Support Team

We have a Virtual Administrative Support Team that can help you with account enrollment, account changes, client login instructions and general information about your account.

Kim Creque

Kim’s background delivers over 20 years of experience in Financial Service providing back-office support to the various needs of the Independent Financial Advisor.

 

 

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Michelle Dillman

Michelle brings with her over 13 years of new business and annuity operations experience where she held a Series 6 license.  She transitioned into IT Development and worked as a systems analyst developing processes and procedures for annuity operations.