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Kristina Malady

Kristina Malady

Insurance Services Manager

Kristina joined FSM Wealth March, 2024 bringing more than 30 years of experience in the insurance industry.  Previous responsibilities include various facets of new business processing specifically with individual life, annuities, disability, long-term care and financial planning.  Whether it’s the initial sales phase to policy issuance, review and placement, each case is an opportunity for quality care.

As a Life & Health and Property & Casualty licensed producer, her career has consisted of assisting both advisors and their clients with custom, cutting edge product tools and resources, competitive analysis, and product marketing. She has facilitated the implementation of product-centric strategies that meet each client's individual needs and utilized her product knowledge to educate clients.

As a Data Manager she has learned the aspects of various CRMs and was the Salesforce Regional Champion for 10 offices. Additionally, she has extensive experience with Advisors Assistant, Agencyworks, and SmartOffice.  She has assisted with Commission AP/AR reporting and Key Performance Indicators. Given her years of experience in the industry, she has gained the product knowledge, proactiveness and the high level of service that helps her assist the needs of working with high-net-worth clientele.

She enjoys reading, writing and spending time with her husband, children and grandchildren.