Peak Pro(file): Getting to know Jane Upton

If you want to talk to the "brains" behind Peak Pro Financial, then you need to connect with Jane Upton. With more than 30 years' experience in the life insurance industry and holding the Chartered Life Underwriter (CLU) designation, she is responsible for developing and perfecting the firm's Advanced Markets and plan design capabilities. Advisors turn to Jane for her expert guidance and help with concept modeling and customized sales solutions, including wealth transfer, business succession, executive retention and retirement strategies. In the office, Jane is not only our resident Excel wizard, but she's the one to keep everyone calm, cool and collected. As a hardcore endurance athlete, Jane is highly driven and committed, always going above and beyond to help advisors and her colleagues succeed. Get to know Jane and what drives her to excel.

How do you approach problem solving for your advisors?

It’s important to ask enough questions to identify the client’s goals, and to ask the advisors to share their insights, then develop ideas for solutions.

What does good customer service look like to you?

Great customer service is responsive, thoughtful and thorough. It goes beyond ‘order taking’ and means that we look beyond a simple request for service into the long-term best interest of our agents and their clients.

What drives you to work hard every day?

More than simply putting in the hours, I strive to constantly be learning new things, keeping up with product developments, changes in tax laws and marketing concepts. I really enjoy the daily challenges: working on complex cases, modeling solutions and developing new and simpler ways for our agents to communicate with their clients.

What are the top 3 things advisors should focus on in order to gain new clients?

Education is the key to getting new clients and retaining them long-term. Advisors need to keep up with tax and legislative changes, product developments and marketing ideas and communicate them effectively to their clients. So continual education of themselves and their clients, and of course, always listening to clients’ concerns and objectives.

In one sentence, can you share one misconception about IUL?

So many people say that IUL is too good to be true, but it is actually good and true!