The Leaders Group, Inc. is pleased to announce that Carlie Wasserman has accepted a new role at the Leaders Group as a Compliance Analyst. Wasserman joins the Leaders Group with an extensive background in the insurance world, having worked in insurance since 1998. Wasserman will report to Jane Riley, Chief Compliance Officer.

“I am so pleased to have someone on the compliance team that has an insurance background in a general agent’s office.  Carlie’s 13 years of BGA experience makes her a great addition to our team,” said Riley.

Wasserman was introduced to the insurance world at an early age, as her parents owned and operated an exam company for life insurance. In 1998 she started at a liability insurance company where they insured taxi cabs, eventually leaving for a position at a small BGA in 1999. Wasserman spent a year and half there as a life and health insurance administrative support specialist, and then found a job at CRUMP where she spent the next 11 years of her career.  She started out in policy prep and worked all the way up to underwriter.

In March of 2013, she and her husband decided they were ready to leave Florida and moved to Colorado.  Wasserman was hired by her previous employer sight unseen,  and started her position shortly after arriving in Colorado. She remained with the company until the end of 2014.

Wasserman is married to her husband Todd, with whom they have two daughters, Aubree and Skyler and a dog Shiloh.  In her sparse free time Wasserman enjoys cooking, reading, and cheering on her kids at their sporting events.  She has already started in her position and is going through the training process.

About The Leaders Group

The Leaders Group is an independent broker/dealer with a national footprint of over 500 representatives involved in the securities business.  Throughout its 20 years in the industry, The Leaders Group and its representatives have developed expertise in both the retail and wholesale sides of the life insurance and securities fields, with the company being the number one distributor broker/dealer of Variable Life Insurance in the world 7 years running.

For more information please contact the Leaders Group Home Office by calling 800-293-4296.

The Leaders Group, Inc. is pleased to announce many positive staff changes.  Both Van Lam and David Francis have been promoted to AVP of Commissions, Sean Wickersham is now Executive VP of Marketing/Operations and Terry Mosson will now be a Commissions Specialist.

All of the changes are a result of the strong 2014 year and the positive direction the company continues to move as a result.

CEO Dave Wickersham said, “I want to congratulate all of these folks and specifically thank David, Van and Terry for helping make our commissions team one of the best in the industry!”

Everyone has begun working in their new roles and will be doing training shortly on any new responsibilities.

About The Leaders Group

The Leaders Group is an independent broker/dealer with a national footprint of over 600 representatives involved in the securities business.  Throughout its 20 years in the industry, The Leaders Group and its representatives have developed expertise in both the retail and wholesale sides of the life insurance and securities fields, with the company being the number one distributor broker/dealer of Variable Life Insurance in the world 8 years running.

For more information please contact the Leaders Group Home Office by calling 800-293-4296.

The Leaders Group, Inc. is pleased to announce that John Terrien has accepted a new role at the Leaders Group as a New Accounts  Analyst.

Terrien will be heavily involved in the various areas of the New Accounts and Brokerage pieces of the business.  His main focus will be the processing of all new business initially for direct Mutual Fund and Annuity business as well as entry for all wholesale life insurance.  Eventually, John will be involved with both brokerage business through NFS and fee-based new accounts processing with TLG Advisors.

Operations Supervisor Kim Cramer said, “John has been a great addition to the new accounts staff.  He has quickly learned our procedural and document requirements and is now one of the friendly voices you may get when you call in to us here.  John contributes an ambitious energy to our team.   His educational background is something that he is happy to be combining with his work experience.”

John joins after recently completing his degrees in Economics and Psychology at the University of Colorado Boulder and is looking forward to starting his career path with The Leaders Group.

John has already started in his position and is undergoing training.

About The Leaders Group

The Leaders Group is an independent broker/dealer with a national footprint of over 500 representatives involved in the securities business.  Throughout its 20 years in the industry, The Leaders Group and its representatives have developed expertise in both the retail and wholesale sides of the life insurance and securities fields, with the company being the number one distributor broker/dealer of Variable Life Insurance in the world 7 years running.

For more information please contact the Leaders Group Home Office by calling 800-293-4296.

The Leaders Group, Inc. is pleased to announce that Heather Schumacher has accepted a new role at the Leaders Group as a Commissions Analyst.

Schumacher will be involved in all aspects of the commissions department.  Initially, she will be working almost exclusively with insurance commissions and will eventually branch out to other parts of commissions processing.  Heather’s prior analytical experience will work to ensure a high level of accuracy and efficiency in the department.

Leaders Group Senior Commissions Team Lead David Francis said, “We are thrilled to have Heather join the Commissions team, her keen eye to detail and strong problem solving skills have already made her an invaluable asset to our group.”

Heather joins from Dish Network where she worked for 6 years as an administrative clerk with a focus in fraud detection.

Schumacher has already started in her position and is continuing training as she processes the insurance commissions.

About The Leaders Group

The Leaders Group is an independent broker/dealer with a national footprint of over 500 representatives involved in the securities business.  Throughout its 20 years in the industry, The Leaders Group and its representatives have developed expertise in both the retail and wholesale sides of the life insurance and securities fields, with the company being the number one distributor broker/dealer of Variable Life Insurance in the world 7 years running.

For more information please contact the Leaders Group Home Office by calling 800-293-4296.