For brokers & advisors
We help you eliminate all the time consuming back office work while you grow your business doing what you do best, servicing your clients and building relationships. Our dedicated team will help you with marketing, sales strategy, case design, underwriting, delivery, and post-sale service.
Mission Statement
Our passion is to provide superior products and strategies to advisors in the ever changing financial services industry. We are committed to being your one stop shop for asset accumulation and insurance protection products. Our mission is to build long term, honest, and profitable relationships.
What We Do
We help you eliminate all the time consuming back office work while you grow your business doing what you do best, servicing your clients and building relationships. Our dedicated team will help you with marketing, sales strategy, case design, underwriting, delivery, and post-sale service.
Who We Are
We are a full service insurance brokerage firm with over 80 top-rated carriers offering strategies for asset accumulation and insurance protection. Our dedicated team will help you with marketing, sales strategy, case design, underwriting, delivery, and post-sale service
The best way to find yourself is to lose yourself in the service of others -Gandhi
Meet Our Service Team
Our goal is to help you help your client. We want you to find the right product fit for your client's needs. Our staff is experienced and committed to giving you tremendous customer service. See for yourself.
Our Carriers
We help agents develop and sell business for individual life, annuity, disability income, and long term care insurance cases. We have materials from our many carriers to help you show our products to your customers.
Linda
Linda has been with the firm since March of 1993. She assists both Scott and other registered representatives in the firm with handling day-to-day activities. Linda additionally provides product support to the reps, along with customer service support to existing and prospective clients. She also manages the brokerage side through the firm. Linda graduated from Bradford Schools with an Associates Degree in Office Administration and has an Associates Degree in Secondary Education through the University of Phoenix.
Linda and her husband Mark have two boys, Dylan and Coy. The family resides in Delaware, Ohio. When she is not supporting her husband in his coaching responsibilities, watching and cheering on Dylan in golf and wrestling, and Coy in basketball and baseball, she tries to relax and enjoy the quiet time, when possible. Linda is a member of the WOTM Chapter 434 and PTO of Schultz Elementary School. She loves to travel, spend time with friends, and go boating with her family.
Kari
Kari began her career with John Hancock in May 1981 in Houston, TX. She transferred to the Columbus agency in October of 1985. Over the course of her tenure with this agency, now known as Signature Financial Group, LLC...she has witnessed an incredible amount of changes...but her "always try to be kind and flexible" attitude has been her constant and she has managed to "roll with the changes".
Kari and her husband, Britt have two grown children, Kelly (Elliott) and Craig, and one granddaughter, Kaya. In her spare time she enjoys camping, hiking, cruise vacations, crocheting, and spending time with the family.
Kelly
Kelly worked part-time through college at Signature Financial Group, and joined the firm full-time in 2008. She is responsible for new life business processing, provides representatives and customers service support, and helps with IT issues for the firm. Kelly graduated from The Ohio State University with a Bachelor of Arts in 2007, and is a TBDBITL Alumna. She lives in Westerville, Ohio with her husband Elliott, new baby Kaya, and their three dogs. When there is spare time, Kelly also loves to craft, bake, read, and enjoy the outdoors.
