Centers of Excellence

Life Insurance Channel

The Life Insurance Center of Excellence helps agents grow their life insurance business by providing robust sales tools, training, and proprietary products.

Brian Schneier

Life Insurance Channel Lead

Jacob Stern

Jacob Stern

Life Insurance Channel Lead


The Independent Center of Excellence helps financial advisors realize their dream practices by providing creative, integrated, and cutting-edge marketing platforms, innovative process-planning tools, training and premier assets under management, and insurance solutions with exceptional service.

Dave Vick

Independent Channel Lead

Financial Operations

The Financial Operations Center of Excellence is responsible for back-office operations, commissions, IT systems and infrastructure to ensure best-in-class tools and capabilities for our advisors.

Leigh Smith

Financial Operations Lead