Return to Homepage
FSRI

Retirement Essentials Inaugural Class

The new Certificate in Retirement Essentials provides an overview of the retirement marketplace and a strong foundation in retirement principles, products and planning. The three courses within this first level of the Fellow, Secure Retirement Institute™ (FSRI™) program are available in a highly interactive online format and will provide you with a strong foundation of retirement knowledge.

Nearly 600 industry professionals completed the Certificate in Retirement Essentials (FSRI Level 1) before December 31, 2014, and earned the distinction of becoming the Retirement Essentials Inaugural Class! Congratulations to the following individuals…we wish you the best for continued professional success.

AEGON Financial Partners

Kathleen Cress
Keri Torrey

Aegon USA, LLC

Matthew Anderson
Judy Brewer
Karen Bullard
Katherine Bures
Douglas Richard Busness
Barbara Hand
Mike Hayes
Joshua Rubel
Angela Stransky

AIG Life & Retirement

Richard Blumberg
Linda Freker
Karen Hall
Coleton Hutchins
Victor Saabedra
Christina Webster

Allianz Life Insurance Malaysia Berhad

Li San Goay

Allstate Life Insurance Company

Walter Berkowicz
Donna Janicki

Allstate-Lincoln

Samantha Mai-Nguyen
John Nellessen
John Otte
Stanford Sipple

American Council of Life Insurers (ACLI)

Kristin Abbott
Michael Rowden
Jaclyn Walkins
Paula Witt

American Equity Investment Life Ins. Co.

Marie Adkisson
Susan Bentler
Raymond Champlin
Jill Cook
Bryan Crowder
Patrick Freund
Cindi Grandstaff-Lee
Karen Greif
Jerilyn Hunt
Nicole Ihrig
James Jones
Aaron Kurowski
Brian Maschka
Denise Potter
Diana Rupe
Brad Schwarz
Brenda Westvold
Cheri White
Beth Wilcox
Shannette Williams
Donald Wood
Heather Worthington

American Fidelity Assur. Co.

Diana Bittle

American Heritage Life Ins. Co.

Judy Nelson

American Institute for Chartered Property Casualty Underwriters

Everett Randall

American National Ins. Co.

Philip Chairez
Chad Greenough
Stacey White

American United Life Ins. Co.

Adam Itczak

Ameritas Life Ins. Corp.

Adam Barrickman
Therese Border
Bonnie Chambers
Mary Chmelka
Jennifer Friesen
Lorrie Herel
Jay Jurrens
Michele Luke
Jacob Messick
Kim Moeller
Eric Ojeda
Robin Peterson
Megan Timperley
Teri Tran
Mark Troupe

Asia Assistance Network (M) Sdn. Bhd.

Eng Bee Tan

Assumption Mutual Life Ins. Co.

Charline Gaston Ghislain Noel

Auto-Owners Life Ins. Co.

Matt Sheidler

AXA AFFIN Life Insurance Berhad

Stellia Djapri

AXA Equitable Life Ins. Co.

Denita Rivers
Mary Button
Wendy Garofano

BAF Insurance Company Cayman Ltd.

Michael Francis

Bankers Life & Casualty Co.

Lucy Sutton

Beneficial Financial Group

Michael Maughan

CLICO [Trinidad] Limited

Claire Alexander
Allana Ali
Hasheema Alladin-Sampson
Shelly-Marie Benjamin
Sheldon Chong
Tennille De Peza
Deborah King
Tanisha Lewis
Sabita Persad
John Robinson
Allyson Simon-Hackett
Carleen Valdez

CMFG Life Ins. Co.

Brian Schilling

CNO Financial Group Inc

Thomas Barta
Kevin Buswell
Bradley Eadie
Matthew Elser
Leanne Holman
John Johnson
Rachel Luckew
Janette Ostrander
Landon Toll

Cognizant Technology Solutions India Pvt. Ltd.

Durba Palav
Govind Pandya
Abir Roy

Colina Insurance Limited

Tequila Lakell Knowles

Colonial Penn

Tina Muheim

Colorado Bankers Life Ins. Co.

Randy Ronne

Combined Ins. Co. of America (Canada Branch)

Kevin Bryant

Companion Life Ins. Co.

