Phone: 610.854.3311

Mai Vance, Director of Underwriting

Mai Vance is the Director of Underwriting. She has been in the insurance and financial services industry since 1989. As the Director of Underwriting, Mai serves as the primary liaison with carriers, medical institutions, clients and their advisors, to facilitate the medical and financial aspects of the underwriting process. Mai is also responsible for the implementation and servicing of multiple-life disability & life insurance programs and the ongoing management of irrevocable life insurance trusts.

Mai currently holds the PA Life/Health License, the Associate, Life Management Institute (ALMI) and the Associate Customer Service (ACS) designations from LOMA. She has completed 8 out the 10 required courses for her FLMI designation and hopes to have the last two courses completed in the coming years.

When she is not taking care of our underwriting needs, she is busy taking care of her family, which includes her husband and two children. They reside in North Coventry Township.