Ms. Todd began her insurance career in 1975 as a career agent for the Massachusetts Mutual Life Insurance Company. During her ten years with Mass Mutual she earned many production and quality business awards, including the coveted membership in the Million Dollar Round Table.
In 1985 she joined a mid-size Chicago area property/casualty agency with a mission to create and develop a Financial Services Division which encompassed employee welfare benefits programs, qualified retirement pension and profit sharing planning, business and estate planning, and individual life, health and disability products. Over a ten-year period her division grew to represent a significant percentage of the agency's business.
Ms. Todd joined Lamb, Little & Co. in September of 1995 to continue working with clients and prospective clients in the financial, estate, and wealth accumulation arenas. She also is active in assisting clients with Employee Benefits programs, including group health and welfare benefits as well as qualified retirement plans.
Ms. Todd attended Northwestern University, received her Chartered Life Underwriter (CLU) designation in 1978, her Chartered Financial Consultant (ChFC) designation in 1986, and her Certified Insurance Counselor (CIC) designation in 1998. She has served on the board of the Chicago Chapter of the Society of Financial Service Professionals.
She resides in Bristol, Wisconsin. She has three grown children and three grandchildren.
Jean can be reached at 847-230-3324 or jtodd@lamblittle.com |
