Staff

National Annuity and Insurance Wholesalers

U.S. Marketing StaffPersonalized, Expert Agent Support

Our marketing associates have provided quality, personalized service to all of our agents and producers since 1971. The reason why we’re one of the oldest IMO / FMOs in the country is due to the success of the relationships we’ve built with our carriers and producers. Any agent who joins the U.S. Marketing Corporation network becomes part of the family.

Our associates are the core of our company – build and keep mutually beneficial relationships producers and agents while maintaining open lines of communication with our many affiliated insurance and annuity carriers. Here’s a little about each of our valuable staff members:

 

 

 

U.S. Marketing Corporation Staff

 

 

 
Don Fortney - CLU, ChFC, RFC

President

Don is the founder and president of U.S. Marketing Corporation. While running a large life insurance agency in the 1970’s, he identified a huge opportunity in selling insurance through financial institutions. Don is one of the principals who incorporated the institutional part of the former agency into U.S. Marketing Corporation. He has spent most of his career developing his individual practice and building distribution in banks, credit unions, and broker-dealers.

Don is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He acquired his securities license in 1987 and has recently added Registered Financial Consultant (RFC) to his credentials.

 
 
Eric Fortney – RFC, MBA

Vice President

Eric joined U.S. Marketing Corporation in 2000 and has been vice president since 2005. He has had an integral role in growing the company into a national wholesaling organization and has been actively involved in developing and expanding the company’s bank and broker-dealer channel.

Eric earned his Bachelor’s degree in economics and finance from Marian University in 2000 and received a Master of Business Administration from Cardinal Stritch University in 2004.

 
 
Nancy Fortney – CLTC

Vice President

Nancy is a founding partner and vice president of U.S. Marketing Corporation. With over 30 years of industry experience in long-term care insurance, including working with leading companies across the U.S., Nancy has a distinctive approach to asset preservation. She is an expert in merging long-term care into a financial plan, creating stand-alone policies and preserving individual personal wealth.

Nancy has a balanced leadership approach and is a strong supporter of emerging women leaders. Her involvement in women’s leadership began when she joined the Women’s Business Initiative Corporation (BIC) in Milwaukee. Through WBIC, Nancy became a mentor to a young female entrepreneur. Together, Nancy and her mentee wrote a book about the importance of mentoring: Mentoring, The Women, The Work, The Effects. After the book was published, Nancy was invited to Washington D.C. to be a part of the National Steering Committee for Women. Today, she continues to encourage and develop leadership roles for women in business.

 
 
Julie Fortney

Executive Case Manager

Julie joined U.S. Marketing Corporation in 2005 and is currently the executive case manager. She has assisted in various capacities within the business from licensing and new business processing to illustration and marketing support. Currently, she oversees the new business processes and handles high-profile and large face amount cases. Her close attention to detail and knowledge of the business provides additional support to the growth of U.S. Marketing and makes her uniquely qualified for her role.

 
 
Heladio Barajas

Marketing Coordinator & Internal Wholesaler

Heladio has been with U.S. Marketing Corporation since 2011 and is currently a marketing specialist & wholesaler. His responsibilities range from providing support on product design, illustration and care planning, to serving the financial planning needs of clients. He also coordinates marketing activities using a broad set of channels, including direct mail, email, websites and conference exhibits.

Heladio earned his bachelor’s degree in marketing and Spanish from the University of Wisconsin-Milwaukee.

 

 

 

 

 

Contact us for more information or to schedule a meeting.