Bradley Miller
Keith Shah

COUNTRY Financial

Mark Bateman
Nicholas Baumann

CSC Financial Services Group

Carol Lynn Christen

Dearborn National Life Insurance Company

Michael Hughes

Dell Services

Rajeev Arora
Amanda Brand
Jack Cornelison
Jeremy Ernst
Angela Peterson
Robert Rosenberry
Jeremy Thiel

Ebix Consulting

Kathleen Baillargeon
Gary Parent

Equitable Life & Casualty Insurance Company

Jennifer Wilson

Farmers New World Life Ins. Co.

Karen Lane
Lisa Petersen

Federal Life Ins. Co.

Kathleen Austin

Fubon Life Insurance Co., Ltd.

Hsiu-chen Wu

Genworth Financial

Sarah Davis
Nancy Irby

Gerber Life Ins. Co.

Judith Alderink

Gleaner Life Ins. Society

Gin Donna
Wallace Taylor
Joshua Van Camp

Great American Financial Resources, Inc.

Barrett Boswell
Jeff Chaplin
Mark Helmers
Natalie Kullgren
Teresa Murphy
Elizabeth Orsborn
Matt Rich
Cassandra Weinel

Great-West Life Assur. Co.

Wing Chi Lo
Mylee Santiaguel

Guardian Life Ins. Co. of America

Stuart Breitkopf
Charles Golden
Jean Hauser

Hannover Life Reassurance Company of America

Michele Scriven

Horace Mann Life Ins. Co.

Trisha Davis
Lisa Flammini

IBM Corp.

Paula Hurst

Independent Students

Mandi Beauchaine
Jan Hermann
Kylee Lacson
Michael Mineo

Industrial Alliance Insurance and Financial Services Inc.

Majorie Bélanger
Nicolas Carrier

Jackson National Life Ins. Co.

Melissa Allen
Michael Beard
Joshua Giller
Wes Hiter
Dominic Kanan
Todd Larson
Robert Laske
Daniel Libby
Michael McElwain
Tom McIntire
Kimberly Sweeter
Alex Trautman
Joshua Wing

KSKJ Life, American Slovenian Catholic Union

Matthew Watson

Legal & General America, Inc.

Nicholas Amato
Daniel Benfield
Eric Garrett
Jeremy Howard
Cynthia Johnson
Aloma Mushahwar
Monica Snyder
Matthew Staudt
Katelyn Vaughan
Marjorie Wenzel
Peimee Wuor

LFG — Underwriting & New Business Department

Ronald Bishop Katherine Moulton

Liberty Mutual Group

Susan Tse

Life and Specialty Ventures Group — West Little Rock

Brenda Ballard

LIMRA International

Matthew Drinkwater
Mark Paracer
Nathan Pearce
Kathleen Rook
Cecilia Shiner
Robert Wilhelm
John Wilson

Lincoln Financial

Charles Zettel

Lincoln Financial — Concord Office

Frank Deschenes
Georgeanna Drabble
Jodie Gedeon
Brian Kraus
Megan Laramie
Deborah Matott

Lincoln Financial — Fort Wayne Office

Bennet Alexander
Tammy Beatty
Elizabeth Burget
Brian Clark
Margie Crabtree
Breanna Dennis
Eric Dulworth
Michael Fox
Katy French
Nicholas Goyal
Jordan Heller
Kyle Hissong
Lynn Hundersmarck
Sarah Peake
William Pulford
Susan Satchwill
Amber Scott
Brad Stoffer
Nicole Welker
Virginia Zimmerman

Lincoln Financial — Greensboro Office

Kevin Boddie
Jutillia Graham
Tanisha Peak
Tia Ramsey
Ra’Shawd Rhem
Marcel Vinson

Lincoln Financial — Hartford Office

Kenneth Benoit

Lincoln Retirement Financial Services

Jennifer Benson
Christine Hall
Kathleen Litchfield

LOMA

Ina Allison
Joann Appleton
Kathryn Brown
Carie Crane
Toddrick Echols
Sandra Fowler
Gina Godbout
Ted Hatcher
Kevin Head
Vivian Heeden
Suellen Heintz
Cynthia Henry
Sonya Hurt
Lisa Kozlowski
Brian Laframboise
David Lewis
Gary Lineberry
Jessica Merten
Elizabeth Mulligan
Mary Naismith
Kathleen Ryan
Susan Vlass
Shannon Wortman

London Life Ins. Co.

