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Eric Johnson - Director of Marketing

Eric is the Director of MArketing for QLife and for APS, which he joined in 2005.  He graduated Summa Cum Laude from Point Loma Nazarene University and has helped APS become a two time Inc 500 company.  In 2006, Eric helped create Professional Alliance, the nation's first online networking website for the financial services industry. Eric is a two year member of NAIFA and has a strong background with insurance marketing.  He enjoys communicating all the great value propositions that Advanced Planning Services offers to its producers and strategic relationships, making it one of the nation's leading brokerage general agencies.

If you have any questions, please contact him directly at ericj@qlifeagency.com or (888) 886-6513 ext 126.

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Jeff Roediger - Annuities Marketing

Jeff Roediger graduated from the Ohio State University with a Bachelor of Arts degree in Journalism. With over 18 years of experience in the financial services industry, Jeff enjoys working to help producers in the field meet their goals and objectives. Jeff too was a producer in the field and also a manager for Northwestern Mutual. During this time he built a financial planning practice with specialties in Life and Disability Insurance, Annuities, Managed Money, and Securities. Jeff has his Series 6 and 65 licenses.

If you have any questions, please contact him directly at jeffr@qlifeagency.com or (888) 886-6513 ext 151.

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Eji Maxilom - Contracting

Courtney is in charge of Contracting for QLife. If you have any questions, please contact him directly at ejim@qlifeagency.com or (888) 886-6513 ext 121.

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Courtney Tilton - Contracting

Courtney is in charge of Contracting for QLife and is also the Senior Recruiting Manager for APS.

If you have any questions, please contact her directly at courtneyt@qlifeagency.com or (888) 886-6513 ext 109.

 

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Barry Cunningham - Life Business Consultant

Barry Cunningham is a QLife Business Consultant, as well as an APS Brokerage Director and advanced sales generalist, specializing in Pension Rescue and Index Universal Life products. Barry has 15 years of insurance industry experience, 9 of which were spent in operational management with insurance carriers or Third Party Administrators with the balance in sales and service in the advance sales market place.  Barry received his Bachelors of Arts, May 1993 from Point Loma Nazarene University , in San Diego California . He earned his Masters of Arts, June 1998 for the University of Phoenix , in Phoenix AZ & his Fellow, Life Management Institute (FLMI) in 2006. Barry is currently working towards his Charter Life Underwriter (CLU) designation through American College .  

If you have any questions, please contact him directly at barryc@qlifeagency.com or (888) 886-6513 ext 105.

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Jonathan Fishman - Case Manager

Jonathan is the internal Case Manager for QLife. Jonathan began his career in the insurance industry in 1997 as an agent selling accident and sickness policies. He then started selling life insurance in 2000. It was in 2003 that Jonathan moved into case management and he has been doing it ever since. Jonathan has worked for several brokers and is still a licensed agent. He has been with APS since November of '07 .

If you have any questions, please contact him directly at jonathanf@qlifeagency.com or (888) 886-6513 ext 133 .

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Elizabeth Adams - Policy Illustrations

Elizaeth and her team are in charge of Policy Illustrations for QLife. She is also the Director of Advanced Sales for APS. Elizabeth entered the insurance and financial services industry in 1997 as a marketing assistant with a large, multiple carrier Brokerage General Agency in Southern California. She quickly discovered that she greatly enjoyed case design and working with advanced sales concepts. Now in her 8th full year in the industry, Elizabeth 's experience includes marketing and public relations expertise, hardware and software selection and support, contracting and licensing, and new business case management. She is an active member of the National Association of Insurance and Financial Advisors of Orange County and is working towards finishing her certification requirements in order to earn the Certified Financial Planner designation.

If you have any questions, please contact her directly at  elizabetha@qlifeagency.com  or (888) 886-6513 ext 300.

