Office Location & Contact Us


9670 Kenwood Rd., Blue Ash, OH, 45242
United States
Local: 513.621.9650
Toll Free: 800.621.6161
Fax: 513.621.0672

  Find us on Facebook
  Link up with us.

Sign Up for Email Updates

Send us a message

Contact Form
Please enter your name.
Your email address.
The message you wish to send.

Contact Us Via Email

Jeffrey D. Mohr, RHU, CLTC  President

John J. McLean – Vice President

Shaun Mohr – Marketing Specialist

Chris Herrmann, CLU, CEBS – Disability Sales Manager

Tom Trebes, RHU – Disability Sales Specialist

Scott Christie, – Senior Product Specialist

Joe Stephan, CLU, ChFC – KY Sales Manager

Lesa DiStasi – Life/LTC/Annuity Quoting Specialist

Cheryl Ellis – Disability Case Manager

Florence Reagan– LTC/Life Case Manager

Marilyn Wasser, FLMI, CLTC, CLU – LTC/Life Case Manager

Jessica Cornett –  Administrative Assistant

Bethany Becker – Life Case Manager

Michelle Lowe – Life Case Manager

Peggi Johnson – Administrative Assistant

Sarah McKinney – Administrative Licensing