Talma Nassim Talma received her Chartered Financial Underwriter designation (CLU) in 1985 and Chartered Financial Consultant (ChFC) designation in 1987. She is a life and financial service industry veteran for over 25 years. Her experience includes case design, negotiations with carriers for sub-standard cases, retirement planning, business succession planning as well as all aspects of employee benefits. |
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Phil Burchman Phil has been in the life insurance field since 1982 specializing in personal insurance, buy/sell situations and executive/owner personal estate planning and pensions. He has successfully worked with closely held family businesses, emphasizing on succession planning and pensions. Phil has held his NASD Securities license for over 25 years. |
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Jennifer Zelin
Jenn has been with Morstan Plus since November 2002. Her job functions include commissions, long-term-care case management, marketing, illustrations and broker assistance. |
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Kate Feuer Kate joined our team in January 2005. Her role include health new business - quoting/processing/changes/terminations, life case management, illustrations and broker assistance |
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Lolita Saroopchand Lolita joined Morstan Plus in March 2006. Her position involves licensing and appointments, life case management, illustrations and broker assistance. |
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