Good Company - InSource

S In ource

INC.

Good company on a journey makes the way seem shorter.

www.insourcemg.com 8500 Keystone Crossing, Suite 300 (800) 732-1489 Indianapolis, IN 46240 www.insourcemg.com (800) 732-1489

S In ource Who we are.

What we do.

Be Great At What You Do.

INC.

InSource is a full-service financial solutions company.

Utilizing technology-driven sales processes, our business model employs a sizable and veteran sales force. Our scope of coverage is nationally led by an executive team with extensive industry experience.

We invest in the tools and processes needed to enhance the advisor experience and increase the speed to close business.

Earning the trust to be a true consultative partner is the hallmark of our success.

our people make the difference

InSource

INC.

Your Source for Financial Solutions

Executive Leadership

Jim Nickens

Gregg DiGeronimo

Meghan Eddy

Greg McCormick

President

Executive Vice President National Sales Manager

Executive Vice President National Accounts

National Sales Director

Former Senior Vice President and Sales Manager for Key Investment Services LLC (KIS) providing sales leadership to 20 financial advisors in Eastern NY and VT. Prior Regional Investment Sales Manager and Vice President for NatCity Investments, responsible for managing 32 advisors in the state of Indiana.

Former Vice President and Affiliate Sales Manager for Fifth Third Securities in Toledo, OH.

Previously Managing Director for Axio with a focus on strategic relationship and developing new business.

More than 26 years experience specializing in bank broker dealer and independent channels. Prior National Sales Manager at Navian Capital; President of FirstMerit and AmTrust; National Sales Manager at Key Investment Services.

Resides in Golden, CO. More than 13 years of industry experience, amassing critical perspective in all areas of wholesaling.

Provides key insight for go-to-market strategies.

A graduate of Denison University, she holds Series 6, life insurance licenses and promotes a true relationship-based model emhasizing the highest level of service and support.

Joined the InSource team as an Internal Sales Specialist in June of 2011, after graduating from the University of Arizona. Promoted to Regional Vice President in 2014. Pivotal role in enabling the InSource brand as a leading national distribution agency and its long-standing philosophy of consistently doing what is best for the client.

our roots run deep founded in 1987

Regional Map InSource, Inc.

800.732.1489

www.insourcemg.com

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Annuity Carriers

Principal Financial Group

AIG A.M. Best rating: A

Lincoln Financial

A.M. Best rating: A+

A.M. Best rating: A+ Prosperity (SBLI- USA)

Allianz Life Insurance Company of North America

Members (CUNA)

A.M. Best rating: A+

A.M. Best rating: A

A.M. Best rating: AProtective Life

American Equity

National Life

A.M. Best rating: A-

A.M. Best rating: A

A.M. Best rating: A+ Reliance Standard

American National

National Western

A.M. Best rating: A

A.M. Best rating: A

A.M. Best rating: A+ The Standard

Cincinnati Life

Nationwide

A.M. Best rating: A+

A.M. Best rating: A+

Global Atlantic

New York Life

A.M. Best rating: A-

A.M. Best rating: A++

Great American Life

North American

A.M. Best rating: A

A.M. Best rating: A+

Integrity Life Insurance Company

Oxford

A.M. Best rating: A+

A.M. Best rating: A-

www.insourcemg.com

A.M. Best rating: A

m e m b e r a s s o c i at i o n s

800.732.1489

InSource

Annuity External Team INC.

Your Source for Financial Solutions

RVP

Executive

VP

RVP

Al Caviani

Gregg DiGeronimo

Valerie Doyle, CRPC®, CFP®

31 years of industry experience; Security licensed.

26 years of industry experience; Security licensed.

9 years of industry experience; Security licensed.

A veteran professional in Chicagoland and northern IN with expertise in annuity and income planning.

RVP

Previously Managing Director for Axio with a focus on strategic relationship and developing new business Executive

VP

Meghan Eddy

Bryan Dugan 12 years of industry experience; Security licensed.

13 years of industry experience; Security licensed.

Named Western & Southern Associate of the Year; Former financial advisor in the Philadelphia market.

Consistent, highlevel customer service with the client’s best interest at heart the keys of her success.

Previously with Allianz, offers an holistic approach to financial planning; provides exceptional clientfocused solutions.

RVP

MIke Gift 16 years of industry experience; Security licensed.

Supports a true consultative approach; develops risk mitigation strategy for all life stages. Penn State grad.

Former PGA member.

All securities are offered through Axio Financial, Member FINRA/SIPC.

Annuity Internal Sales

Jason Walters

Arielle Mathre

Senior Internal Sales

Internal Sales Consultant

7 years of industry experience

Bobby Grangier Internal Sales Consultant

We represent multiple leading insurance companies, all with excellent financial ratings.

For positioning strategies, quotations, sales presentations, product education, and moreâ&#x20AC;&#x201D; contact InSource for all your insurance needs.

We offer some of the safest solutions in the world.

M E M B E R A S S O C I AT I O N S

(800) 732-1489

www.insourcemg.com

S In ource Inside Support Team

Inside Support Team

INC.

Senior

Christine Faucett

Director of Operations

Great trees have strong roots.

Kathy Wilder, FLMI, ACS, ALU Case Manager

Ann Fiordaliso Case Manager

Denise AngelReiter Tepe, CRCÂŽ

Director of Marketing

Ryan Revell Jacqueline Lee Tony Sanchez Agent Licensing, Case Manager

Commission Specialist

We help business grow.

We’ve been TRAINING, EDUCATING and SOLVING PROBLEMS for advisors for over 30 years

What problems can InSource solve for you?

TRAINING & EDUCATING

We are highly skilled in providing consultative recommendations, conceptual strategies, point-of-sale support and product education.

INDUSTRY EXPERTS Our team has expertise in areas ranging from Term Insurance, Long Term Care, Premium Finance to Large Care Underwriting.

EXPERIENCE We are a group of experienced professionals, all with an impressive number of years with InSource and in the life insurance industry.

InSource

SERVICE INC.

Your Source for Financial Solutions

Our hallmarks are concierge “white glove” treatment and a 24-hour or better customer commitment turnarouond time.

Thank you Good company on a journey makes the way seem shorter.

InSource

INC.

Your Source for Financial Solutions

InSource, Inc. 8500 Keystone Crossing, Suite 300 Indianapolis, IN 46240 (800) 732-1489 www.insourcemg.com