November Membership Roundtable- "Best Intentions...Ugly Results", Life Iinsurance Tax Traps
Heather Kelly’s insurance industry experience spans more than two decades; across many facets of the industry at both corporate and field levels.
Heather has held corporate positions including Regional Sales Consultant, National Marketing Specialist and Director of Business Solutions. Her field positions have included Sales Vice President, Director of Business Solutions, Estate & Business Planning Consultant and Associate General Agent. Throughout her career, Heather has received awards and recognition for outstanding performance.
Heather has served on industry and community Boards and Committees. She has spoken at national and local conferences. Her area of expertise is the advanced life insurance marketplace. This includes, but is not limited to, advanced estate planning, business succession planning and key person compensation planning.
Ms. Kelly has also been recognized by Athena International as their first recipient of The Young Professional Award in 2007 for her leadership, professional excellence and improving the quality of life for others in the community.
Ms. Kelly received the following designations: • Health Insurance Associate (HIA) designation from the Health Insurance A i i f Ai Association of America; • Registered Health Underwriter (RHU) designation from The American College; • Managed Health Professional (MHP) designation from the Health Insurance Association of America; • Charted Life Underwriter (CLU) designation from The American College. Heather has also matriculated and completed all but one course, for her Charted Financial Cons ltant (ChFC) designation from The American College Consultant (ChFC) designation from The American College.
Heather and David, her husband, have one child, Nathaniel and a loving yellow lab Princess.
