Board of Directors
[+] Malcolm Sklar, Chairman GBS Insurance & Financial Services/Life Plans Unlimited
Malcolm Sklar started his 33 year insurance career in 1973 with Phoenix Mutual Life after graduating from Jacksonville University in 1972. In 1975 he joined Life Plans Unlimited, which was one of the first General Agents with Security Connecticut Life. In 1987 Malcolm became president of Life Plans and participated on the original Security Connecticut Advisory Council. Malcolm was a founding partner of LifeMark Partners, Inc., and is currently Chairman of the Board. He is also currently the President of GBS Insurance and Financial Services, the insurance and employee benefits division of Arthur J. Gallagher, which acquired Life Plans Unlimited in 2002. Malcolm has also authored many articles for trade publications and has been a featured speaker at various industry events.
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[+] Michael Blank
Brokers Insurance Services, Ltd.
Michael Blank is the President of Brokers Insurance Services, Ltd., a Philadelphia, Pennsylvania life brokerage agency. After attending George Washington University and New York University he entered the life insurance industry in 1981. Michael is an NASD Registered Principal and a current board member of the National Association of Independent Life Brokerage Agencies (NAILBA).
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[+] Leon Huffman, CFO Huffman & Associates
Leon Huffman is the President of Huffman & Associates, an Orlando, FL based distributor of life, annuity and LTC products. Leon started his career in 1972. He has obtained CLU, ChFC, CPCU designations and is a NASD registered principal. He has served on numerous advisory boards for insurance companies. He is past president of Central Florida Chapter of CLU & ChFC, past president of Professional Association of Independent Insurance Distributors, and former board member of FFRL RE-Insurance company.
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[+] Mark Rosen, CLU Underwriters Brokerage Services
Mark Rosen is President of Underwriters Brokerage Service, an independent life and health brokerage agency located in Pittsburgh, PA. Mark’s insurance career began in 1978 at Security-Connecticut Life in Hartford for an initial training program and he then returned to the family business as a marketing associate. ark has been active in numerous industry organizations including, LIFE, Inc., where he previously served as president; as member of the board of the local NAIFA chapter and the local chapter of the Society of Financial Service Professionals; as well as a member of the Estate Planning Council and the International Association for Financial Planners. Rosen and his firm are also founding members of LifeMark Partners, a national marketing organization. He is a graduate of Miami University of Ohio and resides in the Pittsburgh suburb of Mt. Lebanon, with his wife Georgia and their teenagers, Zachary and Rachel.
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[+] Kent Freundt The Producers Group
Kent Freundt is the President and Founder of The Producers Group, a Brokerage General Agency with offices in California, Nevada, Missouri and Arizona. After attending Loyola University in Chicago, he began his career in the insurance industry in 1966 as a Field Sales Agent. In 1972 he became General Manager of Transamerica in Newport Beach, California. The Producers Group was launched in 1997 and now represents over 30 major carriers. Kent is active in many humanitarian, educational and charitable causes and organizations throughout the U.S. He has served on many industry Boards and is a frequent speaker at industry events. Kent and wife, Barbara, live in La Jolla, Ca and have 6 children and 7 grandchildren.
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[+] Jeff Carroll Leisure Werden & Terry
Jeff Carroll is the CEO of Leisure Werden & Terry, an 80 year old Brokerage General Agency with offices in Los Angeles and San Francisco.
After attending USC, Jeff went to work for Transamerica and ultimately joined his family's Brokerage Agency in 1980. A 33-year veteran of the insurance industry, Jeff has first-hand experience in all aspects of the business -- from the home office and personal production to agent recruiting and brokerage. He has been with LWT since 1986 and has been a principal of the agency since 1995. He has served on the board of the Los Angeles Life Underwriters Association and is a member of the National Association of Life Underwriters. He also received his Chartered Life Underwriter designation in 1983. He has served on several carrier input councils and has spoken at many industry and carrier events.
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LifeMark Team
[+] Nancy Bosley, President
Nancy Bosley has been with LifeMark Partners since June 2005 as Chief Marketing Officer and was named President in October 2007. Nancy has been in the insurance business for over 25 years. The lion share of her time in this business was as a principal of Security House, Inc. from 1980 to 1999, a LifeMark Partner agency. Prior to joining the LifeMark Corporate office, other industry roles included; Marketing Officer at Capital Synergies, Inc, Executive Benefits Consultant at Arthur J. Gallagher in Fairfield, CT., and Senior VP of Belman Klein Associates. She currently serves on the Board of Directors of Take the Lead, a charitable organization headquartered in Watertown, New York. She is a founding member of The Baltimore Life Underwriters Charitable Foundation. Nancy is a Chartered Life Underwriter and Chartered Financial Consultant, as well as Series 7 and 26 licensed.
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Kelli Tormey, VP Operations
Carey Miller, Project Manager
Kerry Caputo, Executive Assistant
David Arthur, Technology Consultant
Nick Peradotti, Marketing Consultant |