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Cindy is the Director of Insurance Underwriting and Policyholder Service at Richardson Financial Group. Cindy is responsible for all aspects of underwriting new insurance applications as well servicing existing insurance policies.

Cindy schedules exams and interviews with our clients; obtains their medical records and pursues underwriting quotes from several insurance carriers to provide the most favorable rating category currently available. She is the point of contact between the insurance brokerage, the insurance company, agent, examiners, medical facilities and the client.

Cindy assists the policy owner’s with any changes or questions they have on their contracts such as changes of beneficiary or owner, loan, rate reductions, premium changes, etc. She is involved in periodic mailings regarding trust letters, cash value letters and policy maintenance.

Cindy has worked in the Insurance Industry since 1982 concentrating on New Business and client services. Her career in insurance began at New York Life and was followed by Northwestern Mutual Life. Prior to joining Richardson Financial Group, Cindy, worked for 15 years at an Insurance Brokerage Agency that specialized in Life, Annuities and Long Term Care Insurance.

Cindy is a graduate of the University of Wisconsin-Stevens Point. She has continued her education over the years by taking many classes with an insurance related focus.