As Director of Case Design, Jennifer holds a pivotal role in orchestrating the seamless flow of income case requests. She collaborates closely with Bryan Setzler, the CEO, ensuring the delivery of the industry’s most competitive case designs. Jennifer joined Premier Planning Group in 2020 as a Case Coordinator. In this capacity, she facilitated new business and post-issue policy processing, discovering a unique opportunity to bridge internal teams and advisors. In 2022, she assumed the role of an Advisor Relationship Manager serving as a liaison between internal teams and advisors, delivering a concierge-level service experience.
Throughout her tenure, Jennifer developed a deep interest in the art of case design. Under the mentorship of VP of Sales, Tom Williams, and CEO Bryan Setzler, she diligently honed her skills in crafting personalized life insurance designs. Jennifer is passionate about working with an organization that is committed to helping people reach their financial and lifestyle goals.