Meet The Team

Monika Kahanowitch

Banking and Accounting

Monika Kahanowitch has experience in both banking and accounting.

Ben Koplan CLU, ChFC

Principal

With over 30 years of insurance experience, Ben is a well-respected leader, speaker and senior consultant in the brokerage market.

Ron Ross, CLU, ChFC

Advanced Marketing and Sales

Ron has more than 30 years of insurance experience assisting agents with wholesale and retail sales concepts.

Eric M. Silk, CLU, ChFC

Senior Marketing Consultant

Eric has been in the insurance business for over 20 years as an agent, a carrier representative and as a brokerage manager.

Patrick Slaven

Director, Product Marketing Development

Patrick has extensive experience in product and marketing development with an emphasis in technology, focusing on bringing tools and techniques to advisors and agents.

Natasha Spence

Senior Concierge Case Manager

Natasha has more than 14 years as a concierge case manager that includes large case underwriting and office management.

Karen Todd

Case Manager

Karen has extensive experience in product and marketing development with an emphasis in technology, focusing on bringing tools and techniques to advisors and agents.

Bob Zonshine

Marketing Consultant, Hybrid and LTCi

Bob Zonshine has been in the insurance industry for the past 38 years as an agent, agency manager, and wholesaler.