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Case Design Specialist
Susan Dixon, Case Design Specialist, provides sales and marketing support, including analysis, evaluation of funding mechanisms and solutions for estate planning and executive compensation. Her 35-plus years of industry experience positions Susan with working knowledge in the design of wealth transfer, business succession and non-qualified executive benefit plans.
As the life department manager, Susan sets standards and formalizes internal procedures for implementation of a plan for workflow management. Susan holds weekly meetings with the sales force to identify new sales opportunities and discuss continuing education topics.
- Xavier All-For-One Golf Outing - Volunteer
- ProKids, Run for Kids - Volunteer
- Northminister Presbyterian Church - Board of Deacons
- Life, Accident & Health Insurance and Variable Annuity license
- FINRA Series 6 Securities registration
- Hanover College - B.A. English
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