life insurance industry as a top producer then as a corporate executive with four insurance companies building distribution. He currently serves on the agency advisory board for a major insurance company. As a veteran of the life insurance industry, he has extensive experience in helping life brokerages grow through effective recruiting strategies and innovation. With his experience and the iGROUP platform of recruiting systems and technology platforms, he can help your agency achieve your growth goals.
Chris Simpson received his life insurance license and started selling while still in college. He started with kitchen table selling with mortgage protection leads. He joined iGROUP in 2011 and began with life recruiting. In 2015 he was named the Sales Director of Annuities with iGROUP. In 2023 Chris was named Head of Life and Annuity Sales with iGROUP. Chris lives in Austin, Texas with his wife, Kathryn, and their son, Alex.
Job Titles:
- Member of the Leadership Team
- President
Jennifer joined iGROUP in 2004 and focuses on helping agencies grow and sustain their success. Previous to iGROUP, Jennifer worked as a consultant for 8 years helping clients succeed by focusing on business strategy and technology, an interest that developed in part from her experience working for the Atlanta Committee for the Olympic Games from 1994-96. Jennifer graduated from Harvard University and has an MBA from the Darden School at the University of Virginia.
Kelly Walsh joined iGROUP in May, 2010 as a Marketing Support Associate. With over 18 years experience in marketing, operations management, sales support and field training, Kelly brings a wealth of experience to ensure top level service and professionalism to our agencies. From 2002 through 2009, Kelly held various management roles at Old Mutual Financial Network's home office. Her experience included conducting field training and developing sales teams to assist agents in increasing sales. Previous to her role at Old Mutual Financial Network, Kelly worked for 10 years in the sales and marketing home office at Conseco, Inc. She has completed 5 of the 8 courses for her CLU designation.
Sheryl has over 24 years in the insurance industry, with a focus on marketing and administration. Since joining the organization in 1999, Sheryl has been focused on helping agents and agencies grow their business. Sheryl graduated with a B.S., Business Administration from Francis Marion University, Florence, South Carolina.
Shirley joined iGROUP in January 2010 as a Marketing Specialist. She has more than three decades of experience in the life insurance industry working for companies such as Nationwide Insurance and Old Mutual Financial Network, where she held numerous management positions in sales support, marketing, operations, and field relations. Shirley's proven sales and account relationship experience coupled with her knowledge of many core life carriers and their business model puts her in the perfect position to assist the iGROUP Marketing Organizations grow their business. Shirley holds a business and marketing degree, as well as her FLMI and ACS insurance designations.
Job Titles:
- Founder
- Member of the Leadership Team
Steve started his career in the insurance industry in 1991 while attending George Mason University, and working as a life agent selling in the family market. In 1992 Steve partnered with his father Larry Earl, to form Oak Tree Financial, an agency catering to the training and management of independent life agents. In 1996 Larry and Steve formed the iGROUP (insurance Group); created to help growing agencies achieve greater success by showing them the tools and techniques that led to the success of Oak Tree Financial. Steve has spent his entire career building product roll-outs with insurance companies, recruiting agents, mentoring agencies, and developing marketing systems to help producers generate greater income.