Holly's Quick Tips

Sales tips from Holly Taylor, senior annuity consultant at Ideal Producers Group

Every other Tuesday, Holly hosts a Quick Tips webinar covering timely topics and pressing issues annuity producers face in the field. These presentations last 10-15 minutes and offer ideas, information and talking points you can use to educate clients about key concepts, improve your practice and enhance sales. Don’t forget to watch your email inbox for invitations to join us for future events live!

Meet Holly

In her 15+ years in the insurance world, Holly Taylor is known in the industry as one of the most successful annuity consultants in the country. On a daily basis, Holly is involved in the intricate details of her valued producers’ practices.

Holly realizes that it’s not just about the latest product or fad, she really gets to know her producers and what they as individuals are interested in as well as what their clients’ interests.  Holly values her agents and grows with them in their practice and builds true friendships. She prides herself in being proactive and very responsive with her clients and loves to help in any way she can. She loves marketing and helping her agents take their business to the next level with helpful sales solutions.

When Holly is not helping her clients, she loves spending time in the Kansas City area with her husband Brian and three young children, Kobe, Kinzie and Kael. She is very involved in her kids’ school activities and sports which include swimming, running, cheer, baseball, softball, basketball and golf. She is also an avid runner herself as well as a triathlete — her three kids and husband also participate in triathlons.

DC Couch

…In more recent years as an independent agent, DC began working with Ideal Producers Group, and saw a need within the organization that he hopes to fill. DC explains,

Agents want someone who can help with sales ideas. We can certainly provide the quotes and find the best deals out there, but I hope to add the knowledge of understanding what it feels like to sit across the kitchen table selling a $100,000 term policy for $20 per month all the way to completing a buy/sell with a corporation with life insurance premiums in excess of $40,000. I’ve experienced this kind of spectrum in my career, and believe I have something of value to offer.

By adding DC’s talents to the Marketing Team, the Management of Ideal Producers Group is focusing on the tremendous advantage for an agent to be able to place his Life business with the same organization servicing his Annuity business. DC agrees,

To me it’s all about relationships. If you can get the support you need, why wouldn’t you take advantage of IPG’s stature and position in the insurance industry? Let alone the IRS program and bonuses our providers credit to agents. It’s a win/win/win situation!

Brian King

…He spent over 10 years as a career agent with National Life of Vermont where he specialized in advanced underwriting and business life insurance.  Brian also held his securities license while in the field. For the past 10 years Brian has been helping agents build and expand their practices in the independent marketplace. Prior to joining Ideal, Brian owned his own marketing firm.
When Brian is away from Ideal he is active in his church ministries as well as the Boy Scouts. Brian has lived the last 30 years in Spring Hill, KS with his wife Kelly, daughter Anna and his son, Sam.

Aaron Clark

…After several years as a captive, he became an independent producer. Aaron wanted to have the confidence that he was giving his clients the advice that is in their best interest. Aaron lives in Shawnee, KS with his wife, Abie, and their 3 children, Jameson, Meredith, and Garret. Being a husband and a father, balance is of utmost importance in his life. Aaron’s competitive drive extends beyond his professional life. He’s a marathoner and has competed in various races throughout the year to not only stay active but also to improve! With over a decade of consistent production as an agent, Aaron likes to put his knowledge, experiences and strong work ethic to work for you. You have your own goals; he’d like to help you reach them!

Stephanie Chapman

She began her career as a New Business Processor, but quickly knew she was ready to help Producers as a Senior Annuity Consultant.  Along the fast track to earning the position she wanted, Stephanie also passed the test to receive her CAS (Certified Annuity Specialist) designation. She states,

Even after years in the business, I get very excited about helping a new producer get licensed with us. We have so much to offer, I know I can make a difference in their business.

Richard Billings

…Richard has helped hundreds of agents increase their sales and income. In his personal sales experience and in helping other agents, Richard has come to believe that paramount for agents is to be honest with their clients. As a result, he is dedicated to providing his agents with accurate, up-to-date information.

