800.308.BELL

Who To Contact For What

Division	Contact	Title	Description
Management	Ward Bell	President / CEO	• Oversees Operations
	JT Bell	Chief Marketing Officer	• Manages Marketing Reps • Advanced Case Design • Premium Financing • Support for Large Case underwriting and negotiaion
	jt@wbassoc.com
	Kristi Bell	Chief Operating Officer	• Manages Accounting, New Business, Commissions, Contracting, Policy Owner Services • Human Resources Manager
	kristi@wbassoc.com
Marketing	Steve Brock	Marketing Rep	• Illustrations & Case Design • New Agent Training • Presentation tools for Sales Ideas/Concepts • Manages an distributes marketing brochures and application kits for each carrier.
	steve@wbassoc.com
	Nathan VanPeursem	Marketing Rep	• Illustrations & Case Design • Handles annuity marketing & sales.
	nathan@wbassoc.com
	Zachary Turmelle	Marketing Rep	• Illustrations & Case Design • Life Settlement case management and initial point-of-contact for settlement information.
	zach@wbassoc.com
	Greg Phelps	National Annuity Manager	• Annuity and Life Marketing and Recruiting
	greg@wbassoc.com
New Business	Linda Carter	Case Manager	• Manages new cases from submission - both informally (med records only) or formally (completed application) - to policy issue. • Liason between underwriting at the carrier and the agent. • Assigned to each individual agent for all their pending business and serves as primary point-of-contact once cases are in the underwriting process.
	linda@wbassoc.com
	Olivia Smith	Case Manager
	olivia@wbassoc.com
	Kim Waterman	Case Manager
	kim@wbassoc.com
Contracting	Darlene Hester	Contracts & Licensing	• Agent Contracting within each carrier • Corporate Contracting formation • State Licensing & Appointment • AML training/tracking • Maintains agent E&O coverage.
	darlene@wbassoc.com
Client Services	Phyllis Towle, CLU phyllis@wbassoc.com	Policy Owner Services	• Handles client services • Processes in-force authorizations to obtain existing policy info • Orders in-force illustrations • Processes change of owner or beneficiary requests
Commissions		Commissions	• Handles all commission payout questions pre and post sale • Commission deadline/cut-off information at each specific carrier • Carrier Incentive Trip Information and Schedules