phone 800.991.6695

CONTACT

ARIZONA OFFICE


7373 N. Scottsdale Rd, Suite A-287

Scottsdale, Arizona 85253


PHONE 800.991.6695

FAX 480.991.8885



INDIANA OFFICE


6004 Highview Drive, Unit G

Fort Wayne, Indiana 46818


PHONE 800.991.6695

FAX 260.482.6082

Team Offices
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Jack Beatty

Founder (1938 - 2014)
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Robert Beatty

CEO
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address 7373 N. Scottsdale Rd, Suite A-287 Scottsdale, Arizona 85253
toll free 800.991.6695
fax 480.991.8885

Bob Petcoff, CLU

Chief Marketing Officer
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address 6004 Highview Drive, Unit G, Fort Wayne, IN 46818
toll free 800.991.6695
fax 260.482.6082
cell 260.414.3165

Brad Blosser

Vice President
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address 7373 N. Scottsdale Rd, Suite A-287 Scottsdale, Arizona 85253
toll free 877.738.0294
fax 480.281.0024
cell 727.403.9804

Laura Brown, CPA, PFS

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address 7373 N. Scottsdale Rd, Suite A-287 Scottsdale, Arizona 85253
toll free 800.991.6695
business 480.991.4072
fax 480.991.8885

Robert Beatty

CEO
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address 7373 N. Scottsdale Rd, Suite A-287 Scottsdale, Arizona 85253
toll free 800.991.6695
fax 480.991.8885

Laura Brown, CPA, PFS

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address 7373 N. Scottsdale Rd, Suite A-287 Scottsdale, Arizona 85253
toll free 800.991.6695
fax 480.991.8885

Andy Petcoff

Case Design Specialist
address 6004 Highview Drive, Unit G, Ft. Wayne, IN 46818
toll free 800.991.6695
business 260.209.1402
fax 260.482.6082

Alan Bradley

Annuity Design
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address 6004 Highview Drive, Unit G, Fort Wayne, IN 46818
toll free 800.753.3660
business 260.209.1401
fax 260.482.6082
cell 651.592.6643

LTC & DI Design

LTC & DI Design
address 7373 N. Scottsdale Road, Suite A-287 Scottsdale, AZ 85253
toll free 800.991.6695
fax 480.991.8885

Sara Parady

Director of New Business
address 6004 Highview Drive, Unit G, Ft. Wayne, IN 46818
toll free 800.991.6695
business 260.482.6002
fax 260.482.6082

Marybeth Roop

Director of Case Management
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address 6004 Highview Drive, Unit G, Fort Wayne, IN 46818
toll free 800.991.6695
fax 260.482.6082

Cindy Harkins

Case Manager
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address 6004 Highview Drive, Unit G, Fort Wayne, IN 46818
toll free 800.991.6695
fax 260.482.6082

Ashlie Manor

Case Manager
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address 6004 Highview Drive, Unit G, Fort Wayne, IN 46818
toll free 800.991.6695
business 260.482.6002
fax 260.482.6082

Kim Nedberg

Case Manager
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address 6004 Highview Drive, Unit G, Fort Wayne, IN 46818
toll free 800.991.6695
business 260.482.6002
fax 260.482.6082

Nicole Platter

Case Manager
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address 6004 Highview Drive, Unit G, Fort Wayne, IN 46818
toll free 800.991.6695
business 260.209.1411
fax 260.482.6082

Terry Grissinger

Receptionist
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address 7373 N. Scottsdale Rd, Suite A-287 Scottsdale, Arizona 85253
toll free 800.991.6695
fax 480.991.8885

Allison Kleinhans

Administration
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address 6004 Highview Drive, Unit G, Fort Wayne, IN 46818
toll free 800.991.6695
fax 260.482.6082

Amy Wilson

Director of Licensing and Contracting
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address 7373 N. Scottsdale Rd, Suite A-287 Scottsdale, Arizona 85253
toll free 800.991.6695
business 480.344.8226
fax 480.991.8885

Allie Peters

Director of Marketing
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address 7373 N. Scottsdale Rd, Suite A-287 Scottsdale, Arizona 85253
toll free 800.991.6695
business 480.344.8235
fax 480.991.8885

Rita Kanuga

Commission Accounting
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address 7373 N. Scottsdale Rd, Suite A-287 Scottsdale, Arizona 85253
toll free 800.991.6695
fax 480.991.8885

Marcus Bloom

Relationship Manager
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address 101 Woodlake Drive, Suite 203 Athens, Georgia 30606
business 706.850.3881
fax 260.482.6082
cell 706.247.9967

Matt Foust

Relationship Manager
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address 111 East Lincoln Road, Suite 101 Spokane, WA 99208
toll free 509.319-2441

Marvin Johnson

Relationship Manager
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address 5 Whitney Lane West Simsbury, Connecticut 06092
business 860.431.5159
cell 205.381.3535

Jed Parks

Relationship Manager
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address W66N685 Madison Avenue Cedarburg, Wisconsin 53012
toll free 888.793.1413
business 480.477.1283

Dale Philips, CLU

Relationship Manager
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address 1116 Cresthill Drive Cedar Hill, Texas 75104
business 972.245.4169
fax 972.695.4003

Chip Sroufe

Senior Relationship Manager
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address 7373 N. Scottsdale Rd, Suite A-287 Scottsdale, Arizona 85253
business 480.539.5570
fax 480.991.8885
cell 480.518.0167

Mark Unger

Relationship Manager
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address 3948 New Vision Drive, Suite E Fort Wayne, Indiana 46845
toll free 800.991.6695
fax 260.482.6082