MEET THE TEAM

Leadership Team

I started UMS in 1984 to address the limitations I noted with several BGAs in the area. I wanted to break new ground by offering Independence and back room support to individual agents who wanted to break away from traditional companies.  My goal is to offer more competitive solutions for their clients instead of trying to use one company for all of their needs.  Thus our Credo was born..."Be in business for yourself, not by yourself!"

 

I began my insurance career in 1965.  Since then, I have served on various company Advisory Boards, as Secretary of the Delaware Association of Financial Planners, has held numerous board and committee positions for the local Life Underwriters Association, and am currently a Board member of the Burlington County College Foundation.   I have been a CLTC for several years.

MARY ANN LACEY-GRAY, CLTC

President &  CLTC

malg@callums.com

I have been in the insurance industry since 1979 working for two company home offices before joining UMS in 1995.   As Vice-President, I oversee the operations of the office from sales and marketing to administration.  Additionally, I oversee the day to day activities of the life department.

 

The most rewarding move I ever made in my career was to join UMS.  I now have the ability to bring agents a solution in almost every situation.   Having access to over 40 different companies completely expands the horizons on excellence and service.

 

I like to spend as much time as possible in my favorite place in the world, the Outer Banks of North Carolina.  I live in Newtown PA with my husband, two children and boxer mix!

Vice President, Life Team Manager
mlutkins@callums.com

MAUREEN
LUTKINS

Donna-office.png

I have been with UMS in some way since our inception over 30 years ago starting as a child stuffing envelopes at home.  Beginning my full-time career here about 15 years ago, I started as the in house Mortgage Loan Officer and am now a licensed insurance agent working in the Annuity Department with my background in marketing.  As the Annuity Department Manager, I help our team get the message out to our agents about the best products, solutions and marketing plan for your business. I am a continuing education instructor and help educate our agents on topics such as Social Security and Fixed Index Annuities.  I enjoy spending time with my husband and 4 children on the beach and at their various sports activities. 

Annuity Team Manager

dmclaughlin@callums.com

DONNA MCLAUGHLIN

Trudy (Cropped).jpg

I have been with Underwriters Marketing Service since 1988.  I run the Marketing Department and am a member of the Advisory Board. I truly care about helping you with your business and providing different sales opportunities. My goal is to help you with customized advertising, training workshops, lead programs, client seminar assistance and niche markets to help you open more sales.

 

I have been married to my husband, Art for 50 years, am the mother of eight children and grandmother of 21.  We enjoy going on cruises and of course our favorite vacations are going to the Jersey Shore with our children.

 

Marketing Manager

tkulikowski@callums.com

TRUDY
KULIKOWSKI

Having been with UMS since 1996, I view my role as helping agents feel comfortable offering the products in my area.  From working with you to develop a marketing plan, finding the right product solution and benefit design for your client, pre-qualifying the health of a client, and conference calls with the client and agent, we are a true one stop resource.  As the Director of UMS Forum, I oversee bringing continuing education to our producers on current topics that will help increase their sales.   I am recently married, living in Mt Laurel with my husband and our dog, a very proud Aunt and an avid Eagles fan.

LTC/DI/Medicare Supervisor

Director, UMS Forum

thancock@callums.com

TRICIA
HANCOCK, CLTC

MARKETING/SALES DEVELOPMENT TEAM

Annuity Sales Development

lpetrelli@callums.com

LIZ PETRELLI

Life Sales Development

jcountryman@callums.com

JOHN COUNTRYMAN

Annuity Sales Development

jmusgrave@callums.com

JERMIE 

MUSGRAVE

SeniorMarket Sales Development

tmarshall@callums.com

TERRI MARSHALL

Life Sales Development

vmckiernan@callums.com

TORY 
MCKIERNAN

UNDERWRITING REVIEW

Case Manager & 
Underwriting Review

lmeehan@callums.com

LORI MEEHAN

Agent Relationship Manager & 
Underwriting Review

npatel@callums.com

NEELAM PATEL

ADMINISTRATIVE TEAM

Contracting & Licensing

ekaighn@callums.com

EILEEN KAIGHN

Graphic Designer

information@callums.com

DENISE NYE

Annuity Suitability Officer

bmarchesani@callums.com

BARBARA 
MARCHESANI

Call Director

ahezlep@callums.com

AMANDA HEZLEP

Designed for insurance financial professional use.

Underwriters Marketing Service

100 Century Parkway

Suite 240

Mt Laurel NJ 08054

Phone:  800-524-1774

Fax:       856-727-0600