Lucie brings 25 years of insurance experience that includes overseeing all aspects of the life insurance underwriting process. She has established strong carrier relationships and works very closely with the underwriters to secure the best and most competitive offers for our clients.  She is extremely knowledgeable when it comes to difficult medical issues as well as other risk factors.  She is able to successfully navigate and negotiate with the insurance carriers and their reinsurers to secure large portfolios.

Lucie was a speaker at the 2008 M Financial Seminar in San Francisco, CA. She was part of a forum that presented “The Underwriting Edge.” This forum was used to educate the M community, a group of 130 Financial Services Firms throughout the United States, on utilizing the latest technology and techniques to provide cutting edge underwriting to the high net worth marketplace. Lucie has made a priority of staying up to date on the latest industry information and underwriting trends to make sure we are bringing the best initiatives to our clients.

Cleveland Office

7005 South Edgerton Road, Suite 101
Cleveland, OH 44141

Phone: 440.630.9400 Fax: 440.630.9401