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ALU Executive Group

President
Margaret Taff, FALU, FLMI 
Vantis Life Insurance
200 Day Hill Road

Windsor, CT  06095
Telephone: (860) 392-9740
Email: mmtaff@mindspring.com
  

Secretary
Merv Gillson, FALU, FLMI, ALHC
AVP, Wholesale New Business
Sun Life Assurance Company of Canada
225 King Street West
Toronto, ON M5V 3C5 Canada
Telephone: (416) 408-8522
Fax: (866) 693-0324
Email: mervyn.gillson@sunlife.com  

Treasurer
Marti Rock Trevillian, FALU, ChFC, CLU
Director, Underwriting Training & Research
Pacific Life
45 Enterprise Drive
Alisa Viejo, CA  92656
Telephone: (949) 420-8045
Fax: (866) 693-0324
Email: martirocktrevillian@gmail.com 

          marti.trevillain@pacificlife.com 

Strategy and Technology Coordinator
Lee Janecek, FALU, FLMI
Senior Director and Chief Underwriter
Woodmen of the World
1700 Farnam
Omaha, NE  68102
Telephone: (402) 271-7295
Fax: (402) 661-6281
Email: ljanecek@woodmen.org

Director of Exams
Joe Keown, FALU, FLMI 
Senior Underwriting Consultant
Nationwide Financial
25 Egypt Road
Ellington, CT  06029
Telephone: (869) 454-0785
Fax: (413) 215-7397
Email: keownj1@nationwide.com   

Director of Marketing
Cindy Mitchell, FALU, FLMI, ACS 
Senior Research Underwriting Consultant
Generali USA Life Reassurance Company
11625 Rosewood Street, Suite 300
Leawood, KS  66211
Telephone: (913) 901-4680
Fax: (913) 901-4700
Email: cmitchell@generaliusa.com   
 

Director of Underwriting Development and Continuing Education
Sharon Garner, FALU, FLMI 
Chief Underwriter 
ING
1290 Broadway
Denver, CO  80203-5699
Telephone: (612) 224-7623
Fax: (612) 467-8325
Email: sharon.garner@us.ing.com 

Director of Currriculum
Frank Goetz, FALU, FLMI
AVP Multilife Underwriting
Pacific Life Insurance Company
45 Enterprise
Aliso Viejo, CA  92656-2601
Telephone: (949) 420-8637
Fax: (949) 420-7420
Email: frank.goetz@pacificlife.com

Director of Forum and Survey
Penelope (Pennie) Cerino, FALU, CLU, FLMI, ChFC
312 Mountain Avenue
New Providence, NJ  07974
Telephone: (908) 464-2427
Email: penniecerino@yahoo.com 

ALU Exam & Sub-Group Coordinators

Coordinator, Exam 101
Thomas J. (Tom) Jashinsky, FALU, FLMI
Lead Underwriting Consultant - New Business Risk
Northwestern Mutual

720 E. Wisconsin Avenue
Milwaukee, WI  53202
Telephone:  (414) 661-4589
Fax:  (414) 625-4589
Email:  tomjashinsky@northwesternmutual.com

Coordinator, Exam 201
Ann Day, FALU, FLMI, FLHC,CLU, FFSI, ARA, ACS
Vice President and Chief Underwriter
Western Fraternal Life Association
1900 First Avenue NE
Cedar Rapids, IA  52402 
Telephone:  (319) 363-2653
Fax:  (319) 363-8806 
Email: aday@wflains.org    
 

Coordinator, Exam 202
Jodie Hofmaier, FALU, FLMI, RHU
Risk Selection Manager
United of Omaha Life Insurance Company
9330 Hwy 133
Blair, NE  68008
Telephone: (402) 351-2469
Email: jodie.hofmaier@mutualofomaha.com

Coordinator, Exam 301
Linda Brandt, FALU, FLMI, ACS
Manager - Underwriting
CUNA Mutual Group

2000 Heritage Way
Waverly, IA  50677
Telephone: (319) 483-2487
Email: linda.brandt@cunamutual.com 

Coordinator, Forum Group
Scott Corbett, FALU, FLMI
2nd VP & Assistant Chief Underwriter
Ameritas Life Insurance Corp.Manulife Financial
1876 Waycross Road
Cincinnati, OH  45240-2825
Telephone: (513) 595-2714
Fax: (513) 674-5144
Email: scorbett@ameritas.com  

Coodinator, Survey Group
Donna Daniells, FALU, FLMI
AVP Corporate Underwriting
AXA Equitable
10640 Ballantyne Commons Parkway
Charlotte, NC  28277
Telephone: (704) 728-7495
Email: donna.daniells@axa-equitable.com
 


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