Life & Annuity

You’ll never be without a life insurance solution for your clients! IU offers vast options for Term, WL, UL, IUL, SUL, as well as Fixed annuities for SPIA, DIA, SPDA, and Medicaid Compatible Annuities. 

Meet our Team

Product Selection and Case Design

Rudy Quesada III East Coast External Wholesaler (215) 875-8626
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Martin Gore, PhD, CLU, ChSNC West Coast External Wholesaler (267) 838-3177
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Forms and Illustration Requests

Greg Thomas West Coast Internal Wholesaler (215) 599-7409
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Melissa Auriemma East Coast External Wholesaler (215) 875-8655
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Jennifer Tocco East Coast External Wholesaler (215) 599-5490
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Contracting, Licensing & Commission Inquiries

Jane Hardy Commission and Licensing Specialist (215) 875-8605
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Rosemarie Crisomia Commission and Licensing Specialist  (215) 875-8765
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Life Carriers:

American General
US Life
Brighthouse
Financial
Banner, 
William Penn
Lincoln National,
MassMutual
Minnesota Life
New York Life
Penn Mutual
Principal
SBLI
Symetra
First Symetra
United of Omaha

IUL Carriers:

AXA
Companion
Principal National
Protective
Prudential
Pacific Life
North American
Nationwide 
Lincoln Life of NY
John Hancock