Sheryl Ruiz, CLTC
Sheryl Ruiz joined KBM Consulting in 2021 as a Policy Owner Services Consultant. She provides a unique perspective given her 40 plus years of experience in the financial services industry, having worked in a career agency, brokerage general agencies, a national marketing organization as well as an insurance company home office. These experiences have provided Sheryl with an exceptional understanding of all sides of the industry enabling her to apply her skills and knowledge to her current role with KBM Consulting.
Sheryl has extensive experience in policy owner services from educating advisors on products and designs of life insurance to providing inforce illustration support, policy changes to designing marketing materials to aid the sales process. She provides a high level of professionalism and truly takes the initiative to complete projects and ensure any service issues result in a successful outcome.
Sheryl is a past President of the National Association of Insurance & Financial Advisors, Cleveland, Ohio Chapter and also has a Certified Long-Term Care specialist designation (CLTC). Additionally, she is licensed in Life, Health, and Disability insurance.
Sheryl enjoys spending time with family and friends, golfing, painting, or taking on any creative project! She is a proud mother of two amazing sons and has two adorable fur babies.