Noell Holmberg

Noell brings a wealth of expertise to the table, drawing from her extensive medical background as a nurse with a specialization in cardiology, neurology and orthopedics. This unique experience provides her with invaluable credibility when collaborating with underwriters. Her persuasive advocacy ensures that insurers approve client cases that might otherwise be denied. Additionally, Noell's proficiency in managing jumbo life insurance cases, ranging from $65 million to $450 million, offers significant value to advisors and their high-net-worth clients.

With over 23 years of experience in the insurance industry, Noell has excelled in various advisor-facing roles, including contracting, case management, underwriting, commissions, sales, and marketing. She has successfully led teams in underwriting and daily operations, consistently achieving high approval rates and operational efficiency. Noell's leadership has been instrumental in driving growth and delivering exceptional results for advisors and their clients.

Noell handles underwriting, life insurance new business, contracting and licensing, as well as advisor management.

CA License #4300054