Meet the People Who'll Make Your Life Easier.
Jeff Barbanell, CLU, CLTC, LUTCF, President
Jeff's extensive training and in-depth knowledge of Life, Annuity and Disability contracts make him uniquely qualified to find the best solutions for advisors and their clients. His service on the executive committees of major financial and insurance organizations—along with experience in creating risk management solutions—has given Jeff valuable insights into disability planning.
Through a variety of value-added tools and personal assistance, Jeff works hard to educate clients and advisors about the importance of Disability Income (DI) insurance in protecting lifestyles and legacies.
Certifications & Training
- Arizona Life & Health insurance licenses 1990
- NASD Series 7 and 65 licenses 1997, (portfolio management & comprehensive financial planning)
- Life Underwriting Training Council Fellowship 1994
- Chartered Life Underwriter designation 1997
- Long Term Care Certification 2003
Professional Affiliations
- Board of Directors for NAIFA-Phoenix (Past President/National Committeeman: National Association of Insurance and Financial Advisors)
- NAIFA-Arizona (Public Relations/Multiline)
- Phoenix Chapter of the Society for Financial Service Professionals (Professional Development/Programs Director)
- Arizona & Greater Phoenix Associations of Health Underwriters, 2008 (Education Director)
Kym Barbanell, Principal, Senior Consultant
Having gained her formative professional experience at Merrill Lynch and The New England, Kym offers more than 22 years of experience in underwriting and processing Disability, Long-Term Care, Life, and Annuity contracts. Advisors and clients alike appreciate Kym's dedicated attention to detail, troubleshooting skills, and expert management skills.
Jeff Barbanell, CLU, CLTC, LUTCF, President
Jeff's extensive training and in-depth knowledge of Life, Annuity and Disability contracts make him uniquely qualified to find the best solutions for advisors and their clients. His service on the executive committees of major financial and insurance organizations—along with experience in creating risk management solutions—has given Jeff valuable insights into disability planning.
Through a variety of value-added tools and personal assistance, Jeff works hard to educate clients and advisors about the importance of Disability Income (DI) insurance in protecting lifestyles and legacies.
Certifications & Training
- Arizona Life & Health insurance licenses 1990
- NASD Series 7 and 65 licenses 1997, (portfolio management & comprehensive financial planning)
- Life Underwriting Training Council Fellowship 1994
- Chartered Life Underwriter designation 1997
- Long Term Care Certification 2003
Professional Affiliations
- Board of Directors for NAIFA-Phoenix (Past President/National Committeeman: National Association of Insurance and Financial Advisors)
- NAIFA-Arizona (Public Relations/Multiline)
- Phoenix Chapter of the Society for Financial Service Professionals (Professional Development/Programs Director)
- Arizona & Greater Phoenix Associations of Health Underwriters, 2008 (Education Director)
Kym Barbanell, Principal, Senior Consultant
Having gained her formative professional experience at Merrill Lynch and The New England, Kym offers more than 22 years of experience in underwriting and processing Disability, Long-Term Care, Life, and Annuity contracts. Advisors and clients alike appreciate Kym's dedicated attention to detail, troubleshooting skills, and expert management skills.