Behind every policy is a licensed advisor and underwriter who answers to you โ not a quota. Get to know the Managing Directors protecting families across the nation.
Susan leads First Family Life Legacy as a Licensed Field Underwriter and specially trained, certified Retirement Income Advisor. Every client engagement is a complete assessment โ evaluating income potential, income protection, and tax-free retirement structuring together โ so clients can pursue market upside while their principal stays protected from market downturns.
Our practice is led by two Managing Directors specializing in Veteran Services & Benefits. Each is a state-licensed insurance agent and trained underwriter โ fingerprinted, federally vetted, and personally accountable to every family they serve.
Jacob leads our veteran services practice, working directly with veterans and their families to build coverage that fits their budget, health profile, and the mission to protect the people they served to come home to. Every recommendation is backed by a full underwriting review across our carrier shelf.
๐ Download Digital CardRyan partners with veterans and families nationwide to match them with the exact carrier and product their situation calls for. As a licensed field underwriter, he conducts the health and financial inventory himself โ so families get accurate answers, faster approvals, and no surprises.
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