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Tennessee


Individual Sales

The Tennessee offices are located in these cities:

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Brentwood (Nashville)

Dan Mills
Special Marketer Developer

  • Harpeth on the Green II
  • 109 Westpark Drive, Suite 220B
  • Brentwood, Tennessee, 37027
  • Phone: 615-377-6780
  • Fax: 866-609-9074
  • Toll free: 800-544-1163

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Brokerage & Wholesaling Representatives

Daniel Barry
RVP-Nonqualified Plans

  • 13860 Ballantyne Corporate Place, Suite 400
  • Charlotte, North Carolina 28277
  • Phone: 704-716-2480, ext. 480
  • Fax: 704-586-0008
  • Toll free: 888-363-4001, ext. 480

Rick Helms
RVP-Life Brokerage

  • 13860 Ballantyne Corporate PL
  • Suite 400
  • Charlotte, North Carolina 28277
  • Phone: 704-716-2481
  • Fax: 704-586-0008
  • Toll free: 888-363-4001, ext. 481

Stacy Miner
Life Regional Vice President

  • Fax: 515-362-1952
  • Toll free: 800-654-4278, x51779

Don Schamay, CFP®
Disability Income Regional Vice President

  • Principal Life Insurance Company
  • 2000 Riveredge Pkwy
  • ATTN: DI
  • Suite 900
  • Atlanta, Georgia 30328
  • Phone: 800.451.8903
  • Fax: 770.690.8732

William Clay "Clay" Birdwell, Brokerage General Agent
Baker Birdwell, LLC

  • 5200 Maryland Way, Suite 302
  • Brentwood, Tennessee 37027
  • Phone: 615-309-5958
  • Fax: 615-309-5950

Sam O. Cargo, Brokerage General Agent
Cargo & Associates, Inc.

  • 10408 Jackson Oaks Way
  • Knoxville, Tennessee 37922
  • Phone: 865-694-3454
  • Fax: 865-694-4730

Kai Kaiser, Brokerage General Agent
Kaiser Financial Group, Inc.

  • 736 Crossover Lane
  • Memphis, Tennessee 38117
  • Phone: 901-761-9600
  • Fax: 901-682-6528

Rodney Miller, Brokerage General Agent
The Brokerage Agency, Inc.

  • 9724 Kingston Pike, Suite 1003
  • Knoxville, Tennessee 37922
  • Phone: 865-690-2039
  • Fax: 865-691-4160

Jeffery D. Wilson, Brokerage General Agent
Affinity Marketing Group, LLC

  • 2000 Glen Echo, Suite 111
  • Nashville, Tennessee 37215
  • Phone: 615-383-8522
  • Fax: 615-234-2097

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