March 16, 2023 Breakfast
Please join us In Person at the Hyatt in Bellevue in the Larch Room on the 3rd Floor of the Cascade Tower!
Topic: Title: PPLI (Private placement life insurance)
Speaker: Lorrie Baldevia & Dennis McMahan, AssuredPartners
- Coffee Chat starts at 7:00am for those early risers!
- Breakfast at 7:45am
- Presentation begins at 8:00am
- Sponsors Bring Your Swag and come early to set up!
Lorrie is Agency President at AssuredPartners. She oversees sales strategy, operations and marketing
for the northwest region. In addition, Lorrie is a lead business advisor for AssuredPartners’ largest clients
nationally. She specializes in unique executive benefit programs that help incentivize employees and
drive overall company growth. Lorrie also works with business owners on sophisticated life insurance
strategies for estate planning, key person protection and business transition. A staunch advocate for
clients, she is known for being one of the most effective advisors in the industry and has served on
various committees for life insurance carriers and advisory groups nationwide.
In 2015, Lorrie received the coveted Women of Influence Award given by the Puget Sound Business
Journal and in 2016, the Journal named her to their 40 under 40 list of business leaders who are moving
the needle. On the community front, Lorrie concentrates her energies and resources on programs that
support disadvantaged women and children. She has served on multiple boards and is a known
philanthropist who has raised millions of dollars for underprivilege communities. Lorrie is also an advocate
for education and serves as an advisory board member for the College Access Now as well as Seattle
University’s Executive Leadership Program. Prior to joining AssuredPartners, Lorrie held consulting
positions at Merrill Lynch & First Investors. Lorrie graduated from Seattle University majoring in Marketing
and International Business and earned a Leadership Executive MBA at the University.
Dennis McMahan has played a central role with the development of M Financial Group’s exclusive
private placement life insurance products since their inception in 2000. He provides marketing and
product design support to M Financial’s Member Firms and under his oversight M’s private placement
insurance suite has achieved nearly $6 billion in assets under administration. He also manages the
Product Management team at M Financial, which provides competitive analysis in support of its M’s
product development efforts and its Member Firms. Dennis also provides thought leadership on life
insurance carriers and products by authoring knowledge and insight pieces for M Financial’s members
and industry publications. Prior to joining M Financial Group in 1998, he was an agent for BMA
Assurance Company and a Registered Representative for Mutual of New York.
Dennis received a Bachelor’s degree in Economics from Portland State University. He earned the CLU®
designation from The American College.