SHM Senior Management
Hersh Markusfeld
President
Jan Soppe
FSA, MAAA
Director of Sales and Marketing
Bob Yee
FSA, MAAA
Director of Consulting
Services
Caroline Talbott
Vice President of Operations
Gary Haber
Chief Financial Officer
The SHM team represents depth of experience and breadth of skillsets to assist insurers and distributors in developing new/enhanced products for entry into new markets:
- Extensive insurance experience at senior management levels including product development, sales support, and profit center responsibilities for life/health products, sold through multiple distribution channels to sponsored groups and individuals/ families
- A proven catalyst in working with distributors and insurers to develop competitive, differentiated products
- Nearly 20 years' experience managing one of the nation’s largest and most successful LTCI blocks of business (now Genworth Financial)
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Strategic Partnerships | + |
SHM recognizes and values the synergistic power of strategic partnerships. Our affiliations with Ruark Consulting LLC and US Living Benefits enable SHM to provide a depth of product experience in the full range of Living Benefits including Combo products, CII and wellness benefits.
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Ruark Consulting | + |
Ruark Consulting LLC offers expertise in annuity risk management and reinsurance, especially involving Living Benefit features.
"We believe the Combo market, and annuity combos in particular, represent a significant growth opportunity for insurers and distributors. Ruark has partnered with SHM to assist clients in capitalizing on this market, utilizing the combined expertise of our organizations."
— Richard Tucker
VP, Marketing and
Business Development
| US Living Benefits | + |
US Living Benefits is a preëminent consulting and marketing firm specializing in critical illness insurance for carriers, reinsurers and distributors.
Dan Pisetsky is President of US Living Benefits and is founder of the National Association for Critical Illness Insurance. A national speaker on topics and trends related to CII, Dan has developed innovative and profitable critical illness products, as well as providing marketing support and sales training. His expertise, focus and dedication have established him as one of the foremost leaders in the CII market.
"We all have dreams, plans and hopes for a better tomorrow. Unfortunately, a critical illness can reduce those dreams to ashes. It is my fervent hope that critical illness insurance will become associated with life, in the same way as life insurance has been associated with death."