John Colling
Jiansong Lin
Carolyn Ryan
Charissa Untalan

Manulife (Singapore) Pte. Ltd.

Samantha Tay

Manulife Financial

Natalya Nakonechnaya

Massachusetts Mutual Life Ins. Co.

Michael Crough

MetLife — Americas Operations

Jason Carrillo
Johanna Douglas
Frances Sirvio
Barbara Valdes

MphasiS Limited

Mallikarjuna Rao Golla

MTL Ins. Co.

Delores Biegun
Kathleen Biwer
Jennifer McCarthy
Kimberly Muirhead
Thomas Strickler
James Vegeais

Mutual of America Life Ins. Co.

Francesca Banchero
Barbara Brauner-Klasewitz
Lisa Gamache
Diana Glynn
Marc Miller
Jessica Orue
Lori Scheiner

National Life Ins. Co.

Minh Pham

National Mutual Benefit

Jenna Dunker
David Mekelburg
Katherine Zoellner

National Teachers Associates Life Ins. Co.

Renita Brown
Trena Johnson
Nancy King
Chantel Lovelace
David Mather
Margaret Mburu
Morris Montgomery
LaQuisha Williams

Nationwide Life Ins. Co.

Michael Burkhart
Pey-Fen Chiu
Jessica Dowdy
Edward Drue
Susan Dunn
Ashley Gillespie
Lauren Glovac
Janaris Howell
Clayton Irwin
Sheryl Janney
Rosetta Jenkins
Min Li
JenniferLin
Glenn Matthews
Amy McEntire
Kathleen Pollock
Eric Schmitt
Christopher Shenesky
Gwendolyn Slate-Coles
Siying Sun
Corey Trusso

New York Life Ins. Co.

Aaron Armstrong
Eric Benson
Gabriel Bonebrake
Melinda Browning
Marie Chambers
Srinivasa Chekuri
Daniel Clarke
Keri Cobb
Lisa Doherty
Brooke Furz
Mitchell Gandelman
Walter Gonzalez
Bob Gorney
Eric Gourdin
Christopher Gregoire
Mark Hamilton
Kaitlin Hansman
Linda Hill
Sonia Johnson
Sara Kempfer
Terry King
Rena Konaka
Muthu Kuttaiyan
Jaimie Kwok
Ann Lombardo
Haneefah Marchbanks
David Marshall
Albert Massey
William McNicol
Jennifer Monachino
David Piccolomini
Renee Roberson
Robert Rosenbaum
James Roth
Kathy Scott
Merima Shaba
Blaise Shindledecker
John Six
Ryan Smith
Felix Stoliar
Aaron Strassburger
Jammie Sujishi
Cynthia Szabo
Mario Telesca
Victoria Threlfall
Andrew Voutsinas
Clarissa Williams

Northwestern Mutual

Yogesh Bansal
Tim Hertel
Kellie Irish
Lia Koutecky
Donald Larson
Allan Lindsay
Dale Pauly
Eric Peterik
Jessica Turnbull

Ohio National Life Ins. Co.

Patricia Fioratti
Christopher Hayes
Jessica Helton
Shirley Horner
Jaclyn Johnson
Pamela Johnson
Scott Kaplan
Kyle Kindler
Dexter Meier
Jennifer Moore
Katherine Riley
Lauren Roller
Lindy Schwallie

Pacific Life Ins. Co.

Susan Marie Andersen
Dustin Crenshaw
Larry Gardner
Jennifer Zurek

Pekin Life Ins. Co.

James Kokos

Penn Mutual Life Ins. Co.

Adrian Noble
Stephen Phillips
Mark Rowlands
Chun Chiu Yu

Phoenix Life Ins. Co.

Michael Zanta

Physicians Life Ins. Co.

Lisa Struz

Pramerica Systems Ireland Ltd

Rachel Tsokeng

Principal Life Ins. Co.

Craig Grundmeier

Protective Life Ins. Co.

Elizabeth Zaiontz

Prudential Hong Kong Limited

Wong Ka Wing Joe

Resource Insurance Consultants, Inc.

Derek George

RGA Life Reinsur. Co. of Canada

Adrian Gagiu
Jean-Francois Renaud

RGA Reins. Co.

