The transfer will enable LISI to focus on its health insurance brokerage services. Under the new agreement, the San Francisco office of Leisure Werden & Terry Agency (LWT) will handle all Transamerica Occidental Life Insurance and Investments and Prudential Financial business.
Philip Lebherz, chairman and CEO of LISI, said: Based on many years of a strong working relationship, we are confident that LWT’s expertise in life insurance will give this group of life insurance agents access to substantial resources, quality services and a larger selection of life products from which to choose.
