Susan Westerholm supports clients and advisors through the life insurance planning and implementation process, from applications and underwriting through policy placement and ongoing service. She coordinates with clients and insurance carriers, manages case requirements, and keeps each step of the process organized and on schedule.
Susan is licensed in life insurance and holds FINRA Series 6 and Series 63 registrations, giving her a working knowledge of financial services and investment products alongside her insurance case work.
Clients and colleagues rely on Susan to help navigate the insurance application and underwriting process, compare coverage options, and work through insurance planning needs based on individual circumstances and goals. She works with clients to understand their options and put appropriate coverage in place for the people and assets that matter most to them.