Meet Your Dedicated Team


Erick Lindewall

Vice President – Annuity Sales

Erick Lindewall, Vice President of Annuity Sales

Erick Lindewall is an industry veteran with 27 years of experience, including 20 years as an External Annuity Wholesaler. He as worked with financial advisors in all major distribution channels. Erick has been recognized as a sales and relationship management leader multiple times during his wholesaling career. Before beginning his wholesaling career, Erick was a financial advisor and sales manager.

Erick and his wife Jennifer have 2 college-aged children. Hiking, biking, and the beach are how Erick and Jennifer spend their free time.

I believe the foundation of all successful business relationships is experience and trust. I understand what advisors need from the partners they choose to work with. Delivering superior service, creative business-building ideas and honest, straightforward product positioning has been my guiding principle for my entire career.

support team

Edward Martin

Senior Annuity Case Manager

"Result-driven, focused Senior Case Manager for life and annuities"

Mark Davey

Senior New Business Coordinator

"A New Business Manager building relationships"

Kimberly Marcella

Senior Creative Director

"Creative Director and award-winning brand designer"