717-435-8144 x1010 – firstname.lastname@example.org
Ginny Cottrill joined KBM Consulting in 2020 as an Advanced Case Design Consultant. Ginny has over 31 years of experience in the life insurance industry. She employs her technical expertise in life insurance to assist KBM’s clients in generating sales. She provides product and illustration support in the initial design and she helps to develop a case from initial financial data through building a sales presentation. Ginny determines a client’s objectives and helps them decide on the appropriate product and design of a case working with the advisor and firm collectively. Additionally, she handles client service requests which consists of in-force case management, including generating in-force illustrations for existing plans to determine funding adequacy and to help identify new sales opportunities in the annual review process.
Previously, Ginny served as the Director of Case Design for two M Financial Group firms and as a Sr. Marketing Operations Coordinator for the Pacific Life Regional office in Seattle.
Ginny has an Associate of Applied Science degree in Business Computer Programming. She has her life and disability insurance license and holds FINRA Series 6 and 63 securities licenses. In her free time, she enjoys spending time with friends and family, working on DIY house projects, wine tasting and traveling.