LifeMark Partners is the preeminent and most sought after insurance distribution company, providing financial services and related products on a national scale with a consistent brand promise and compliant customer solutions.
Board of Directors
Bill Shelow is President of LifeMark Partners, Inc. He assumed that role in September of 2011. In this role Bill is responsible for the relationships of LifeMark Partners and the company’s partner agencies and executing strategies that fuel the growth and status of LifeMark Partners in the industry. Prior to joining LifeMark, Bill was President of Duncan Financial Group and CEO of Wealth Preservation and Management t/a Atlantic Financial Group; one of LifeMark’s 41 BGAs since 2008. In that role Bill helped to significantly grow the BGA, increasing revenue fourfold in three years. He also oversaw the management of six other business units of Duncan Financial Group, the parent company of Atlantic Financial Group. Bill also enjoyed a 25-year career with the Harleysville Insurance Companies, where he spent his last 14 years with Harleysville Life Insurance Company. During that time he headed up sales and marketing as a Senior Vice President and from 2003 to 2008 served as President and COO of Harleysville Life. During this 14-year stretch, Harleysville Life grew direct written premiums significantly. Bill holds a Bachelors Degree from The Pennsylvania State University in The College of Human Development. He also has earned the designations of CLU, ChFC, CPCU and LLIF. He has served on the boards of nonprofit organizations and lives in Collegeville, Pennsylvania with his wife and three of his five children.
Mark Rosen, CLU is President of Underwriters Brokerage Service, an independent life and health brokerage agency located in Pittsburgh, PA. Mark’s insurance career began in 1978 at Security-Connecticut Life in Hartford for an initial training program after which he then returned to the family business as a marketing associate. Rosen and his firm are founding members of LifeMark Partners, a national marketing organization, where he currently serves as Chairman of the Board. Mark has been active in numerous industry organizations and is a Past Chairman of NAILBA, the National Association of Independent Life Brokerage Agencies. In addition he is a Past President of LIFE, Inc., has served as member of the board of the local NAIFA chapter and local chapter of the Society of Financial Service Professionals and is also a member of the Estate Planning Council, International Association for Financial Planners, AALU and PLAN. A graduate of Miami University of Ohio, Mark resides in the Pittsburgh suburb of Mt. Lebanon and he and his wife Georgia are proud parents to Zachary and Rachel.
Christopher G. Greis is the President and founder of Leaders Partners, Inc., North Barrington Illinois. Leaders is a service and distribution company for life insurance professionals and financial advisors. It specializes in case design, joint point of sale, and efficient back office processing. It is a member of NAILBA, where Chris is a past chair, and LifeMark Partners, Inc., a marketing organization he co-founded.
Prior to forming Leaders Partners, Chris spent twelve years in underwriting and marketing capacities at the home office and twenty years as a Brokerage General Agent in two prior businesses, both of which he founded. He entered the brokerage business 1981.
Chris holds memberships in the major industry trade organizations and the LIFE, Inc. and Risk Appraisal Forum study groups, and he is a past-President of the Greater Chicago Chapter of Financial Service Professionals. Chris also currently serves on the field advisory councils of Legal and General America, Transamerica and Mutual of Omaha. He is a frequent author and speaker on industry affairs. His blog, Consumer/Advisor Post, can be accessed via consumeradvisorpost.com or leaderspartners.com. He can be reached via email at firstname.lastname@example.org.
Bill Conwell started in the life insurance business in 1979 as an agent with State Life of Indiana. In 1982 he became the Brokerage Manager for the Transamerica Branch in Birmingham. The Branch became a General Agent in 1986, and Bill gained ownership in 1988. The agency joined LifeMark in 2004, and merged with Grice Financial in Charlotte in 2009, to form Dixon Wells. Dixon Wells has acquired new locations in Nashville TN, and Columbia SC since that time. Bill served on the local NAIFA Board for 10 years as Public Service Chairman. In charge of the annual fundraiser golf tournament, and the annual Toys for Tots campaign. He is also a member of the local FPA chapter. Bill graduated from the University of Montevallo with an Accounting Degree and was a four year letterman on the golf team. He served on the Board of Governors of Hoover Country Club, 1995-1997, and 2002-2004 and was President in 2003. Bill’s interests include golf, fishing, hunting, watching Alabama Football, but most weekends Bill will be on his tractor managing his property in South Alabama. His main interest is keeping up with his real estate wife, Beth.
As a 1988 graduate of the University of Tennessee, John entered the life insurance industry as a Marketing Specialist for Manhattan Life Insurance Company in Cincinnati. After a company merger, he joined Tennessee Brokerage Agency (TBA) in Knoxville as Marketing Manager. After serving in various positions, he became company President in 1996, a position he enjoys today. TBA is a wholesale life brokerage agency that is licensed to conduct business in all 50 states and specializes in obtaining life insurance for agents/clients with less than perfect health histories. TBA has been in the wholesale insurance business since 1959 John has served on many local and state insurance association boards as well as local civic and social organizations. He is currently President of NAIFA-Tennessee, Past Chairman of the National Association of Independent Life Brokerage Agencies (NAILBA), former Board Member of LIFE Foundation, past President of the NAIFA-Knoxville, past President of TYGERS a second-generation brokerage agency study group. John carries a NASD Series 7 and 63 securities license and is life/health licensed in 50 states.
