Profile
Samantha manages Optimus Life Design’s plan administration, verifying accurate carrier premium notices and ensuring the timely execution of illustrated loans and forms annually as required. She also trains new hires on the intricacies of post-issue loan service. Furthermore, she holds the vital role of internal compliance director for financial products, guaranteeing adherence to industry regulations.
Samantha brings extensive financial investment experience from national banks, local investment firms, and print media.