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Martin Gore - Director of Premium Financing

Dr. Martin Gore is the Director of Premium Financing for QLife and for APS, since July 2008.  Martin has worked in the financial services industry for five yeras and, before that, was a biotechnology industry executive in San Diego as well as Melbourne, Australia.  As Premium Finance Director at APS Martin is responsible for facilitating the securement of loans for all APS and related business (including USA business) as well as developing and strengthening relationships between APS and leading premium finance vendors.  Martin is a native of Scotland and holds a B.Sc.(Hons) in Biochemistry from the University of Stirling in Scotland and a Ph.D. in Neuroscience from UC San Diego.  Martin also serves on the board of directors of Floresta, an interdenominational Christian environmental relief agency that operates in several third world countries.

If you have any questions, please contact him directly at marting@qlifeagency.com  or (888) 886-6513 ext 156.

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Will Walker - Senior Underwriter

Will joined the APS team in 2006. He came to APS with 6 years of New Business/Underwriting experience at the carrier and BGA level. Over the years Will has developed a solid reputation with the underwriters and works very closely to get the offers needed to place business. His technical underwriting skills and financial background, from his Finance Degree at San Diego State University, allows him to handle all underwriting aspects of a case.

If you have any questions, please contact him directly at willw@qlifeagency.com or (888) 886-6513 ext 149 .

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Melanie Davis - Director of QLE Services

Melanie Davis is QLife's Director of Services in the Utah office. She provides administrative support to the client services division of Quadrant Living. She also serves as the director for all QLAN™ activities and serves as the liaison between TEEM™ and Empowered Wealth, LLC.

With over 15 years in client relations management, Melanie also serves as a client relationship manager.

If you have any questions, please contact her directly at melanied@qlifeagency.com or (800) 775-5525 ext 109

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Stephanie Lucas - Senior Brokerage Director - Annuities

With 6 years experience in the insurance industry, working as a Director of Sales and Marketing for 2 national wholesales and as an annuity specialist behind the scenes for Q-Life, Stephani Lucas has recently taken on the role as our first Annuity Brokerage Director. She is well versed in annuities, life, and advanced sales concepts. She is a licensed agent in Arizona for Life & Health and is currently attending Arizona State University. With a degree Arizon State University she graduated in 2008 with a B.A. in International Business with concentrations on leadership and marketing. She is eager to grow the annuity business for Q-Life and looks forward to working with such a progressive and fast paced company.

If you have any questions, please contact her directly at stephaniel@qlifeagency.com or (800) 775-5525 ext 172

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Peter Buechler - Annuities

Peter Buechler CLU, ChFC, FLMI, AAPA has joined Advanced Planning Services Annuity Department as the Annuities Marketing and Operations Director. Most recently Pete was acting as Regional Vice President for Annuity sales for a well known insurance carrier after having spent eight years as the Annuity Sales and Marketing Manager for a national wholesaler of life insurance, long term care and annuities. Pete also brings nine years experience selling retail insurance products which helps him bring unique sales and marketing ideas focused on helping agents provide annuity solutions for their clients.  In addition to his industry designations, Pete holds a Bachelors degree in Business Management from California State University Fullerton. In conjunction to his commitment to Advanced Planning Services, Pete also serves the industry as a board member for his State and Local chapters of the National Association of Insurance and Financial Advisors (NAIFA). When not working, Pete enjoys spending time with family and friends camping and fishing throughout the California Sierra Nevada mountain range.

If you have any questions, please contact him directly at peterb@qlifeagency.com or (800) 775-5525 ext 333

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Matt Tryon - Annuities

Matt Tryon started his career with AIG Life in Wilmington, Delaware in 1997. He worked in the life marketing support area and soon moved up to manage the Brokerage Sales Support team and also joined the Product Development division, developing term and UL products. In 2001, Matt moved to Sacramento, California to work in an agency office as director of marketing and new business. Matt worked there for 3 years, overseeing all functions of the life department. In 2004, Matt moved to southern California to become the Field Marketing Consultant for AIG American General. In June 2007, Matt transitioned to be the Regional Vice President for Annuities for American General. Matt has since left AIG American General and joined Q-Life as Annuity Brokerage Director.

If you have any questions, please contact him directly at mattt@qlifeagency.com or (800) 775-5525 ext 310

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Kathy Hall - New Business Support

Kathy is a Marketing Specialist and provides support for New Business.

If you have any questions, please contact her directly at kathyh@qlifeagency.com or (800) 775-5525 ext 152

 

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