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Leah Cruz
Office Manager / Case Manager
Leah is our office manager and staff supervisor. She has over 20 years experience in all aspects of life
insurance from personal production to agent sales training to case management. She has also developed strong relationships with our carrier underwriters.
Leah’s understanding of the entire process makes her a valuable resource for you. Pre– and post-application, she answers your questions about unfamiliar situations, helps you set reasonable client expectations, ensures cases are packaged for the best offers, and works with underwriters on difficult cases. Leah is focused on the management of permanent life insurance and fixed annuity business. She works with agents, underwriters, and reinsurance markets to find the right carrier for your clients. In addition, she manages the daily operations of the office.