The Team
  Financial Planning
 
»
Creating the Financial Plan
 
»
Implementing the Financial
 
Plan
 
»
Monitoring the Financial Plan
 
 

Arlene Ferris-Kauffman
Vice President of Small Group Marketing

Licensed in Life and Health Insurance

  • 12 Years Experience
  • Small Group Marketing and Customer Service
  • Claim Subrogation
  • Quoting, implementing of Small Group products with Strong Customer Service Background. Arlene’s number one priority is customer satisfaction.

Arlene’s top priorities are customer service and customer satisfaction. Arlene oversees all of our in-house health accounts and deals directly with all major health insurance carriers. Arlene carefully reviews each and every product available on the market insuring that Executive Financial provides only the best available products for our clients.

Arlene manages a data system that insures each account is reviewed on a monthly basis making sure that our health insurance clients’ rates are the most competitive rates the market has to offer. Arlene and her staff work around the clock to insure that the level of service offered at Executive Financial is the best the industry has to offer.

Securities and Financial Planning offered through LPL Financial Member FINRA/SIPC. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: NY, NJ, PA, DE, NC, FL and CA.


1864 Route 70 East, Suite 100
Cherry Hill, New Jersey 08003
Phone: (856) 424-0067 Fax: (856) 424-5635