Meet the Team

Marc Strumpf, CLTC
Marc started working with 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.

Candace Davidson
Case Manager
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
Marketing Associate/Life Lines Contracting
Sandra joined BSI in 2007, and has worked in several departments supporting multiple functions. She is able to quickly assist you with our web site, run proposals and help you with pre sale back office support. She assists with updating our web site and helping keep our agents informed of changes with our carriers and products. Sandra is also responsible for life carrier appointments.

Kim Leggieri
Commission Accounting
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.

Founding member of The Marketing Alliance
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Copyright © 2011 Romore Associates, All rights reserved.

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 Green
Assistant Case Manager/Health Lines Contracting
Tammy joined BSI in 2008. Tammy is responsible for LTCi, DI and Guarantee Issue case management. 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 is also responsible for making sure each agent is properly credentialed and appointed with the carrier for Long Term Care and Disability.

Donna Winterstine, CLTC
Senior Marketing Associate
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.