Joan Cleveland | SWBC

Joan Cleveland, CLU, ChFC, REBC

President and CEO SWBC Life Insurance Company

I lead SWBC Life Insurance Company and SLIC Insurance Agency, LLC, strategically identifying new markets and implementing innovative distribution methods and product offerings. I employ Six Sigma analytical skills to drive process improvements to enhance the overall customer experience. I am adept at leveraging my expertise and creativity to integrate products, distribution, and marketing plans for the benefit of the consumer, our customers, and the company

888-246-5770
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Target Audience

Financial Institutions, Life Insurance Organizations, Financial Services Distribution Groups, and Consumer Groups

Experience

35 years of experience in the life insurance industry

Organizations

Chairman of the Board, Consumer Credit Industry Association (CCIA)

Vice Chairman, Texas Association of Life & Health Insurers (TALHI)

Member of the Board, Life Insurers Council (LIC)

Governing Board Member, Make-A Wish of Central and South Texas

License / Certifications

General Lines Agent, Life and Health, and Annuity in all 50 states

FINRA 6, 7, 24, 63, & 65

Chartered Life Underwriter®

Chartered Financial Consultant®

Registered Employee Benefits Consultant®

Education

Bachelor of Science in Business Administration

University of Phoenix

Skills andExpertise

Credit Insurance

Debt Cancellation

Accidental Death & Dismemberment

Life Insurance Products

Home Warranty

Pet Health Insurance

Identity Theft Protection

ConferencePresentations

  • Reaching the Underserved and Uninsured
  • Mitigating Lender Default Risk
  • Innovation and Insurance: Are They Really Compatible?
  • The Role of Life Insurance within America—Markets,Products, Distribution

Contact Us

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