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

Name Title Contact Information
Mike Jackson East Coast External Wholesaler (215) 875-8626
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 Mike Willis  West Coast Wholesaler 267-838-3177
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Forms and Illustration Requests

Name Title Contact Information
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

Name Title Contact Information
Jane Hardy Commission and Licensing Specialist (215) 875-8605
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Mercedes Jacobi Commission and Licensing Specialist (215) 875-8654
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Life Carriers:

American General
US Life
ANICO
Ameritas
Banner, 
William Penn
Equitable
John Hancock
Lincoln National,
MassMutual
Nationwide
North American
Securian
New York Life
Pacific Life
Principal
Protective
Prudential 
SBLI
Symetra
First Symetra
Transamerica
United of Omaha

IUL Carriers:

 
Ameritas 
Corebridge
Equitable
Principal National
Protective
Prudential
Pacific Life
Nationwide 
New York Life
North American 
Lincoln Life of NY
John Hancock
Securian 
Symetra 
United of Omaha
Life Product information
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IU Overview
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Innovative Underwriters, LLC works with a variety of insurance carriers. Any product guarantees expressed in a carrier’s policy/contract are backed by the claims paying ability of the issuing carrier and/or its named subsidiary. Innovative Underwriters is a licensed insurance agency in AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY. Products may not be available in all states and product features may vary by state. Products may be subject to underwriting. Coverages, benefits, exclusions, and rates depend upon the policy that is issued. This Internet site may provide links to other sites for your convenience in locating related information and services. Innovative Underwriters does not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Innovative Underwriters cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this Internet site or incorporated herein, and take no responsibility therefore. Innovative Underwriters does not recommend or endorse these organizations or their products or services in any way. Neither Innovative Underwriters, nor its, agents or employees give tax or legal advice. You or your client should consult with your tax or legal advisor regarding your individual situation. This Website Is Intended For Agent/Broker Use Only And Not For Use With The General Public.

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