Our Team

Penny Adams - BA, ACS, AIAA, FLMI/M

Marketing and Client Communication Assistant

Penny’s educational background includes a B.A. from the University of Waterloo and the Master Fellow designation from the Life Management Institute. Penny’s primary role is client communication. In addition, Penny handles our in force life insurance correspondence, provides assistance with client questions and concerns, and acts as a liaison with the life companies we represent.

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