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