Elissa joined Schmidt Financial Group as the Director of Life Insurance Services
in early 2013. As an Financial Planner, Insurance Underwriter, professional, educator, and author, Elissa has been pursuing her passion for life insurance education since 1982. She brings with her valuable expertise in three distinct areas; the evaluation of life insurance products and preparation of estate plan financial modeling, underwriting and implementation of large face life insurance policies, and the ability to oversee the policy review staff and direct client relationship management.
Elissa’s valuable past contributions include the development of a number of proprietary premium finance structures. She has worked with capital providers, actuaries and insurance carriers in an atmosphere of complete disclosure to produce transactions that return the greatest potential to the client while maintaining the financial position of all parties.
Elissa has authored a brochure, “Optimizing Your Insurance Capacity Through Underwriting Advocacy” and has almost twenty years experience managing the life insurance services division of insurance advisory firms with a focus in the high net worth marketplace. Elissa has been a thought leader in the insurance industry and over the course of her career has presented to her peers on a variety of topics at both NFP and M Financial conferences and insurance carrier home offices.
Today with her blended experience of extensive product knowledge and underwriting acumen, she leads the SFG team. Elissa’s unique approach as the buyer’s advocate to the insurance marketplace allows SFG to sit on the same side of the table as the client and negotiate optimal results on their behalf in an environment of total transparency with the insurance carriers.
Elissa received her Bachelors degree from the University of Illinois at Chicago and currently holds FINRA securities registrations series 6, 63 and Registered Principal series 26.