Nancy Smith

VP of Training & Development

Nancy Smith

Nancy has a wide array of experience using her investment and finance knowledge.

Nancy is an expert on a vast array of financial products and services. So much so that she provides specialized training to many experts in the economic field.

Nancy operated a full-service Real Estate firm where she developed and implemented a Financial Awareness Program to first-time service homebuyers as well as individuals who were seasoned investors. During her time in real estate, Nancy assisted in buying and selling over 100 properties. She also provided direction with asset management, liability, and liquidations of properties. Nancy has provided support for even projects with large scale financial implications, including a condemnation sale with the City of Chicago which settled for over three million dollars.

Services we offer

Life Insurance

Take care of the people who depend on you by providing them with a needed safety net in times of uncertainty.

Annuities

Get the right plan for your future retirement in place by generating a guaranteed income you can depend on for years to come.

Disability

Avoid financial worry in the event of physical injury or ailment that prevents you from working by having short or long-term disability coverage.

Who we are

We are an independent group of highly credentialed financial professionals whose focus is creating financial security for both families and individuals as well as companies, small businesses, and their employees.

Why Choose Us

Expert Access

Our local independent agents are experts in financial strategy and can quickly help you make the best decisions to support your needs.

Dedicated Team

Your agent is your advocate for financial decisions and is available to you whenever you need direction or guidance.

Reliability

The financial strength of Ameritas Mutual, founded in 1887, backs our organization. We'll be here to help now and in the future.

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