Cynthia Eason-Manning

Sagicor Life Inc.

Eloise Gillette
Timothy Leon
Gail Trotman-Roach

Sagicor Life Insurance Company

Erica Johnson

Sammons Financial Group

Jermey Morris
Jesse Reinking
Tony Schwantes
Joshua Woodard

SCB Life Assurance Public Company Limited

Nattinee Issaratikul
Sureeporn Khaomuangnoi
Kessirin Lertpoonthanes
Yupinporn Nanamchiew
Wararat Pandumri
Kanokporn Pluemsunthia
Chalida Pongsangiam
Chanabodin Pongsangiam
Jeerawat Pumnikom
Supaporn Sata
Nuntiya Suwan
Supaporn Tongklom

Securian Financial Group

William Roy
Joshua Schwemmer
Paula Yager

Security Benefit Life Ins. Co.

Dwight Keeling

Security National Life Ins. Co.

Jennifer Golden
Diane Madsen
Maria Mitchell
Diana Olson
Aaron Searle
Nicole Wasson

Southern Farm Bureau Life Ins. Co.

Judy Ann Adams
Winnie Andrus
Cynthea Bailey
Liz Barnhart
Wanda Beckwith
Cynthia L. Blakeney
Christopher Burchfield
Earlene Cavett
Janice Cox
Cassandra Davis
Robin Davis
Lily Eaton
Mindy Edwards
Bernice Finley
Mary Gibson
Jean Godwin
Amanda H. Grisham
Gwendolyn Harris
LaTonia Hart
Debra Hauptman
Dena Henry
Brandon Hodges
Loria McLellan Hyslop
Debbie Jones
Jason Lewis
Dianna Little
Shellie Renee Maheu
Terrance McInnis
LaTonya McKay
Beth McLellan
Sharon Moody
Cynthia Mooney
Susan M Morgan
Jessica Morrison
Kyle Neely
Penny Noland
Onida Parrent
Dan Payne
Daniel Payne
Monty Permenter
Sherry Lynn Reel
Todd Rinewalt
Jamie L. Salvo
Ryan Saxton
Margaret Sharkey
KaSandra Simpson
Lakisha Simpson
Judy Sims
Machell Story
Charlotte Strahan
Janice Taylor
Jo Lynn Taylor
Donna Sue Ward
Rena Warren
Johnnie Washington
Cindy Wilks
Drew Williams
Deborah Wilson
Cherie Withers

SSQ Société D'Assurance Vie Inc.

Melisa Diaz

Standard Life Assur. Co.

Daniel Bartlett
Shant Kojakian

State Farm

Jeffrey Aleman
Adam Augspurger
Andrew Borth
Matt Chamberlain
Oren Dade
Derek DeWeese
Brenna Dwyer
Jerry Ellerman
Lori Engolia
Wayne Francisco
Scott Hoppa
Patrick Jackson
Benjamin Leifheit
Richard Liesse
Kayla Murphy-Martin
Justin Parish
Travis Rempe
Eric Shaw
David Steele
Janine Stone
Michael Sullivan
Kev Varney

Sun Life Financial (U.S.) Holdings, Inc.

Lindsey Engel
David Koenig
Armand Wray

Texas Life Ins. Co.

Ronnie Rummel

The Empire Life Insurance Company

Tanya McLaughlin
Luke Woolliscroft

Thrivent Financial for Lutherans

Jennifer Nirschl

TRANSAMERICA Life & Protection

Joseph Mallon

Transamerica Premier Life Insurance Company

Alene Corcoran
Christopher Goggin

United American Ins. Co.

Amy Baker-Vega
Karim Charaniya
Mariza De Leon
Daisy Hamilton
Paul Papciak
Rebekah Walsh

United of Omaha Life Ins. Co.

Peggy Kriha

United Teacher Associates Ins. Co.

Denise Caron

Unum

Emily Dell

USAA Life Ins. Co.

Scott Hawthorne

Vantis Life Ins. Co.

Traci Cosgrove

Western & Southern Financial Group

Kathleen Daudistel

Western Fraternal Life Assoc.

Julie Cole

Woodmen Life

Mary Guest

World Financial Group

Crystal Trotter

 


See the SRI 210 Intro Video

SRI 210 Intro screen

Try the interactive demo
for SRI 210!

    Retirement Events