Cltc® Lisa M. Roose

Director Of Long-term Care Insurance at One Resource Group

Lisa M. Roose, CLTC®, has a diverse work experience in various roles and industries. Lisa M. currently serves as the Director of Long-Term Care Insurance at One Resource Group, where they offer a wide range of insurance services and focuses on expanding the business through knowledge and innovation. Prior to this, Lisa worked as a Marketing Coordinator at Leasehold Finance Advisors, where they played a key role in coordinating marketing efforts for the company. Lisa M. also gained experience as a Service Advisor at Howard Bailey Financial, Inc., providing valuable advice and guidance to clients. Earlier in their career, Lisa worked as a Site Origination Coordinator at Unison Site Management, where they were responsible for coordinating site origination. Overall, Lisa's work experience showcases their versatility and expertise in different areas of the industry.

Lisa M. Roose, CLTC®, obtained their Network Management Associate of Applied Science Degree from International Business College from 2009 to 2011. In addition to their degree, they have obtained various certifications in the insurance industry, including being Certified in Long Term Care (CLTC) from CLTC in December 2022. Lisa M. has also obtained insurance agent licenses from multiple states, including California, Florida, North Dakota, Michigan, Louisiana, South Carolina, and Ohio, with the most recent obtained in January 2021. Furthermore, Lisa has obtained a Notary Public certification from The State of Indiana in November 2017. Lisa M. continues to pursue additional insurance agent licenses in states such as Colorado, Utah, Missouri, Texas, Mississippi, South Dakota, New York, New Mexico, and Delaware.

Location

Fort Wayne, United States

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One Resource Group

One Resource group was created in 2002 with the idea that one company could provide a level of service unmatched in the industry. We wanted to put together a team of highly skilled and highly motivated people that would work tirelessly to make the brokerage experience better for agents and producers. As President, Todd Stewart wanted to create a business model that allowed our clients to use ORG as a one stop shop for all their service requirements for life insurance, long term care, disability, critical illness and annuities. We offer a vast range of insurance services, including case design, case management, advanced markets and experienced underwriting. We strive to partner with our clients to expand their business and continue to lead the industry in knowledge and innovation. Eighteen remarkable years later we are extremely excited about the future of our company and the industry we work in. We look forward to continue to earn the respect of our partners, peers, and agents.


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Employees

51-200

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