Tuesday, April 12, 2016

The faces behind the names

Our Team


Ken Jones is a partner of Insurance Exchange Navigators. He has been an independent broker for 25 years, licensed in life, health, as well as property and casualty insurance. Ken is certified in senior products, longer term care, and annuities. He has an insurance designation as a certified professional insurance agent (CPIA). Ken specializes in closely held corporations and has been active in COSE strategic planning for 8 years. Ken is an expert in family business insurance needs along with employee and executive benefits. During his free time, Ken enjoys being in his wood shop creating and building just about anything. 
He can be reached at 440-266-0333 or kenjones@ienrisk.net.


Katharine Johnston has been a broker with the IEN team for 4 years. She is licensed in life and health insurance, as well as property and casualty. She is also ACA certified. She has a Bachelor's Degree from Cleveland State University, and is currently working on her MBA from Lake Erie College. Katharine is an account manager, and does the marketing for the office. 
Katharine can be reached at 440-266-0333 extension 6, or by email at kjohnston@ienrisk.net.


Jackie Greene has been a member of GBA Solutions, a strategic partner of IEN, for 18 years. She is a licensed agent in the State of Ohio for health, life, property and casualty insurance. Jackie concentrates extensively on Medicare Supplements, Medicare Advantage plans, and Part D Plans. Jackie also works closely with individuals under 65, and small groups in finding a plan to meet their needs. Jackie graduated from Otterbein College with a BA in Business Administration and Psychology, and is a member of NEOHUA, the Northeast Ohio Health Underwriters Association. Jackie is married with two girls and enjoys spending her free time on the soccer field or at the track with her family.  
Jackie can be reached at 440-266-0333 x 3, or by email at jackiegreene@ienrisk.net.


Bev is a broker with IEN, and has been in the health insurance business for 14 years. She specializes in Medicare, but has experience in small group, individual, and ancillary markets. She loves working with seniors, and does consultation with potential customers to make sure they understand all of the "ins and outs" of the Medicare process. 
Bev can be reached at 440-266-0333 or by email at bevcline@ienrisk.net.


Phil Smith is an owner and brand ambassador for FirstLight Home Care, one of the fastest growing non-medical care companies in America.  Phil has a passion for patient advocacy through continuing education and always provides an unbiased perspective for families faced with the challenges of senior living.  
He can be reached at 440-286-1342 or by email at psmith@firstlighthomecare.com.


After graduating from Riverside High School in Painesville, Ohio, Attorney Michael A. Wagner attended Ohio University, where he graduated with his Bachelor of Arts in Sociology/Criminology. Michael went on to pursue his Juris Doctorate degree at The Thomas M. Cooley Law School in Lansing, Michigan. During his time in law school, Michael became an editor for The Thomas M. Cooley Law Review, and was given the merit award for his abilities in Advanced Writing. Michael graduated Cum Laude in 2011 after which he passed the Michigan Bar Examination. Michael sat for and passed the Ohio bar in 2013 and was sworn in the same year. His primary focus in practice has been Estate Planning, Real Estate Law, and Elder Care Law, and he currently teaches Real Estate Law at Lakeland Community College. 
He can be reached at 440-286-4770 or by email at mikeanthonywagner@gmail.com.



Tuesday, April 5, 2016

Welcome!

Whether you found this blog through our e-newsletter, or by typing "What the heck do I do to plan for my future???" into Google...we're happy to have you! On this blog you will find a bi-monthly newsletter that you can sign up to have sent directly to your email (at the bottom of the page you will find a box to add your email if interested). You may also find the occasional post by one of our experts about how to deal with different stages of the aging process.

This blog is maintained by a group of professionals from multiple industries.

Insurance:
Ken Jones (partner with Insurance Exchange Navigators)
Katharine Johnston
Jackie Greene
Bev Cline

Legal:
Michael Wagner (Estate attorney with Frederick H. Green & Associates)

Home care:
Phil Smith (Managing partner with First Light Home Care)

Memorial planning:
Nancy Inman (Marketing manager with Jim Belding Monuments)

Together we are focused on providing the most up to date information on everything you need to know about getting older. Keep an eye out for future posts about each of our members, and feel free to reach out to them personally for more information on anything they talk about!

We are always open to suggestions on information you would like to see featured in the newsletter or on this blog, so please let one of us know if there's something you want to read about!