Managing Principals

Kevin Arsham

Principal

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Kevin Arsham is a 30-year veteran of the financial services industry, serving for 17 years as President of Liberty Financial Resources and now as Principal for Simplicity Marketing. A hallmark of Mr. Arsham’s success has been his educational approach to the business. Thousands of successful agents and clients have utilized and benefited from his educational seminars on topics such as estate preservation, college funding and Social Security claiming strategies. Mr. Arsham is also certified and teaches Continuing Education courses to agents and financial advisors across the country.

Mike Bartolotta

Principal

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Bio information coming soon.

Jason Chaifetz

Principal

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Jason Chaifetz has been in the IMO business since 2005, where he began his career as a recruiter. In that time, he recruited over 2000 advisors and helped the organization grow to over $1 billion in annual annuity sales. In 2013, he partnered with Jamie Cline and started WealthWise Partners.

Jamie Cline

Principal

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Jamie Cline started his career in the financial services industry in 2003, serving in both the wholesale and retail ends of the business. Over the last 14 years, Mr. Cline has educated and consulted over 1,000 advisors in growing their practices. In 2013, he partnered with Jason Chaifetz to create WealthWise Partners, an IMO focused on providing innovative ideas and solutions to advisors.

Dominic Cursio

Principal

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Bio information coming soon.

Mike Dressander

Principal

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Mike Dressander is a 34-year veteran of the insurance industry, serving as the president of Dressander for 30 years, and now as Principal for Simplicity Marketing. Throughout his career, he has served on advisory boards for several major annuity companies. This has allowed him to keep a pulse on agents’ needs—helping him quickly adapt to the constantly changing annuity marketplace by introducing cutting-edge prospecting and sales tools. Mr. Dressander was a pioneer getting high end producers to mentor and coach reps to bring their practices to the next level. Through the years, he has personally met well over 10,000 agents.

Jarrod Fisher

Principal

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Bio information coming soon.
Ed Prewitt

Ed Prewitt

Principal

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Ed Prewitt has over 25 years of financial services experience and is currently Principal and Chief Marketing Officer of Imeriti Financial Network (IFN). His background includes 19 years at Allianz Life/Life USA as a lead trainer and Senior Sales Vice President for the west and midwest regions.  In 2008, Nathan Zuidema and he formed RZFinancial Network, and in 2012, merged this firm with Imeriti to become IFN.

Brian Schneier

Principal

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As Executive Vice President and Chief Marketing Officer, Brian Schneier uses his sales and marketing experience to help position Imeriti as one of the top insurance marketing organizations in the nation. Recognized as an entrepreneur and innovative leader, Mr. Schneier is responsible for leading strategic sales and marketing projects vital to the long and short term success of the company. He has over 15 years of experience in the insurance industry and is a Life Advisory board member at Allianz Life Insurance Company.

Leigh Smith

Principal

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Leigh B. Smith, CLU, is a driver for success. As President of Asset Protectors & Advisors, she works with producers to grow their business using innovative sales ideas, cutting-edge technology, and marketing that delivers.

Ms. Smith believes that financial services is about more than just numbers, it’s about people. Throughout her many years in the industry, one thing has been consistent – her passion for the work that helps make lives better for the families and friends in our communities.

Ms. Smith has vast experience in the world of financial services working in a variety of roles. From wholesaling, to heading up marketing for a carrier, to helping lead one of the largest FMOs in the country, those that have worked with her will tell you that her focus has always been on creating an exceptional agent experience.

Jacob Stern

Jacob Stern

Principal

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Jacob Stern began his career more than 17 years ago, focusing on business strategy, project development, client management, and team leadership. Today, as President of Imeriti Financial Network, he works with insurance agents and agencies, broker-dealers, and financial institutions to provide a premier product offering, high-quality education and training, and extensive marketing support.

Dave Vick

Principal

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Dave Vick is responsible for building Simplicity’s safe-money “ABC” planning system and college workshops. He leads the development of some of Simplicity’s most important proprietary marketing programs and is leading the development of the next generation of planning systems and lead generation programs.

After many years in pastoral ministry, Mr. Vick began his financial services career in 1992, becoming an immensely successful planner and top producer. He later joined Simplicity Marketing as their national sales manager and field mentor.

A gifted educator, Mr. Vick writes, speaks and shares sales and marketing techniques with multiple publications and producers. Thousands of successful agents, attorneys, and CPAs have been trained in his prospecting and selling techniques, with great success. Not only is Mr. Vick a mega-producer, but his marketing techniques have helped other agents produce over five billion in annuity premium since 2000.

NATHAN ZUIDEMA

NATHAN ZUIDEMA

Principal

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Nathan Zuidema is the Chief Operating Officer and Chief Financial Officer of Imeriti Financial Network. He runs the day-to-day operations and financials of the company as well as oversees new business, contracting, accounting, compliance and suitability. Mr. Zuidema has over 14 years of experience in the financial services industry. In 2003, he started his first marketing organization, RZ Financial, then in 2008, he partnered with Ed Prewitt to create RZ Financial Network. Mr. Zuidema served as a member of the Government Relations Committee and now serves on NAFA’s Board of Directors Executive Committee and the NAFA PAC board. In 2012, the Wright County Economic Development Partnership honored Mr. Zuidema with its Outstanding Entrepreneur of the Year Award.