The Standard Names Retirement Plan Sales Head: Executive Changes

What You Need to Know

  • Jason Burlie was previously the head of sales and strategic relationships at Prudential Financial.
  • James Ryan comes to Oceanview from National Western Life, where he was senior vice president and head of sales.
  • Elizabeth Mann is Verisk’s new executive vice president and chief financial officer.

The Standard has hired Jason Burlie to be vice president and head of sales for retirement plans.

He will oversee product design for the Portland, Oregon-based arm of Meiji Yasuda as well as sales, marketing and distribution.

Burlie was previously the head of sales and strategic relationships at Prudential Financial. He was based in Dallas.

He started out as a plan administrator, with TBG Financial, in 1997. He stayed with TBG when it was acquired by Mullin, and he stayed with MullinTB when it was acquired by Prudential.

He has a bachelor’s degree from the University of Phoenix and a master’s degree in business from the University of Southern California.

Oceanview

Oceanview Life and Annuity Co. — a Phoenix-based that changed its name from Longevity Insurance Co. in 2019 — has hired James Ryan to be executive vice president of marketing.

Ryan has been senior vice president and head of sales at National Western Life.

He has held positions in sales and related functions at life insurance and financial services providers since 1997. He spent four years at Sun Life Financial, two years as national sales manager at Prudential Financial, seven years at Lincoln Financial Distributors, and more than three years at Voya before moving to National Western Life.

Ryan also worked in relationship management at Cole Capital and Griffin Capital Securities.

He has a bachelor’s degree from the Catholic University of America.

Verisk

Verisk — a Jersey City, New Jersey-based insurance industry data provider — has hired Elizabeth Mann to be executive vice president and chief financial officer.

Mann succeeds Lee Shavel, who is now Verisk’s CEO.

Mann was previously the chief financial officer at S&P Global Ratings and S&P Global Mobility.

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