Sales & Marketing

(919) 834-7937 / (800) 283-8376 (TERM)
or the phone number listed under an individual’s name

Angela Mcilvain, CLTC
Partner, Brokerage Sales

Annuity, Life

Brook Carrigan
Brokerage Representative


Chris Carrigan, CLTC
Partner, Brokerage Sales


Jeff Arsenault
Sales Consultant

Annuity, Disability, Group Benefits

Julia Sheppard, CLTC
Sr. Brokerage Manager
(336) 340-1858

Informal Quotes, Disability, Life

Lauren Swygart
Brokerage Account Rep.

Broker Liaison

Lyman Kiser
Sales Manager

Informal Quotes, Annuity, Disability, Life

Marshall Clement, CLTC, LTCP
Dir. of LTC Planning Solutions
(336) 339-0593

Long-Term Care

Melinda Barber, MBA, FLMI
Marketing Director

Promotional Materials, Programs, Website

Michael Huffman
National Sales Representative

Broker Relations

Paul Long
Brokerage Representative
(401) 921-0500

Independent Sales Representative

Quindallyn Kreckman
Executive Administrative Asst.

Administrative support

Teresa Smith, ACS, CLTC
Sr. Brokerage Manager

Informal Quotes, Life, Long-Term Care

Sharon Allan, RHU, CLTC
Wealth Preservation &
Asset Distribution Specialist
(704) 968-7624

Life, Linked & Hybrid Life/Long-Term Care, Long-Term Care (individual & group)

New Business

Ioanna Schmidt30New Business Case
Michelle Carliles36New Business Case Manager/LTCi Support
Tanya Wilson16Director of New
Yvette Wall23New Business Case Manager,
Informal & Trial App U/W Specialist

Licensing/Contracting, Commissions, Administration

Name Ext. Title Specialty Email
Christine Barbour 15 Licensing/Contracting Specialist Contracting/Appointments
Dawn Narron 37 Accountant Commissions
Lindsey Jenkins 28 Administrative Assistant Contact/Address Changes
Home Office — Raleigh, NC
3820 Merton Dr., Suite 100 (27609)
P.O. Box 20729, Raleigh, NC 27619
Office: 919.834.7937
Toll-Free:  800.283.TERM (8376)   
Fax:  877.821.7191