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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
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