Meet Our Staff

Executive Team

W. Andrew Unkefer / President

Email: andy@unkefermail.com
Phone: 800.523.5851

President, Andy founded the company in 1994. Unkefer & Associates is a national annuity and life insurance marketing organization involved in product design and national sales distribution. The company’s goal is to be the number one resource for independent agents in their annuity and life insurance sales effort. Along with serving independent agents, agencies and mid-sized insurance marketing firms, Andy has contributed consulting services to several insurance companies. He is Unkefer & Associates’ visionary leader, creating a service organization dedicated to the needs of the agents they serve. The agents who affiliate with Unkefer & Associates experience greater success both professionally and personally because our firm is founded on the pillars of HONESTY, INTEGRITY & COMMITMENT.

Chad Hilkemeier / Executive Vice President

Email: chad@unkefermail.com
Phone: 800.523.5851
Extension - 206

Chad is the Executive Vice President of Unkefer & Associates, Inc. and is our operational taskmaster and group trainer. With his extensive insurance knowledge and corporate background, he directs many of the moving parts of our organization. Chad, along with Mr. Unkefer, works closely with our carriers and insurance agency senior executives. He oversees the daily operations of the organization which, over the last five years, has produced billions of dollars in annuity premium and millions of dollars in life insurance sales.

Gregg Griffin / Executive Vice President

Email: gregg@unkefermail.com
Phone: 800.523.5851
Extension - 203

Gregg is the Executive Vice President. In this position he coordinates and manages the technical direction of the company. He is the creative genius and architect of our agent support platform, SuperAgentTools. Gregg’s artistic vision and marketing knowledge combine to offer top producers access to high impact marketing. Gregg’s direction of the technology and creative team has led to the development of new logos and websites, along with video and audio messaging that set our agents apart and allow them to clearly communicate a compelling message to their community.


Agent Experience Team

Jeff Zwick / Senior V.P. - Agent Experience

Email: jeff@unkefermail.com
Phone: 800.523.5851
Extension - 221

Bio: Jeff has over 26 years experience in sales and sales management and has vast experience in individual and group sales training and mentoring. His main focus is on agent communication and education with an additional focus on goal setting and implementation.

Roles/Responsibility: As the leader of a team consisting of New Business Specialists and Agency Development Managers, the Senior Vice President of Agent Experience coordinates the efforts of the team ensuring our agents are professionally served with effective and timely communication and dependable information. Additionally, the Senior VP of Agent Experience is in regular contact with our agents regarding educational opportunities and coaching in areas of prospecting, presenting concepts and products, and closing more sales.

Business Development

Jake Wilson / Vice President – Business Developemnt

Email: jake@unkefermail.com
Phone: 800.523.5851
Extension - 205

Bio: Jake has a B.S. in Business Management, is Life and Annuity licensed and has field sales experience. He also has broad experience in marketing and finance and has helped improve several operational processes at Unkefer & Associates.

Roles/Responsibility: The Vice President of Business Development insures our agents are fully connected with the services, promotions, programs and offerings of the company and assists agents in utilizing their marketing resources in the most effective manner possible. Additionally, Agency Development Managers assist Licensing in the contracting and connecting of agents with the insurance companies we represent.

Case Design

Chris Fuhrer / New Business Specialist

Email: chris@unkefermail.com
Phone: 800.523.5851
Extension - 202

Bio: With a background including field experience, agency building, advanced case design and agent support, Chris focuses on facilitating the advancement of our agents’ practices while setting realistic expectations. Possessing the ability to understand our industry from both sides of the producer/IMO relationship, Chris is dedicated to promoting a partnership built by integrity and sustained by success.

Roles/Responsibility: The New Business Specialist position is intensely focused on service of our agents. Agents can expect to receive case consultation services (including detailed illustrations where applicable) and product recommendations on the broad array of products we offer including fixed annuities, life insurance and final expense. In addition to pre-sale support, the New Business Specialist will act as a liaison between agents and insurance carriers related to special case circumstances, outstanding/pending requirements and general new business tracking.

Jennifer K. Kaseburg / New Business Specialist

Email: jennifer@unkefermail.com
Phone: 800.523.5851
Extension - 204

Bio: Jennifer’s over 18 years of industry experience coupled with her carrier and product knowledge and her industry contacts make her one of our most valuable resources. Jennifer understands some challenges in our business seem insurmountable however she tackles these issues head-on and is very willing and able to help resolve them.

Roles/Responsibility: The New Business Specialist position is intensely focused on service of our agents. Agents can expect to receive case consultation services (including detailed illustrations where applicable) and product recommendations on the broad array of products we offer including fixed annuities, life insurance and final expense. In addition to pre-sale support, the New Business Specialist will act as a liaison between agents and insurance carriers related to special case circumstances, outstanding/pending requirements and general new business tracking.

Chris Bulawa / New Business Specialist

Email: cbulawa@unkefermail.com
Phone: 800.523.5851
Extension - 256

Bio: With a backgound as a licensed Registered Representative Chris is able to use both his field experience and case design background when working with agents. Chris understands the obstacles agents sometime go through and what it takes to help them succeed.

Roles/Responsibility: The New Business Specialist position is intensely focused on service of our agents. Agents can expect to receive case consultation services (including detailed illustrations where applicable) and product recommendations on the broad array of products we offer including fixed annuities, life insurance and final expense. In addition to pre-sale support, the New Business Specialist will act as a liaison between agents and insurance carriers related to special case circumstances, outstanding/pending requirements and general new business tracking.

