FEATURED EXCELLENCE AWARDEE
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security-benefit
chad.crunk@jackson.com
629-654-0833
Topeka, KS
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Dave Byrnes
SVP, Chief Distribution Officer
Dave Byrnes has more than 35 years of experience in managing sales and marketing teams, relationship management efforts, and development and distribution of financial products ranging from fixed, variable and indexed annuities, mutual funds, ETFs, and alternative investments. Dave is the Head of Distribution for Security Benefit, President of Security Distributors, LLC, and manages sales, marketing, and national accounts efforts for all channels.
Prior to joining Security Benefit, Dave held executive and senior sales positions at Sun Life Financial, Smith Barney, IDS Life Insurance Company, Shearson-Lehman Brothers, and Prudential-Bache Securities. Dave received a BA in business administration from Gettysburg College.
Dave Byrnes
SVP, Chief Distribution Officer
Security Benefit has become a leader in the US retirement industry, and as of March 31, 2026, it had $61.7 billion in assets under management. We focus on a highly selective network of national, regional, and mid-sized financial institutions across multiple channels including IMOs, independent broker-dealers, banks, and RIAs. We’ve also grown our base in specialized channels such as small business retirement (Solo(k)s, SIMPLES) and K–12 school districts. Our disciplined focus on risk-managed accumulation continues to gain momentum as Security Benefit distinguishes itself through thoughtful innovation, advisor-first education, and reliable execution.
FINANCIAL PROFESSIONAL USE ONLY
Annuities are issued by Security Benefit Life Insurance Company (Security Benefit) in all states except NY.
Justin Jacquinot
SVP, Head of IMO & RIA Channels
Lisa Flannary
SVP, Chief Growth Officer
Rui Guo
SVP, Chief Actuary & Chief Product Officer
Justin Jacquinot serves as the Senior Vice President of Independent Marketing Organizations (IMO) and Registered Independent Advisors (RIA). Prior to his current role, he held the position of Senior Vice President of Direct Relationships. With more than 22 years of industry experience, Justin has also worked for Aviva Life & Annuity as a Vice President of Distribution. He received his MBA and a bachelor’s degree in finance from Washburn University and holds Series 6, 7, 26, and 63 securities licenses. He earned the designations of Fellow, Life Management Institute; Fellow, Financial Services Institute; and Retirement Income Certified Professional.
Justin Jacquinot
SVP, Head of IMO & RIA Channels
With more than 25 years of experience, Lisa Flanary is Senior Vice President and Chief Growth Officer at Security Benefit where she leads the company’s integrated growth strategy and execution across the enterprise. She oversees the strategy, brand, marketing, sales enablement, product and value management, and communications functions. Her career includes executive leadership roles at Thrivent and Allstate, as well as serving as CEO of Degree of Honor Protective Association, where she led its successful merger with Catholic Financial Life. Lisa holds bachelor’s degrees in journalism and mathematics from Augustana University and an MBA from the University of Illinois –Chicago.
Lisa Flannary
SVP, Chief Growth Officer
Rui Guo, Chief Actuary and Chief Product Officer, joined Security Benefit in December 1999. She has oversight of product development, product management and pricing, valuation, and corporate actuarial modeling and experience study functions. Previously, Rui worked as a consulting actuary at Actuarial Resources Corporation. She holds a bachelor’s in computer science from Tsinghua University in Beijing, a master’s in mathematics from The University of Kansas, and a master’s in computer science from The University of Wisconsin. She is a fellow in the Society of Actuaries, a member of the American Academy of Actuaries, and a Chartered Financial Analyst.
Rui Guo
SVP, Chief Actuary & Chief Product Officer
Read on
Excellence awardee: Annuities Provider of the Year
Security Benefit Life
Joseph Wittrock
SVP, Chief Investment Officer
Joseph W. Wittrock is the Chief Investment Officer of Security Benefit and joined the firm in 2014. He is responsible for the management of Security Benefit’s investment and derivative portfolios and leads a team of more than 100 professionals. Previously, Joseph was with Aviva, where he served in various investment management leadership roles. Joseph earned his MBA with honors from the University of Chicago Booth School of Business and his bachelor’s degree, summa cum laude, from Buena Vista University. He is a member of the Chartered Financial Analyst (CFA) Institute and has earned the right to use the CFA designation.
Joseph Wittrock
SVP, Chief Investment Officer
Doug Wolff
Chief Executive Officer
Doug Wolff is the Chief Executive Officer of Security Benefit. As CEO, he oversees the company’s overall success of the business, including the vision, mission, direction, strategy, and culture. He also serves as Chairman of the Board for Everly, the company’s direct-to-consumer life insurance subsidiary, and is Chief Executive Officer at Eldridge Wealth Solutions. He has over 35 years of industry experience and previously worked at Ernst & Young and Allstate. Doug earned his bachelor’s in finance from the University of Illinois and is a fellow in the Society of Actuaries and a Chartered Financial Analyst.
Doug Wolff
Chief Executive Officer
Alison Reed is Executive Vice President, Head of Distribution at Jackson National Life Distributors LLC (JNLD), the marketing and distribution business of Jackson National Life Insurance Company (Jackson®). In this role, she is responsible for establishing strategic growth initiatives for Jackson’s distribution organization. She collaborates with other areas within the organization to drive performance, develop new product and distribution opportunities, and direct initiatives for continued business growth. Alison joined Jackson in 2002 and has served in a variety of leadership roles during her tenure at JNLD.
Alison Reed
Executive Vice President, Head of Distribution, Jackson National Life Distributors LLC
Brian Sward Is Head of Product Solutions at Jackson National Life Distributors LLC (JNLD), the marketing and distribution business of Jackson National Life Insurance Company® (Jackson®). He is responsible for leading the design of retirement products that further enhance and diversify Jackson’s robust portfolio of annuities. In this role, Brian leverages his broad expertise in the industry and competitive landscape to embed deep insights within his team that support Jackson’s overall strategy and contribute to its reputation as a retirement industry leader. Prior to joining Jackson in 2011, Brian was Vice President of Due Diligence at National Planning Holdings, Inc.
Brian Sward
Head of Product Solutions, Jackson National Life Distributors LLC