BUCKEYE LIFE BROKERAGE - Key Persons
Anne has been in the insurance industry for thirty-six years. She began her career
Job Titles:
- President
- Financial Advisors
Jason assists financial advisors around the country with their clients' estate and business planning, life insurance planning, long term care and disability needs. Jason works closely with a team of specialists in many areas of financial planning and advises clients with both simple and complex planning strategies. With his strong background in insurance sales his knowledge of case design, impaired risk underwriting, and carrier niches, Jason is determined to help his trusted advisors expand their business.
Jason has been active in local organizations such as NAIFA and the Financial Planners Association. Jason is married and has two children and resides in Dublin, Ohio. Aside from spending time with his family and friends he is an avid golfer and OSU athletics. Jason has his Series 6 and 63 licenses along with his Insurance Licenses.
What's better than bouncing your case off of a highly skilled and respected underwriter? Jonathan brings over three decades of dedicated home office underwriting experience to the table. Serving as the past educational director and president of the Home Office Life Underwriters Club of Greater NY and former Chief Underwriter at MONY Life Insurance, he has experience working with re-insurers and placing coverage for highly complex and impaired risk cases. As the agency's specialty underwriter, Jonathan has in-house writing approval for $25,000,000 and second sign up to $50,000,000.
Marcia has been in the insurance industry for over 40 years. She began her career in the underwriting department of a large insurance company and moved into sales and marketing for one of the largest Brokerage General Agencies in the country. She can assist you with client solutions and difficult to place risks as well as providing you with illustrations to meet your client needs. You will find her helpful with home office underwriting, policyholder service and overseeing the administrative functions of Buckeye Life Brokerage.