Sherrie Crowder
About Sherrie Crowder
Sherrie Crowder serves as an Insurance Administrator at MD Insurance Agency Limited, where she has worked since 2008. With extensive experience in the financial planning industry, she specializes in Universal Life and Permanent Life insurance policies, providing valuable insights to clients and financial consultants.
Work at MD Financial Management
Sherrie Crowder has served as an Insurance Administrator at MD Insurance Agency Limited since 2008. In this role, she provides expertise to MD's Financial Consultants and physician clients regarding insurance policies. Her responsibilities include obtaining Fair Market Valuations and facilitating the transfer of policy ownership to optimize tax benefits for clients. Crowder also analyzes and reviews insurance policies, recommending improvements and potential new products to enhance client benefits. Her work is focused on ensuring that insurance solutions align with clients' financial plans.
Education and Expertise
Sherrie Crowder studied at Loyalist College, where she achieved a General Secretarial diploma from 1985 to 1986. She has been active in the financial planning industry since January 1990, specializing in Universal Life and Permanent Life insurance policies. Crowder's extensive experience includes advising on tax-efficient strategies for handling client requests related to insurance policies and running illustrations to recommend changes on renewing term coverage.
Background
Before joining MD Insurance Agency Limited, Sherrie Crowder held several positions in the financial sector. She worked at Great-West Life as an Employee Benefits Coordinator/Broker Contact from 1990 to 1994 and later as a Case Coordinator from 2004 to 2005. Additionally, she served as a Client Services Manager at Carleton Financial Services Inc. from 2005 to 2008. Crowder's early career included a role in the Treasury Department at Export Development Canada from 1989 to 1990.
Achievements
Throughout her career, Sherrie Crowder has contributed to the financial planning industry by providing valuable insights into insurance policies. She has played a key role in maximizing tax benefits for clients through strategic policy management. Her ability to analyze and recommend improvements to insurance products has enhanced the overall client experience at MD Insurance Agency Limited.