Sales/Recruiting

Sherman Unkefer / Vice President - Sales

Email: sherman@unkefermail.com
Phone: 800.523.5851
Extension - 214

Bio: Sherman is dedicated to the success of each agent he talks with and works to ensure they have every resource at their disposal within our company. Sherman’s 19 years of sales, management and marketing experience make him an excellent leader in the organization.

Roles/Responsibility: As the leader of a team consisting of New Business Specialists and Agency Development Managers, the Vice President of Sales coordinates the efforts of the team ensuring our agents are professionally served with effective and timely communication and dependable information. Additionally, the VP of Sales is in regular contact with our agents regarding educational opportunities and coaching in areas of prospecting, presenting concepts and products, and closing more sales.

Kevin Borgmann / Sales Consultant

Email: kevin@unkefermail.com
Phone: 800.523.5851
Extension - 213

Bio:Kevin has over 25 years of sales, marketing and customer service experience. His goal is always to provide the best service possible to his clients by listening to their needs. He is Life and Annuity licensed.

Roles/Responsibility: As a Sales Consultant I ensure that agents are informed of all of the services, support and resources we offer to grow and enhance their business. I stay connected with agents to build and/or maintain our relationship to provide the service they expect to receive.

DJ Hoskinson / Sales Consultant

Email: dj@unkefermail.com
Phone: 800.523.5851
Extension - 233

Bio: DJ has been in the sales and customer service business for over 5 years. He strives to ensure that all of his clients needs are met and they are given the tools to be successful.

Roles/Responsibility: As a Sales Consultant I ensure that agents have access to all of the services, support and resources they need to grow and enhance their business. I continue to reach out to agents to ensure they know I value their relationship and that they receive the service they expect and deserve.


Licensing / Contracting

Dusty Travis / Contracting & Licensing Supervisor

Email: dusty@unkefermail.com
Phone: 800.523.5851
Extension - 209

Roles/Responsibility: Dusty manages the Licensing and Contracting department.

Pat Carioto / Senior Licensing Coordinator

Email: pat@unkefermail.com
Phone: 800.523.5851
Extension - 208

Roles/Responsibility: Pat prepares and submits agent contracting to Carriers we represent. After submission she tracks the progress of the appointments and continuously updates the agents regarding their status.

Melanie Travis / New Business/Licensing Specialist

Email: melanie@unkefermail.com
Phone: 800.523.5851
Extension - 220

Roles/Responsibility: Melanie prepares and submits agent contracting to Carriers we represent. After submission she tracks the progress of the appointments and continuously updates the agents regarding their status. She also handles processing new business for our sub-agencies.

Natalie Plemons / Licensing Coordinator

Email: natalie@unkefermail.com
Phone: 800.523.5851
Extension - 230

Roles/Responsibility: Natalie prepares and submits agent contracting to Carriers we represent. After submission she tracks the progress of the appointments and continuously updates the agents regarding their status.

Kathryn Orr / Licensing Coordinator

Email: kathryn@unkefermail.com
Phone: 800.523.5851
Extension - 229

Roles/Responsibility: Kathryn prepares and submits agent contracting to Carriers we represent. After submission she tracks the progress of the appointments and continuously updates the agents regarding their status.


Finance

Susan Hauge / Vice President – Finance

Email: susan@unkefermail.com
Phone: 800.523.5851
Extension - 215

Roles/Responsibility: As our Vice Presidernt of Finance, Susan brings to the company a unique blend of talents and experiences. Susan has over 25 years of accounting and bookkeeping experience. As a former business owner, she works in tandem with management to assist in operating more effectively and efficiently. Susan’s main focus includes overseeing all aspects of the accounting and financial sectors within the company. Additionally, Susan assists Mr. Unkefer with a wide variety of administrative functions including assisting in the planning of agent events, and incentive trips.

Rebeka Banks / Financial Coordinator

Email: rebeka@unkefermail.com
Phone: 800.523.5851
Extension - 231

Roles/Responsibility: Rebeka works very closely with our Vice President of Finance in the areas of data management and accounting. Her work is essential to the tracking of agent production that ultimately is available in our agent support platform, SuperAgentTools.


Administration

Judy Unkefer / Receptionist

Email: judy@unkefermail.com
Phone: 800.523.5851
Extension - 200

Roles/Responsibility: Judy’s years of experience as an Executive Assistant and Legal Secretary have prepared her to be a valuable asset to the company in many different areas. Judy’s primary responsibility is receptionist however she does assist our Licensing/Contracting Department as needed and helps with travel coordination.

Heather Provo / Agent Services Coordinator

Email: heather@unkefermail.com
Phone: 800.523.5851
Extension - 201

Roles/Responsibility: Heather is one of the most efficient, organized, detail oriented individuals we have within our organization. As our agents have come to expect, she is diligent and prompt in her work always providing the most up-to-date information available in our ever-changing environment. When agents need brochures, client applications and forms, there is no one more dependable than Heather. She can mail, email, or order the forms directly from the carrier as an agent needs. Requests are usually fulfilled the same day. Heather also provides backup support for Receptionist responsibilities.

Our experienced and knowledgeable staff helps agents with:

  • On-line training, customized illustration tools and consumer friendly presentations
  • Retirement planning, maximizing growth and guaranteed lifetime income
  • Providing a personal Agency Development Manager to plan and develop a tailored consumer presentation
  • Finding the most appropriate product for specific customer’s needs
  • Eliminating market risk, minimizing system risk and avoiding estate tax issues
  • Leaving a legacy to loved ones (stretching income out over generations)