Irene Mann, BAS, LUTCF, RHU, CSA

#1 Disability Insurance agent with Guardian Life, where she received the Health Insurance Quality Award.

Life Underwriters Training Council Fellowship Certification (LUTCF), which includes advanced studies in Disability Income, Business Insurance, Business Continuation, Key Person, Split-Dollar, Qualified Retirement Plans, IRA’s, Tax Concepts, Deferred Compensation, Executive Benefit Plans, Wills & Trusts, and Group Life & Major Medical.  After 5 years with Guardian Life, she spent two years at Mass Mutual, where she continued her training as a Financial Advisor.   

Registered Health Underwriter (RHU) designation from the American College, Bryn Mawr, PA.  As an RHU, she has extensive training in Individual & Group Medical, Disability and Long-term Care Insurance, Managed Care, and Planning for Retirement Needs.

Certified Senior Advisor (CSA). The CSA certification recognizes  in-depth knowledge and insight into the needs of seniors,  including Principals, Social Aspects and Trends of Aging;  Social Security & Taxes;  Financial & Estate Planning; Care giving;  Health, Nutrition & Fitness; Alzheimer’s, Dementia & Chronic Illnesses; Medicare + Choice; Medicaid Planning; Ethics; Senior Housing & Assisted Living; Long-Term Care; Grief & Loss; Advance Directives; Senior Spirituality; Resources; and Funeral Planning.  She possesses not only the book knowledge of what seniors and their families face, but has extensive experience as well.

Since the beginning of her career, Irene has been active in her local chapters of the National Association of Life Underwriters (NALU), the National Association of Health Underwriters (NAHU), the National Association of Insurance and Financial Advisors (NAIFA) and is currently on the Board of Director’s of the Northern California Chapter of the American Liver Foundation (ALF) and Chairperson of the Northern California Liver Walk for the past three years. Additionally, Irene is a Notary Public of the State of California.