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What Makes IAD The Ideal FMO?

Unmatched Support for Agents!

You want to succeed as an independent Life and Health insurance agent, and we want to help make it happen. At Insurance Advisors Direct, our commitment to your success is our driving force.

As a Full Service Field Marketing Organization, we take a personalized approach to supporting you every step of the way. From tailored formulas to expert guidance and support, we’re here to simplify your success. Join us today and experience an unmatched level of support and resources that will take your career to new heights.

About IAD
About IAD
About IAD
About IAD
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About IAD

Handpicked quality carriers. 15+ lines.

About IAD

why choose us

why choose us

We get it – navigating the world of insurance can be overwhelming, especially in the senior market. That’s why at IAD, we’re here to help. Our team of experts has over 30 years of experience in the industry, and we work with agents across the country to provide top-quality products and carriers. We believe that every client deserves personalized service and attention, which is why we go above and beyond to ensure you have the support you need to succeed. Let us be your partner in this journey.

We get it – navigating the world of insurance can be overwhelming, especially in the senior market. That’s why at IAD, we’re here to help.

Our team of experts has over 30 years of experience in the industry, and we work with agents across the country to provide top-quality products and carriers.

We believe that every client deserves personalized service and attention, which is why we go above and beyond to ensure you have the support you need to succeed. Let us be your partner in this journey.

Your IAD Team

Choosing the right FMO can make all the difference. At IAD, we know how important it is to have someone you can trust in this game of insurance. From our team to yours, we prioritize transparency and put your needs first.

Jason McClellan, President and CEO
Jason McClellan

CEO • President

Kristie Strauss, Vice President of Sales
Kristie Strauss

Vice President of Sales
800-381-0977, ext 119

Med Supp & MAPD Plans

Sharon Fourcha, Brokerage Sales Manager
Sharon Fourcha

Brokerage Sales Manager
800-381-0977, ext 128

Med Supp & MAPD Plans

Tammy Costrini, Sales Recruiting Specialist
Tammy Costrini

Sr. Brokerage Sales Advisor
800-381-0977, ext 129

ACA/U65, and Worksite Plans

Bernard Geter, Life & Annuities
Bernard Geter

Sr. Brokerage Sales Advisor
800-381-0977, ext 212

Retail/Clinic, Compliance,
Final Expense, Life, & Annuities

Tyler Steinhoff, Brokerage Sales Advisor
Tyler Steinhoff

Sr. Brokerage Sales Advisor
800-381-0977, ext 124

Final Expense, Life, & Annuities

Cass Abron, Brokerage Sales Advisor
Kristin Jordan

Brokerage Sales Advisor
800-381-0977, ext 131

MA & MAPD Plans

Cass Abron, Brokerage Sales Advisor
Jason Panitch

Brokerage Sales Advisor
800-381-0977, ext 123

Ancillary & ACA/U65 Plans

Tyler Steinhoff, Brokerage Sales Advisor
Amy Chason

Sr. On-boarding Specialist
800-381-0977, ext 109

On-Boarding Support

David Rassam, Sr. Brokerage Sales Advisor
Sarah McCune

On-boarding Coordinator
800-381-0977, ext 130

On-Boarding Support

Heather Talley, Admin. Manager
Heather Talley

Director of Administration
800-381-0977, ext 105

Contracting/Back Office Support

Ben Groves, Sales Operating Analyst
Ben Groves

Admin Coordinator
800-381-0977, ext 125

Contracting/Back Office Support

Donna Rodgers, Admin. Assistant
Donna Rodgers

Admin. Assistant
800-381-0977, ext 121

Contracting/Back Office Support

Donna Rodgers, Admin. Assistant
Sym Amyx

Admin. Assistant
800-381-0977, ext 122

Contracting/Back Office Support

Lynette Thompson, Creative Marketing Director
Lynette Thompson

Creative Marketing Director
marketing@iadbrokerage.com

Marketing Support

Kofi Nagbe, Digital Media Specialist
Kofi Nagbe

Digital Media Specialist
marketing@iadbrokerage.com

Marketing Support

Kofi Nagbe, Digital Media Specialist
Mina Adames

Marketing Support

Kofi Nagbe, Digital Media Specialist
Holly McGuinn

Marketing Coordinator
marketing@iadbrokerage.com

Marketing Support