Disability Insurance Agency Principals

Jamie founded Set for Life Insurance in 1993 and has spent more than three decades placing individual disability coverage for high-earning professionals. She has helped more than 5,000 doctors across all 50 states protect their income, and she is one of a small number of brokers nationally vetted to offer Guaranteed Standard Issue coverage to medical residents and fellows.

Jeff practiced civil litigation in Colorado for more than thirteen years, representing both insurers and individuals in disability cases before state and federal courts, before joining Set for Life Insurance as a licensed broker in 2006. He is a graduate of Lafayette College and the University of Denver College of Law.

Josh leads the New York office from the Standard Oil Building at 26 Broadway in the Financial District, placing income protection and life insurance for high-earning professionals nationally. He is licensed in all fifty states and the District of Columbia. He is the third generation of the family to sell insurance, and works most often with clients whose income arrives as bonus, equity, or business revenue rather than salary.

Bruce entered the insurance business in 1970 and specializes in employee benefits and long term care insurance. He holds the Chartered Life Underwriter, Registered Health Underwriter, Certified in Long Term Care, and Life Underwriters Training Council Fellow designations, and divides his time between Charlotte and Denver.