Board of Directors

2018 Board of Directors


Jeffrey D. Mooers


Jeffrey Mooers is a third generation principal at H.D. Mooers and Company, a Brokerage General Agency started in 1937.  Jeff started at the agency in 1989, following in the footsteps of his father, his uncle (NAILBA’s own Douglas Mooers), and his grandfather.   After graduating from the University of California, Davis, Jeff went to work in the marketing department, and took over as President in 2000.

He currently serves on the Editorial Advisory Panel, and has served on numerous NAILBA committees, including as chairman of the Marketing and Strategic Planning Committees. He was recognized in 2012 with the NAILBA Chairman's Award, and he is an active supporter of the NAILBA Charitable Foundation, serving on the Grants Committee in 2012.  Jeff and his wife, Linda, have 3 children—Eddie, Emily, and Eric.  Jeff is a past President of NAIFA Mount Diablo.  Outside the office, he enjoys fly-fishing, traveling with his family, and coaching Eric’s soccer team.


Myra Palmer

Myra Palmer is president of The Palmer Agency and an advocate of the life insurance industry. With more than thirty years in the agency she brings knowledge, passion, and experience; carrying on a family legacy that began when her father, Howard H. Palmer founded the Palmer Agency in 1961. Myra is a student of the industry and is actively involved. She is Past President of the NAILBA Charitable Foundation Past President of Insurance and Financial Leaders of the Southeast and currently serves on several carrier advisory boards and the NAIFA Independent Advisors Task Force. She is an active member of NAIFA, SubCenters, The Marketing Alliance, and SAGE (a second generation study group.) Myra currently serves on the Oxford College of Emory University Board of Counselors.

Myra enjoys time with family and friends. She plays golf, runs, reads, travels, and is a wine enthusiast. Myra has three sons, Chase, DJ, and Palmer, a daughter-in-law Taylor, and a great companion in Blenner, her Golden Doodle.

Seixas "Chad" Milner III

Seixas “Chad” Milner III assumed the role of President and Chief Executive Officer of The Milner Group in 2017 becoming the third generation of his family to run the business. Chad is part of the fourth generation of his family to be in the insurance business and had previously served as the Vice President of the Senior Markets division of The Milner Group since 2001.

He is an expert in annuity product design and has received the accreditations of Certified Senior Advisor, Certified Annuity Advisor, and Certified Annuity Specialist. From 2001 until present, he has grown the annuity department from 10 million in sales to over 240 million in annual annuity sales. In 2012 Chad founded North American Senior Benefits (NASB) which is a Brokerage Agency focused on the final expense senior market. Currently NASB is the leading IMO in the final expense marketplace with over 600 career agents producing over 20 million in annual premium. NASB continues to lead the final expense market by adding over 30 new career agents each week.

Because of his dedication to the company and business, Chad has been recognized and awarded for his excellence and outstanding achievements with NAIFA-Atlanta’s 2011, 2012, 2013, 2014, and 2017 Top Advisors Under 40 Award. Chad maintains active involvement in the business by serving on the board of directors for both LifeMark Partners and NAILBA. He is also an active member of the AIG Advisory Counsel. Chad’s faith, strength and undeniable focus fuels his commitment to be the best innovator in this business.   He is married to Wendi Milner, with whom he has two loving sons, Seixas “Sage” Milner IV and Luke Milner. Chad attended Georgia College and State University from 1998-2001 and is very active in his church, Redeemer Presbyterian.

James Sorebo
Immediate Past Chairman

Jim Sorebo is President and CEO of Four Seasons Financial Group, Inc.  Jim started his financial services career in 1979 and was an executive with an industry leading insurance and investment company.  Jim graduated from Minnesota State University with a B.S in Business Administration. He is a member of the Society of Financial Service Professionals, Bank Insurance and Securities Association and International Association of Financial Planners. Jim previously served on the Board of Directors of BRAMCO, and also participates in the AALU Ambassadors Program.

