About Us

Unleash your potential with the right partner for your business.

Family-Owned Business

The Leaders Group

Our friendly staff is guided by our company’s core values with a focus on customer service. Since 1994, we have been enabling financial professionals to do what they do best.

 

Our overarching motto at The Leaders Group is Doing the right thing, is always the right thing.

 

Our Core Values:

Flexibility

We support your efforts to run your business independently and support a client-first mindset. We encourage our representatives to strive to their own level of success and will not impose production requirements. We afford our financial professionals the opportunity to work with nearly any life insurance and annuity marketing partner they prefer.

Our Compliance department has a business-friendly philosophy and our management team is helpful and accessible across all departments. We operate a centralized OSJ structure, freeing you from the obligation of conducting oversight responsibility with other registered representatives.

Transparency

We offer a simple cost and payout structure, complemented by an easy-to-use online business submission platform, LEADERSlink. We have a flat quarterly fee structure that is all-encompassing of our complete offering: Regulatory oversight, state-of-the-art technology platform, E&O, business processing, marketing support, and much more.

Expertise

We are a best fit for annuity and life insurance producers, with support provided to access all major product lines of VUL, VA, EIA, mutual funds and third-party money management.

For fee-based advisors, we offer a robust platform through TLG Advisors, Inc., an SEC-registered RIA with multiple custodial and platform relationships. Additionally, through TLG Advisors, Inc., we offer an in-house portfolio management solution through our Starlight Portfolios platform, which can be custom branded for the representative’s business.

The Leaders Group is a leading broker-dealer for private placement life insurance and life settlement solutions. We ask for attendance to our annual practice management meeting where our representatives exchange ideas, engage with our product partners, and learn from our top producers.

Ease of Doing Business

We’ve built a proprietary technology system to facilitate the transfer of existing business and the submission of new business. This is done via paperless processing through our cloud-based technology system, LEADERSlink. We offer a dedicated transition team to assist you in re-papering your book of business. Our friendly, professional staff is ready to pick up the phone when you call to address any need you may have.

Stability

The Leaders Group has enjoyed more than 25 years in the business, excelling in a constantly evolving and volatile broker-dealer market. We are committed to our values which are strengthened by our independent mindset. Our reps are not a number but members of The Leaders Group family.

Industry Awards

Sustained Excellence and Growth

The Leaders Group, Inc. has been recognized as a top independent broker-dealer in the nation several years running by InvestmentNews. For 2021, The Leaders Group was the 4th fastest-growing IBD and among the top 30 firms ranked by revenue and size. More information can be found at InvestmentNews.com.

Who We Are

Our Mission

Our Vision

The Leaders Group is positioned to be your 21st century partner in the broker-dealer space. Everything we do is centered around providing a superior experience for our financial professionals and clients.

The Leaders Group’s mission is to provide extraordinary service, expertise, and flexibility to our financial professionals, wholesale organizations, and industry partners.

We envision an industry where the complexities of doing business are simplified, and relationships are developed and aligned to deliver the highest level of service to clients.

The Presidents Club

Comprising the top 30 reps each year, the Presidents Club is a recognition of our most successful professionals at The Leaders Group. Members help educate other reps, participate in our annual conference, and mentor younger or less experienced financial professionals. The group creates an environment of sharing ideas and cultivating success among our retail professionals.

The Directors Council

The Presidents Club votes to elect members of the Directors Council each year. This small group meets often with our executive management to help provide feedback and guidance for the organization. This keeps our focus on what matters most, which is the service we give our financial professionals and their clients.

Executive Team

Sean Wickersham

President

Jane Riley

Chief Compliance Officer

Ben Tiller

Chief Financial Officer

Brennan Mann

Chief Operations Officer

Charles Arnold

Chief Marketing Officer

Account Management

Kim Cramer

Accounts Management Coordinator

Terry Mosson

Operations Associate

Nicole Hendrickson

Accounts Management Associate

Jana Nuzman

Sr. Accounts Management Associate

Jacob Chandler

Accounts Team Manager

Compensation

Van Lam

Compensation Team Manager

Savannah Lewis

Compensation Associate

Linda Taylor

Compensation Associate

Mimi Keegan

Compensation Associate

Kooper Vehige

Compensation Associate

Compliance

Jerime Wyant

Compliance Team Manager

Lisa Peck

Compliance Principal

Heather Schumacher

Compliance Advisory Principal

Melissa Kerr

Compliance Associate

Julien Mercier

Compliance Associate

Contracting

Melisha Westbrook

Contracting Coordinator

HR/Office Management

Betty Von Tersch

HR/Office Manager

IT - Information Technology

Dan Groves

IT Director

Daylan Simkavitz

System Administrator

Rebecca Onyeani

Salesforce Administrator

Marketing

Micah Hesting

Business Development and Service Support Team Manager

Monica Tall

Brand Strategy and Marketing Team Manager

Beth Bryant

Sr. Partner Relations Specialist

Jacque Kemp

Creative Team Lead

Steven Sen

Business Transition and Customer Service Associate

Michael Brown

Marketing Communications Specialist

Andrew Dwan

Relationship Manager

Registrations

Carlie Wasserman

Registrations Principal