Business Details
50+ Years
experience
Your Trusted Insurance Partner in Vandalia, OH
Founded in 1972, Issue Insurance Agency has established itself as a trusted brokerage general agency dedicated to empowering financial and legal advisors. Our mission centers on delivering wealth preservation and accumulation strategies through life insurance, long-term care insurance, disability insurance, and fixed annuities. We prioritize industry-accepted practices to ensure clients receive consistent, effective solutions that meet fiduciary standards. With decades of experience, we emphasize collaboration, providing continuous feedback to advisors to align all parties toward shared objectives. Our hands-on approach distinguishes us through superior responsiveness, expertise in complex cases, and a commitment to securing better client offers.We support financial professionals nationwide, offering end-to-end assistance from sales training to underwriting. Our team operates as an extension of our partners' staff, enabling streamlined operations and reduced overhead. Recognized for problem-solving excellence and relationship-driven service, we celebrate 50 years of dedication to client care and industry leadership. Our values of experience, education, innovation, and hard work sustain our competitive edge while fostering long-term partnerships built on trust and mutual success.
Services
Life Insurance
Long Term Care Insurance
Disability Insurance
Fixed Annuities
Sales Training
Marketing Support
Case Design
Underwriting Assistance
Details
- Year established: 1972
Highlights and features
- We offer 50 years of specialized expertise in insurance-based wealth strategies.
- Our hands-on approach secures better client offers and faster case resolution.
- We provide end-to-end support from sales training to underwriting assistance.
- Our team acts as an extension of your staff, improving operational efficiency.
- We maintain industry-leading responsiveness and problem-solving capabilities.
What people say
Experts in every area
Ease of doing business
Problem solving expertise
Service and knowledge
Long-term partnership value
Services
Life Insurance
We provide comprehensive life insurance solutions tailored to client wealth preservation needs. Our expertise ensures optimal policy structuring for estate planning and financial security. Advisors benefit from our carrier partnerships and streamlined application processes.
Long Term Care Insurance
Our long-term care insurance strategies protect clients against rising healthcare costs while maintaining asset integrity. We specialize in hybrid policies combining life insurance benefits with care coverage. Advisors receive specialized training on policy design and client education.
Fixed Annuities
We offer fixed indexed annuities as stable retirement income solutions with principal protection. Our team educates advisors on market-timing strategies and client suitability assessments. We maintain relationships with top-rated carriers to secure competitive rate guarantees.
Underwriting Assistance
Our underwriting specialists expedite policy approvals through direct carrier negotiations. We provide medical questionnaire guidance and risk-class optimization strategies. Advisors receive real-time case status updates and documentation support.
Sales Training
We deliver ongoing product knowledge training covering insurance innovations and compliance requirements. Our workshops focus on client acquisition strategies and cross-selling opportunities. Advisors gain access to marketing materials and sales scripts.
People
Mark George
Chief Executive Officer
CLU, CFP, and ChFC designations with decades of leadership in insurance solutions. Oversees strategic direction while maintaining hands-on involvement in complex case resolution and carrier relations.
Tana Heisey
VP Brokerage Services
Manages brokerage operations with focus on carrier partnerships and product development. Provides expert guidance on policy structuring and compliance matters for financial advisors.
Serena Brown
Case Manager
Coordinates policy implementation processes, ensuring timely delivery of insurance solutions. Specializes in client documentation management and cross-departmental collaboration for case resolution.
Breanne Kingrey
Case Manager
Supports advisors through all stages of insurance transactions. Focuses on accuracy in application processing and communication with underwriting teams for efficient policy issuance.
Taylor Johnson
Marketing Services Manager
Develops educational resources and marketing tools for advisor use. Manages training programs on product features and client communication strategies across insurance product lines.
Questions
What insurance products does Issue Insurance Agency specialize in?
We specialize in life insurance, long-term care insurance, disability insurance, and fixed annuities for financial advisors serving their clients.
How does Issue support financial advisors?
We provide end-to-end support including sales training, marketing materials, case design assistance, and direct underwriting negotiations.
Which states do you serve?
While based in Ohio, we support financial professionals nationwide with a primary focus on Midwest markets.
What experience does your team have?
Our team combines 50 years of agency experience with designations like CLU, CFP, and ChFC, maintaining industry-leading expertise.
Videos