Jim serves on the advisory board for The Lone Survivor Foundation, which restores, empowers, and renews hope for our militaries wounded warriors and their families. He resides in Medford, New Jersey with his wife, Kathy, and has two daughters.


John Gilbert

John Gilbert is the Vice President of Business Development for The National Benefit Corp (TNBC). John’s financial services career began in 2002 as an agent for Banker’s Life and Casualty.  He served the central Iowa senior marketplace with life insurance, long term care, annuities, and Medicare supplements.  John joined The National Benefit Corp. in 2004 as a marketing consultant specializing in annuity marketing.  Gaining a strong knowledge of the brokerage world and the independent broker dealer community was a key to the early successes of the TNBC annuity department. 

In 2009 John was named the director of annuity marketing at TNBC.  The annuity department continued to flourish, posting several consecutive record years in total annuity production.  In 2014 John accepted the role of VP of Business Development and has continued to help TNBC grow its distribution of insurance products in the institutional space while taking on a larger role in relationship management and agency operations. 

John has been active in NAILBA, serving as the Agency Successor Networking Group (ASNG) chair for the past three year, and was recognized in 2017 with the NAILBA Chairman's Award. John has also been active in the local NAIFA chapter, AALU and was the 2016 President of The TYGERS, a study group of second and third generation insurance professionals.  he attended Northwest Missouri State and Iowa State universities.  John is series 6,63 and life and health licensed.  John is married to Lindsay and together they have three wonderful children Jack, Julia, and Jenna. 


Jason E. Lea, CFP

Jason Lea joined Brokers’ Service Marketing Group in 2000 and in his current role of President, oversees all sales & marketing related activities at BSMG. He was recently recognized as one of the most promising young executives in Rhode Island as a part of the Providence Business News 40-Under-Forty program.

Prior to joining BSMG, Jason was employed by MFS Investment Management. He is currently a member of the Financial Planning Association of Rhode Island, the Rhode Island Estate Planning Council, and several carrier field advisory boards. Jason also serves on the membership committee of the Boston Estate Planning Council and is Past President of the Rhode Island Society of Financial Service Professionals. A graduate of Davidson College with a Bachelor of Science degree in Economics, Jason has also earned his CFP® designation, is a licensed insurance agent, and is FINRA registered series 6 and 63.

Ben Nevejans

Ben Nevejans is the President of LifePro Financial Services, Inc. Ben has been in the financial services industry for over 15 years. Upon graduating from Plymouth State University, Ben moved to San Diego, CA and soon began his career at LifePro Financial.

 Since that time, he has been directly involved with many aspects of the insurance and annuity business including sales, recruiting, marketing and management. In 2003 Ben opened and operated a satellite office of LifePro out of the greater Boston area. Now back in San Diego and serving as LifePro’s Chief Marketing Officer, Ben oversees the case management, underwriting, marketing case design and sales departments. Ben is active in the NAIFA San Diego chapter and has chaired their membership and programs committees

Victoria Van Dusen- Roos

Tori Van Dusen-Roos is the Principal - Head of Operations of Diversified Brokerage Services, Inc. (DBS). Tori joined DBS in May of 1993 after graduation from Arizona State University with a bachelor’s degree in communications. She, along with her brother Chip Van Dusen, is the second generation of their family business. 

As well as sharing ownership, Tori is the Chief Operations Officer. She is responsible for oversight of New Business, Case Design and all of Support and Services. Tori is also a Registered Principal for the agency.

Tori currently sits on the advisory council for a few different Insurance Companies as well as The Leaders Group, a Broker Dealer.  She is a current LifeMark Partners Board Member, past President of LIFE, Inc. (a National Life Brokerage Study Group), and has served on numerous NAILBA committees over the years.

Tori lives in Shorewood, Minnesota with her husband Greg and two beautiful children, Parker and Piper. Most of her spare time is spent with her family but she still finds time for her monthly cooking club, summer golf league, boating, dining with friends and gardening around the house.

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