Richard lives in Kansas City with his wife, Paula. They have three children: Brittany, Katrina and Richard; and three grandchildren. He is also a die-hard Kansas Jayhawks fan!

Mason Morasch

…From submitting your contract through getting that first commission check, Mason knows what it takes to get it done right, and right now!  The agents Mason services are thrilled with his responsiveness, and he keys in on that benefit. Mason explains, “I understand these agents have a lot going on and they can’t wait days to get information and answers. Sales are too hard to come by these days to lose a client because you’re waiting for material or can’t get through the voicemail trails at the insurance carrier. I do everything I can to bridge that gap for my agents.” Allowing Mason to provide you with this kind of dependability could make a difference in your business this year!

Mason and his wife, Tara, have two beautiful daughters, Michaela and Allie, as well as a son, Jacob. Mason and his family live in Overland Park, Kansas.

Marc Molina

…Marc also has a background in Medicaid Planning, and continues to service a few clients in addition to his Sales Advisor position at Ideal.  He feels this helps to keep him in touch with other producers. Marc explains,

“I understand the needs of the independent producer. I truly know why expertise, follow up and honesty are so vital to their daily business.”

Marc is known around the office for being a hard worker, and eager to help others. He’s also known for thinking outside of the box, which has resulted in his name on a couple of patents for products he has invented! His type of dedication and innovation are the perfect fit for Ideal Producers Group and the agents he services.

Marc and his wife, Jill, raise their three children: Andrew, Abby and Asher in Overland Park, Kansas.

Kim Strickbine

…When Kim isn’t helping the best producers in the business get better, you can find her spending time with her husband Jarrod and her children Tanner and Tori. Kim’s greatest passion is watching her son play baseball at the collegiate level and her daughter play competitive volleyball and softball. She is also a huge KC Royals and KC Chiefs fan.

Holly Taylor

…Holly realizes that it’s not just about the latest product or fad, she really gets to know her producers and what they as individuals are interested in as well as what their clients’ interests.  Holly values her agents and grows with them in their practice and builds true friendships. She prides herself in being proactive and very responsive with her clients and loves to help in any way she can. She loves marketing and helping her agents take their business to the next level with helpful sales solutions.

When Holly is not helping her clients, she loves spending time in the Kansas City area with her husband Brian and three young children, Kobe, Kinzie and Kael. She is very involved in her kids’ school activities and sports which include swimming, running, cheer, baseball, softball, basketball and golf. She is also an avid runner herself as well as a triathlete — her three kids and husband also participate in triathlons.

Karen Essary

“I’ve been helping Annuity and Life Producers for more than 24 years, and it never gets old. I think part of the reason is that we encourage our Members to bring us their difficult cases or unique needs, because if they know they can count on us when the job is tough, then they are confident in our services every day.”

Prior to developing and leading the Marketing Team at Ideal, Karen was the successful manager of a team of annuity advisors responsible for over $300 Million in annual premium. And, though her previous position was with a much larger organization, Karen believes the competition has nothing on IPG. She explains,

It is so exciting to be able to work at Ideal Producers Group where we are a young company, yet we offer our Members so much! From knowledge and education to incentives and bonuses to service and support–we provide it all. We invest everything we can back into our Agents because, after all, they are the reason we exist.

Karen lives in Shawnee, KS with her five children: Kyle, Dalton, Kennedy, Delaney, and Kaitryn. She is passionate about her faith and family, and is also a die-hard Denver Broncos fan. And you will never catch her missing a KU basketball game!

Ron Essary

…Ron quickly realized there were too many Agents needing support, marketing concepts to be shared, and former employees needed jobs! So, in January 2009, Ron and his Partners started a new marketing organization; however, this time around he had a different vision, and Ideal Producers Group was formed. The purpose of the producers group concept is to provide Agents with an opportunity to join an organization that offers networking and personalized services which have never before been available. “I want to promote an organization where the Members help each other achieve success”, Essary explains. “When this happens, everybody wins–including the consumer. All it takes is strong communication and some fresh ideas. I think that’s what I can bring to the table.”

Ron and his wife, Annetta, live in Shawnee, Kansas with their two daughters, Alexis and Madison.