Jane Upton's Profile and Contact Information
Jane Upton joined Peak Pro in 2017 as Director of Advanced Markets with more than 30 years of experience in the life insurance industry. Jane specializes in plan design and funding analysis, working with agents to assist with concept modeling and the implementation of customized sales solutions including wealth transfer, business succession, and executive retention and retirement strategies. Jane’s varied areas of expertise include production, case design, product analysis, and marketing support, as well as systems, implementation and training on insurance software applications. Her past work experiences include executive benefit analysis, programming and user support for a software development company, and systems user training, business analysis and special projects for a major life insurance company.
Jane received her Bachelor of Science in Business Administration (Information Systems) from Colorado State University. Jane holds the Chartered Life Underwriter (CLU) designation, an insurance license, and has held FINRA Series 6 and 63 licenses.
Jane is an endurance athlete, training for triathlons and marathons. She enjoys spending time with family as well as golf, music, hockey and baseball.