Midwest Financial Network is dedicated to providing innovative products backed by financial strength without sacrificing compensation.
Our goal is to offer you insurance solutions that are individually tailored to meet your clients' needs. From simple level term quotes to the most sophisticated estate plans, MFN is prepared to cater to your expectations.
Contact us today to learn more on how you can become a broker with MFN.
(click names for more information)
Ted Kotsakis - President
Ted Kotsakis
President
Ted has been in the life insurance business for 20 years. He spent
three years as an agent and then became a brokerage manager for
Prudential Select. In 1994 he became Regional Sales Director for
AIG Life. In February 2002, Ted founded Midwest Financial Network.
MFN has partnered with some of the finest insurance carriers to
provide life insurance, annuities, disability insurance and long
term care products. Ted has served on product advisory committees
along with numerous boards over the years. Ted is available to
assist you with any of the following:
- GA opportunities
- Broker contracts
- Advanced illustrations
- Impaired risks
Ted's E-Mail address is: tkotsakis@midwestfbg.com
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Noelle Kotsakis - VP of Operations
Chad Boreen - Regional Vice President
Chad Boreen
Regional Vice President
Chad has been in the financial services business for 13 years. He spent 8 years as an agent and then became a Regional Sales Manager for AIG Life Brokerage in 1999. In August of 2003, Chad partnered with Midwest Financial Network and became the RVP.
Chad serves as an external wholesaler representing multiple life insurance, long term care, annuities and disability insurance companies for MFN. Chad is available to assist you with:
- GA opportunities
- Broker contracts
- Advanced Case Design
- Joint Sales
- Seminars
- Impaired Risks
Chad's E-Mail address is: cboreen@midwestfbg.comm
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Sherlyn Swindell - Director of Marketing & Administration
Sherlyn Swindell
Director of Marketing & Administration
Sherlyn has worked in the finance industry for 20 years and began working as an Insurance Case Manager in 2006. She presently serves as a Business Development Manager focusing on implementing new systems that will enhance existing applications. She concentrates on products utilized by Midwest Financial Network that will effectively assist agents in servicing their clients and ultimately increase profits for individual agencies.
She has a Bachelor of Business Administration degree with a major in Finance from Walsh College. She is also a MI licensed Life, Accident and Health Insurance producer. Sherlyn is available to assist you with any of the following:
- Insurance Sales/Distribution Products
- Case Management
- Underwriting Requirements
- General Questions
Sherlyn's E-Mail address is: sswindell@midwestfbg.com
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Andrea Liberman - Case Manager / Marketing Consultant
Andrea Liberman
Case Manager / Marketing Consultant
After graduating from college with a degree in education, Andrea took a position with a major insurance company, working on one of the worldÕs largest group disability accounts. For most of her 28 years with that company, Andrea worked as a benefits consultant and communications specialist, and in staff/client training and development. She left that position to try some new and different career opportunities. Most recently, Andrea was an independent agent for a company specializing in voluntary workplace benefits. Andrea is available to assist you with any of the following:
- Underwriting requirements
- Insurance quotes and form requests
- General questions
Andrea's E-Mail address is: aliberman@midwestfbg.com
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Lori Vernier - New Business Coordinator
Lori Vernier
New Business Coordinator
Lori Vernier graduated from Ferris State University in December of 2007 with a Bachelors degree in Business majoring in Public Relations. She joined the Midwest team in November of 2008 as a New Business Coordinator. She is available to assist you with any of the following:
- New application processing
- Paramed exams
- Term quotes and form requests
- Underwriting requirements
- General questions
Lori's E-Mail address is: lvernier@midwestfbg.com
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Tara Sobie - Case Manager/Licensing & Contracting
Tara Sobie
Case Manager/Licensing & Contracting
Tara Sobie was new to the insurance industry in September 2008. She has been in banking most of her working career. Tara has an Associates Degree in Liberal Arts from Schoolcraft college. Tara is available to assist you with the following:
- Case Managing
- Licensing
- Commissions
- New Application Processing
- Term Quotes
- Form Requests
Tara's E-Mail address is: tsobie@midwestfbg.com
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Larry Gillis - Senior Agent Consultant
Case Design
"Just the carrier you're looking for." Our knowledgeable staff will assist you in choosing the best product from the right company. With over a dozen General Agent contracts - we can satisfy requests from "substandard" to the "super preferred"!
Case Management
"Accuracy and efficiency." After the application is taken, that's when our job begins. Our case managers are trained to thoroughly " scrub" your applications by double checking all appropriate fields and forms. They will also use the internet to order and receive all exams and Attending Physicians Statements. This process reduces the application turnaround time by an average of two weeks.
Pre-Underwriting
"One step ahead." Need a quick quote for a client with a health issue? You've come to the right place! Our staff has the ability to give you a tentative offer subject to normal underwriting requirements right over the phone. For the more elaborate case, give us the details in our Impaired Risk section, and we will provide you with the correct "Quick Quoter".
Annuities
"Financial Security." Our annuities division represents competitive products and financially sound companies. Whether it's income, guaranteed or traditional annuities, Midwest represents the companies that you want for your most trusted clients.
