Paula M. is an experienced associate at Barra & Associates, specializing in wealth management, commercial and personal insurance lines, and senior planning since June 2015. With a focus on capital preservation, wealth transfer, tax deferral, and retirement income, Paula serves a diverse client base that includes individuals, families, and business executives. Prior to this role, Paula worked as a licensed insurance agent at Bankers Life and Casualty Company and as an insurance agent in training at American Income Life Insurance Company. Paula also has a background as a wellness coach and distributor with Great Shape Today and Herbalife, and held a position as a human resources assistant at Revell Monogram, LLC. Paula's education includes an Associate of Arts and Sciences from Triton College.
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RELI Exchange (formerly Barra & Associates)
RELI Exchange combines artificial intelligence (AI) and cloud technologies with traditional business-to-consumer (B2C) and business-to-business (B2B) distribution through an exclusive agency partner network. An Insurance and Financial Services platform with divisions specializing in personal and commercial property, casualty, life, health and indexed markets. The company is subsidiary of Reliance Global Group (Nasdaq: RELI) and headquartered in Schaumburg, IL.