Marjorie Holman
About Marjorie Holman
Marjorie Holman is the owner of Simply Financial, a company she founded in November 1997. She has extensive experience in the insurance industry and is affiliated with LifeMark and PLAN.
Work at Transamerica
Marjorie Holman has been associated with Transamerica Life Insurance Company since 1988. In her role as Owner of Simply Financial, she has contributed to the company's operations for over 36 years. Her extensive experience in the insurance sector has allowed her to develop a deep understanding of the market and client needs in the Phoenix, Arizona area.
Education and Expertise
Marjorie Holman studied at Eastern Washington University, where she focused on Applied Psychology. She completed her Master of Science degree in this field from 1978 to 1979. This educational background has equipped her with skills that are beneficial in understanding client behavior and needs within the financial services industry.
Background
Marjorie Holman founded Simply Financial in November 1997. The firm operates as an affiliate of LifeMark, a prominent marketing organization specializing in insurance products. Additionally, Simply Financial is a member of PLAN, which concentrates on institutional markets, enhancing its reach and service offerings.
Achievements
Under Marjorie Holman's leadership, Simply Financial has established a presence in the financial services industry. The firm’s affiliation with LifeMark and membership in PLAN reflects its commitment to providing quality insurance products and services. Holman's long tenure in the industry demonstrates her dedication and expertise in financial planning and insurance.