Saybrus Partners

Way to go, Beyond Award winners! Congratulations to Abby McInerney, Life Case Manager, and Daniel Hirst, Internal Sales Consultant. Abby jumped in on a new initiative and call campaign. She proactively included her Saybrus teams in response to her calls, making sure all parties were in the know. Daniel co-hosted a life insurance webinar, garnering many attendees who offered positive feedback. He continues to receive high praise from his Wealth Management Consultant and supported territory. Thank you both for your dedication!

Powerful conversations and new perspectives at BISA last week! Toby Haun, Charles Diemar, RICP®, Jason Kubin, Robert Chewning (not pictured) and Kenny Brunelli (not pictured) were thrilled to attend. Four days of thought-provoking panels and meaningful connections that will shape our year moving forward!

The future is always uncertain – no one can predict what lies ahead. Instead of worrying about what might happen later on, focus on the things within your control. By working with a trusted Financial Professional, you can create a personalized financial strategy to help give you the confidence to face the unknown.

Congratulations to this month’s Beyond Award winners, Internal Sales Consultant Sean Streeter and Senior Case Manager Eileen Nguyen! Sean consistently gets positive reviews from his internal partners and branch offices for his responsiveness, attention to detail in understanding the requests he receives and delivery of high quality, compliant case designs and other materials. Eileen recently played a key role in an important departmental initiative, collaborating with team members and providing guidance on SOPs, all while continuing to manage her full caseload.   We are very fortunate that Sean and Eileen are a part of Saybrus!

Even in Las Vegas, our team is hard at work! Saybrus Wealth Management Consultants Eric Hartstone and Troy Briggs get the job done at the American Senior Benefits Managers' Meeting last week.

Our life insurance team recently hosted Kick Start 2025, a comprehensive virtual training program to Financial Advisors and Client Support Teams. Expert presenters shared timely protection strategies and best practices, plus action steps to help enhance clients’ experiences and drive business growth.   Featured presenters for Kick Start were Shelby Heitzman, Stefan Sieradzan, Ryan Driscoll, Daniel Hirst, Melanie Samsa and Scott Berghuis. Our series was hosted by emcee Amanda Smith. Jeffery Nook, Kate Newman Savett and Jeff Johnston also presented & contributed to the program.

Saybrus WMCs have hit the ground running in the new year! Jason Translateur and Collin Marcus recently hosted an Estate Planning Summit with Prudential Financial's Advanced Markets team, local estate planning attorneys, and John Hancock's 529 area. They reviewed estate planning opportunities in today’s environment and discussed techniques and available solutions to help Financial Advisors mitigate client exposure.

Welcome Gary D. Ruff, CLU® to Saybrus! Gary brings more than 30 years of experience in financial services and insurance to his role. He has vast experience in estate, family, and business planning. Gary takes a high-touch approach and is attentive to his partners’ unique needs. Saybrus is excited to continue to expand to provide better service and support for our partners’ growing practices.

Our Team In Action! Saybrus Wholesalers Jake Quagliaroli and Eric Hartstone with Nassau Financial Group Chief Growth Officer Thomas Buckingham (center), at the AmeriLife 2025 Kickoff Conference last week in Tampa, Florida.

Congratulations to Ryan Driscoll, Internal Sales Consultant, Anita Pecor, and Bobbie Grunwald, Senior Case Managers, for winning the December Beyond Award! Ryan consistently thinks of ways to help the team with procedures. He took the lead in putting together a valuable tool for his peers that will help with training of new hires and will also serve as an ongoing team reference guide. In addition to supporting their dedicated teams, Anita and Bobbie served as Case Managers for a new line of business. They have refined processes and mastered the complexities of this particular product. Their proactive collaboration has ensured effective communication and smooth workflows. Thank you, all, for everything you do. Keep up the great work!