About

e life brokerage is a unique BGA made up of skilled, licensed authorities where every case is of great magnitude.

e life brokerage focuses exclusively on meeting the needs of financial institutions that incorporate life insurance strategies in their financial planning process. We focus on understanding the underlying dynamics and uniqueness of your Wealth Management division. Our Services focus on delivering a comprehensive solution for your most important High Net Worth and Ultra High Net Worth client’s insurance needs.

We assist our institutional clients in orchestrating formal goals & objectives, implementing sales & underwriting processes and monitoring the success of the insurance business. Examples of this include:

  • Formalizing Goals & Objectives
    • Financial Goals
    • Providing a Superior Client Experience
    • Integrating Life Insurance into the Financial Planning Process
    • Consistent Sales Success in all Markets
  • Implementing Identifiable and Repeatable Sales & Underwriting Processes
    • Internal Referrals
    • Prospect Qualification
    • Underwriting Efficiencies
    • Financial Forecasts
  • Monitoring the Success of the Life Insurance Division
    • Pipeline Tools that Integrate the Sales Process
    • Coaching and Training your Insurance Advisors to be more effective with their Wealth Teams
    • Client Experience
    • Managing the Underwriting Process to Provide a Superior Experience
    • Meeting Your Revenue Goals

e life brokerage places the needs of our clients and their fiduciary responsibilities first. Our life insurance solutions are not only tailored to compliment the financial planning process, but also create the most value through rigorous underwriting and an open architecture of product and insurance carriers. Attention to detail is a top priority. Whether it’s monitoring our Case Managers in order to maintain a lower case load or our commitment to technology and HIPAA Compliance we continue to invest in the firm to exceed our client’s expectations.

Our Principals not only have experience in life insurance sales, and underwriting but also have run Wealth Management life insurance divisions of large financial institutions. Through e life brokerage we are able to leverage our expertise as an extension of our clients’ management teams. With a combined 95 years in the financial services industry focusing on life insurance we are uniquely positioned to help you manage sales.

Bill McKahan

Bill McKahan, CLU

phone: (614) 682-6584 | email: bill@elifebrokerage.com

Bill McKahan is the Managing Principal and founder of e life brokerage. e life brokerage was founded on the principals of providing quality service and assisting producers grow revenues through innovative ideas and solutions. It’s e life’s goal to deliver the highest level of service to meet the high standards of you and your client’s needs. With 17 years of experience in various positions in the life insurance industry, he understands the services and products you need to grow your business. It’s his philosophy, that long lasting partnerships are built by dedicated and honest people. Bill is married to Kathy and has 4 daughters – Katelyn, Erin, Alexandra and Lauren.

Andy Harrington

phone: (260) 341-3834 | email: andyh@elifebrokerage.com

Andy Harrington is the Vice President, Sales at e life brokerage. He was born and raised in Fort Wayne, IN. Andy attended Indiana University and majored in Finance with a minor in Economics. Immediately after graduating from college, he joined the Insurance/Financial services industry. Andy has spent the last 14 years in personal production and wholesaling insurance products to independent agents and banks. His goal is to build lifelong relationships with agents, agencies and firms and to share his passion for Life Insurance. Andy believes all things are possible when great people team together to do the right thing.

In his spare time, he loves spending time with his family, going to their family’s lake-home, playing golf and watching all sports! Andy is married to his high school sweetheart, Renee. Together, they have a son, Charlie, daughter, Ali and a golden-doodle, Caesar.

 

Judy Dannemiller

phone: (614) 682-6597 | email: judy@elifebrokerage.com

Judy Dannemiller is the Vice President, Operations at e life brokerage. She has over 18 years “back office” experience at independent BGA’s having managed all levels of customer service as a liaison and advocate for both the agent and their staff resulting in client retention. Her commitment to outstanding customer service allows you to grow your revenue not just maintain it. Judy is married to Darrell Suchy. She has 3 children and 2 granddaughters and 2 grandsons, who are her reason for relocating to Columbus, OH.

 

Megan_web

Megan Johnson

phone: (614) 839-5220 | email: megan@elifebrokerage.com

Megan Johnson is a Senior Case Manager at e life brokerage with 10 years of dedicated back office customer service experience. She possesses a steadfast perseverance to provide our clients with the highest level of service. Her ability to develop productive relationships and resolve complex issues is beneficial in allowing you to concentrate your energies on expanding your client base. At home Megan is a busy mom with 3 active kids.

 

Get in touch and find out how we can “make it happen.”

Main ph: 614-682-6583

Overnight address:

e life brokerage, LLC

5805 Chandler Ct. Suite E

Westerville, OH 43082

Bill McKahan bill@elifebrokerage.com

PH: 614-682-6584

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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