Meet The Team
Marc
started working at BSI in 2008. Marc trains and assists brokers with their
long term care insurance sales. He consults with agents on plan design, company
selection, underwriting, and providing sales support in the field. He is also
available for client seminars. Marc, who was formerly an LTC specialist for
Mass Mutual, has won many prestigious awards, including Mass Mutual’s
LTC Specialist of the year award.
Jaimee
started her career with BSI in 2006. She was promoted to new business manager
in 2009. Jaimee’s niche is underwriting tough impaired risk cases. She
is also well-versed in financial underwriting. Jaimee will be your advocate
to the underwriter to get the best possible offer for your client. Jaimee handles
high profile/large cases and long term care. She will keep you informed every
step of the way, doing whatever is necessary to get your case issued with the
best possible offer.
Candace
joined BSI in 2007. As a Case manager Candace handles all application screening
for Life and Annuity cases. Candace will keep you informed each step of the
way, with pending case status, which includes the ordering of attending physician’s
statements and any other requirements needed. Candace works hard to get your
policies issued as quickly as possible.
Sandra
Bolia
Case Manager/Health Lines Contracting
Sandra
joined BSI in 2007, as a Case manager Sandra handles all application screening
for Life and Disability cases; Sandra is also responsible for LTCi and DI licensing
and appointments. She will keep you informed each step of the way; with pending
case status, which includes the ordering of attending physicians statements
and any other requirements needed. All of our case managers work hard to get
your policies issued as quickly as possible
Tammy
Green
Life Contracting/New Business Support
Kim
has been with BSI since 2005. Kim works behind the scenes on corporate licensing
and accounting. Kim is here to assist with complex commission inquiries.
ANDREA
D'AOUST SAFFORD PRESIDENT
SUZANNE
M. SARGENT
VICE-PRESIDENT
As
owners of BSI, we are proud of the level of service and quality of products
that we have provided to the brokerage community for the last
30 years. Whether it is the most competitive life product, long-term
care plan, or challenging impaired risk case, we deliver the best solution
for your client. Our team is dedicated to providing efficient and reliable
service and we take pride in going the extra mile for our brokers.
Jeana
has been in the financial service business since 1992, with 13 years experience
in the insurance industry, Jeana can negotiate the tough cases for you.
She handles advanced case design, underwriting jumbo cases, and group long-term
care. Jeana also oversees the underwriting and sales departments and can
handle any escalated issue.
Tammy joined BSI in 2008. She is responsible for making sure each agent is properly
credentialed and appointed with the carrier. Tammy assists the new business
team with pre-screening and inputting applications. Tammy also ensures that
your application is sent to the carrier within 24 hours.
Candace
Davidson
Case Manager
Jeana
Wolf ACS, AIAA, CLTC
Marketing/Operations
Manager
Kim
Leggieri
Commission Accounting
Donna
Winterstine, CLTC
Senior Marketing Associate
Marc
Strumpf, LTCP, RSA
LCTi Specialist
Donna has been with BSI since 1999. Donna specializes
in running your permanent life, long-term care, or annuities illustrations.
She can help with specific product questions or simply find the best rate
for your client. Whether it is getting a quick quote for an impaired risk
case or finding the best long-term care plan, Donna can help you find the
best plan and price for your client.
Jaimee
Johnson
New Business Manager