Our Strategic Resources

  • Jeffrey H. Mandell, CLU – Business & Estate Liability Analyst

A native of Pottsville, Pennsylvania, Jeffrey is an insurance consultant, specializing in business insurance and estate planning, for a group of highly successful agents across the country. Previously he served as superintendent of advanced sales and vice president of technical support for Massachusetts Mutual Life Insurance Company (MassMutual).

He received degrees in economic and business/applied economics from the Wharton School of the University of Pennsylvania. While at Penn he was a Joseph Wharton Scholar and an S.S. Heubner Fellow. He has been a member of the American Risk and Insurance Association and the Estate Planning Council. He has held offices, chaired committees, and served an instructor and speaker for the Western Massachusetts Chapter of CLU and ChFC.

  • Wayne Pangburn – Executive Benefit Administrator

Wayne graduated from Bates College in Lewiston, Maine, where he earned a BA degree in economics. Following college he served three years as an officer in the United States Army. He entered the life insurance business in Boston in 1969 with Manufacturers Life. In 1976 he joined the home office of New England Life as director of advance underwriting and vice-president marketing. He left New England Life to begin a benefits consulting practice in Louisiana. Working on a partnership basis with agents and brokers throughout the country, he established a very successful practice dealing exclusively in the area of nonqualified fringe benefits.

  • Leslie H. Foster-Third-Party Administrator/Retirement Plans per SEC R202

Leslie graduated from Appalachian State University where she earned a BA degree in chemistry with minors in English and mathematics. Immediately after college she began working in The Greensboro Agency of Massachusetts Mutual Life Insurance Company as a pension analyst.

In 1992, Leslie had the opportunity to purchase a share in a third-party administration firm, Compensation Systems, Inc. In 2003, she became the sole owner of Compensation Systems, Inc. specializing in administration of qualified retirement plans for employers with companies having 1 to 200+ employees. Leslie currently has clients located in North Carolina, South Carolina, Texas, New York and Maine.

In addition, Leslie is currently furthering her career by studying for two designations, the CPC (Certified Pension Consultant) offered through the American Society of Pension Actuaries and the RPA (Retirement Plan Associate) offered through the Wharton School of the University of Pennsylvania.

Leslie H. Foster is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC 300 North Greene Street, Suite 1650, Greensboro, NC 27401-2167 (336) 275-0881. Compensation Systems, Inc. is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliate companies.

  • Dr. Jack Cotlar, President, Strategic Medical Consulting, Inc. – Specializing in Medical Insurance Underwriting

Dr. Cotlar graduated from the University of Texas, Austin and received his medical degree from Louisiana State University Medical School, New Orleans. He is board certified in Insurance Medicine and Internal Medicine. After spending 15 years in clinical practice of internal medicine he became the Medical Director of Indianapolis Life Insurance Company in 1993, which ultimately became AVIVA, USA. He left AVIVA in 2007 and started his own company, Strategic Medical Consulting, Inc. This has allowed him to continue his insurance medicine career in a unique manner. Dr. Cotlar now functions both as a medical director for life insurance carriers and as a consultant for life insurance producers. By working with carriers as well as producers, he has acquired a healthy perspective of the realities of both worlds. In addition to performing the duties of medical underwriting and teaching, Dr. Cotlar lectures to underwriting and producer groups. For additional information, click here www.strategicmedconsulting.com/

  • NFP Executive Benefits

NFP Executive Benefits offers excellent product research and third-party administration for Nonqualified Deferred Compensation, Bank-Owned Life Insurance (BOLI), Corporate-Owned Life Insurance (COLI), Disability Income Protection, and Executive Bonus Plans.

NFP Executive Benefits is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliate companies.