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Pat Joline

Pat Joline
Pat Joline, CLU, ChFC has been a leader in the independent brokerage marketplace since 1982. She has worked in personal production and in the advanced marketing department of a large mutual company, and was CEO of a major brokerage agency for 12 years. She holds a BS from Bucknell University and an MA from The George Washington University. As principal of Joline Associates, an independent wholesale brokerage general agency specializing in life, annuity, long term care and special risk cases, she focuses her time working with producers on the more advanced and unusual cases, offering case design and point of sale support. Pat has been extremely active on the national level through her involvement with The Marketing Alliance and the National Association of Independent Life Brokerage Agencies (NAILBA). She is a past Chairman of NAILBA and was instrumental in focusing the brokerage marketplace’s attention on national and state legislative issues that impact the life insurance industry. Pat is the 2001 recipient of NAILBA’s Mooer’s Award, which is the brokerage industry’s highest award for excellence. Pat has been an outspoken and positive proponent of the life insurance industry and has often been quoted in the National Underwriter, Life Insurance Selling, and Broker World. She has been published in Broker World, NAILBA news, and NJ’s Financial Advisor magazine. To talk with Pat or to learn more about Joline Associates, call 800.203.2797, email at joline@exit109.com or go to www.jolineassociates.com.

How Far Guarantees Should Go

For many years I have been working the numbers side of life insurance products, always in an effort to provide clients with the best pricing and the best product alternatives. The rule with me has always been to make the product offering straightforward, clean and in the consumers’ best interests. After the crazy 1980s and 1990s, when many producers were …

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