Betsy P. Forman, CLU, ChFC

Betsy began her career studying disability insurance contracts in July 1996.   She is passionate about helping our advisors as they solve clients' needs for disability insurance.  She has built long term relationships with disability insurance clients across the country and specializes in servicing our clients who are physicians.  Betsy is an active member in industry associations including the National Association of Insurance and Financial Advisors (NAIFA) and is past president of the Society of Financial Services Professionals. 

When she isn’t concentrating on serving her client’s needs, she enjoys golf and a good round of Pickleball!