John is married to Johnna and has four children, Hannah, Kate and Sadie and Jack. In his spare time, he enjoys playing golf and spending time with his family.
Tori joined DBS in May of 1993 after graduating from Arizona State University with a bachelor’s degree in communications. She, along with her brother Chip Van Dusen, is the second generation to lead their family business.
Not only does Tori share ownership, but she is also the Head of Operations. She is responsible for the oversight of New Business, Internal Marketing Associates and all of Support and Services. Tori is also a Registered Principal for the agency.
Tori shares her passion for and knowledge of the industry, like her father, by being active. She currently sits on the advisory council for a few different Insurance Companies and The Leaders Group, a Broker Dealer. She is a current LifeMark Partners Board Member, past President of LIFE, Inc., and has served on numerous NAILBA committees. Tori is currently serving on the NAILBA Online Education Committee.
Tori lives in Shorewood, Minnesota with her husband Greg and two beautiful children, Parker, who is ten, and Piper, who is seven. Her spare time is spent mostly with her family but she still finds time for her monthly cooking club, summer golf league, dining with friends and gardening around the house.
Melinda Meyer received her bachelor’s degree from Illinois State University in Education and Psychology. She has over 35 years of senior management experience in both multi-carrier insurance environments and broker dealer operations. Melinda served as ValMark Securities’ COO for 12 years during the creation and development of the company and is currently VP of the overall enterprise focusing on advisor practice development and growth. She serves on the board for NAILBA as well as LifeMark Partners and is fully engaged with The AALU.
Melinda resides in Medina, OH with her husband, Bob. She enjoys spending time with her three adult children, their spouses and 3 (and counting) grandchildren. Her favorite pastime is attending The Masters in Augusta, GA and regrouping during the winter months in North Augusta, SC.
Seixas “Chad” Milner III was born in Atlanta, Georgia in July of 1978 and grew up in Athens, Georgia. He is married to Wendi Milner, with whom he has two very loving boys, Seixas “Sage” Milner IV and Luke Milner. Chad attended Georgia College and State University from 2007-2000 and is very active in his church, Redeemer Presbyterian, which is in his home town of Athens, GA. Chad is the fourth generation of his family to be in the business and has been the Vice President of the Senior Markets division of The Milner Group since 2001. From 2001 until present, he has grown the annuity department from 10 million in sales to over 240 million in annual annuity sales.Chad is an expert in annuity product design and has received the accreditations of Certified Senior Advisor, Certified Annuity Advisor, and Certified Annuity Specialist. Because of his dedication for the company and business, Chad has been recognized and awarded for his excellence and outstanding achievements with NAIFA-Atlanta’s 2011, 2012 and 2013 Top Advisors Under 40 Award. In 2012 Chad founded North American Senior Benefits(NASB) which is a Brokerage Agency focused on the final expense senior market. Currently NASB is the leading IMO in the final expense marketplace with over 300 career agents producing over 20 million in annual premium. NASB continues to lead the final expense market by adding over 20 new career agents each week.
Steve Taber has a bachelor’s degree from Oklahoma State University and pursued his MBA at the University of Denver. He has been in the insurance industry since 1986, starting with a family insurance based firm and then working for a major insurance carrier for multiple years. With a desire to move into more of a client-focused position, Steve accepted the position of Estate Planning Specialist with Smith Barney & later Prudential Securities (now Wells Fargo Advisors). Steve enjoyed tremendous success and was consistently one of the leaders of both firms. In 2004 Steve launched Mercury Financial Group which is now a national advisory firm that works with the top Wall Street firms and banks.
Malcolm Sklar started his 33 year insurance career in 1973 with Phoenix Mutual Life after graduating from Jacksonville University in 1972. In 1975 he joined Life Plans Unlimited, which was one of the first General Agents with Security Connecticut Life. In 1987 Malcolm became president of Life Plans and participated on the original Security Connecticut Advisory Council. Malcolm was a founding partner of LifeMark Partners, Inc., and is currently Chairman of the Board. He is also currently the President of GBS Insurance and Financial Services, the insurance and employee benefits division of Arthur J. Gallagher, which acquired Life Plans Unlimited in 2002. Malcolm has also authored many articles for trade publications and has been a featured speaker at various industry events.
Leon Huffman is the President of Huffman & Associates, an Orlando, FL based distributor of life, annuity and LTC products. Leon started his career in 1972. He has obtained CLU, ChFC, CPCU designations and is a NASD registered principal. He has served on numerous advisory boards for insurance companies. He is past president of Central Florida Chapter of CLU & ChFC, past president of Professional Association of Independent Insurance Distributors, and former board member of FFRL RE-Insurance company.