MEET YOUR EXECUTIVE TEAM
Casey Lillie | CEO
Look for the center of the action, and that’s where you’ll find Casey Lillie. His vision, can-do attitude, and hands-on approach have brought him great professional success and personal satisfaction. Casey excels in creating opportunities for others to succeed. His experience grants him unique insight into the upper reaches of Medicare, Life and Annuity marketing and sales strategy. When he’s not consulting with an agency principal on lead generation or the details of a 401k rollover, there’s no telling what Casey is up to. He could be hunting a bear, deep-sea fishing, enjoying a building project, teaching his kids a new skill, or planning his family’s next great travel adventure.
Denise Lillie | CFO
No detail gets past Denise Lillie- she doesn’t miss a beat or overlook an opportunity to help agents grow their business in a compliant way. Denise is highly skilled in managing appointment setting teams and long-term client retention strategies. The time she invests each sales season compiling plan data and generating market-specific action plans pays off every year. Put a cup of coffee in her hand, and she can complete any project in an accurate and timely manner. Denise loves adventurous travel, hanging out at the pool and spending time with her family… especially on days when her alma matter’s UT Vols look alive on the ballfield!
Amanda Yeager | CMO
When a complex service or eligibility issue arises, it usually lands on the desk of Amanda Yeager. She takes great pride in balancing broad industry and specific technical knowledge and can uncover an appropriate solution for almost any challenge. Amanda is your go-to person for quotes, market analysis, portfolio reviews, and agency succession planning. Talk with her about your goals, and she’ll help you create a plan to exceed them. Amanda values long term agent relationships and motivating others to do good work. She looks forward to long walks around their pond with her family, dreaming up land improvements and creative craft projects.
Dylett Salazar | Contracting Director
Our agents are moved seamlessly through their carrier onboarding due to the efforts of Dylett Salazar. Contracting is more involved than it seems on the surface, but she stays focused on the end goal, managing each agent’s progress closely and ensuring everyone has up-to-date selling credentials and business forms. Dylett is incredibly sharp and focused, and her organizational skills keep everyone on track. She loves to get home and get cooking, preparing authentic Latin cuisine and goofing off with her family over dinner. Now that her children are growing up and becoming more independent, she’s rediscovering her passion for kickboxing.
Kayla Puckett | Commissions Director
If there’s a missing dollar or piece of data, Kayla Puckett can be trusted to track it down. She works relentlessly to scrub client applications, monitor production reports, and audit commission accounting. Whether it’s an agent or carrier error, we can rely on Kayla to discover the source of any client coverage or agent payment issues that may occur. Since not every application moves through every system perfectly every time, our agents are incredibly fortunate to have her seeking resolutions on their behalf. Kayla enjoys a good retail therapy session and relaxing outdoors with her family… she has developed a beautiful garden to unwind in.
We unite independent agents with the resources to exceed their goals.