Meet Our Licensed Life and Retirement Specialists
Licensed Life and Retirement Specialists
As a cleric or lay employee of the Episcopal Church, you’re entitled to complimentary discussions with our licensed life and retirement specialists: Grace, Kevin, Anna, and Larry. They have over 100 years of combined experience and are here to serve you and answer your questions.
Call (888) 735-7114, Monday - Friday, 8:30AM - 8:00PM ET (excluding holidays) or click here to schedule a complimentary discussion.
Grace's passion is educating people about life insurance and annuities, and then helping them design strategies for protecting their financial futures.
For more than 25 years, Grace has studied the many ways annuities and life insurance can be used to provide financial security and stability for individuals and their families. Prior to joining Church Life, Grace worked at Metropolitan Life Insurance Company, one of the leading insurance providers in the industry.
Grace is driven by the desire to help others achieve their financial goals. Unlike licensed agents at many other financial firms, Grace is not commissioned on product sales.
Grace lives with her two children in New Jersey and is an active member of her church.
Kevin is focused on the welfare of others, both personally and professionally. He has served as a faculty member on more than 100 Planning for Tomorrow conferences educating, assisting and engaging clergy, lay workers, seminarians and their families about retirement planning.
Before joining Church Life Insurance Corporation in 1990, Kevin worked in a variety of insurance capacities at leading financial firms such as John Hancock and Prudential, where he held licenses in life, health, property and casualty.
Kevin's talent lies in serving individuals—on the phone, in person, at conferences—by providing the tools and creating the financial road maps needed to help guide you to a more secure financial future.
While other companies focus on selling products, Kevin's desire is to put you on a path to a more secure financial future.
Larry has dedicated himself to understanding the financial needs of those who serve the Church. He’s the author of Personal Finance for Clergy and has given financial workshops at many seminaries.
Larry's been helping people as a financial planner for over 20 years, and is a licensed Chartered Financial Consultant (ChFC). He has also written many articles for various financial planning and accounting publications.
Anna is driven by the opportunity to help clients achieve their financial hopes and dreams. As a Chartered Financial Planner® (CFP), she’s been doing that for the past 25 years, helping clients with all aspects of financial and estate planning.
Anna is bilingual, fluent in both English and Spanish.
Annuities are offered by Church Life.