Tier One Interview: Kathy Bolton

May 27, 2020
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In the latest Tier One interview, CEO, Jay Judas, spoke to Kathy Bolton, Vice President, Plan Design and Administration at American Financial Systems, Inc. The pair chat about Kathy's path through the life insurance industry, non-qualified deferred compensation, Women in COLI, and Kathy's charitable work!

JAY: Whenever I meet someone new in our industry, if I want to quickly establish credibility, I ask, “Do you know Kathy Bolton?” Of course, the answer is almost always “yes”, and then a game of who knows you better always follows! You have a stellar reputation as a leading expert in executive benefits and how life insurance plays a role in funding those benefits. If you could, tell me about your role with American Financial Systems, which is headquartered in Waltham, MA, but operates nationally. It is safe to say you are not the only industry legend at AFS.

KATHY: Industry legend!?! Well, I must say that the executive benefits industry has been incredibly good to me. Over my 30-plus year career I have worked both on the supply side with product providers and life insurance carriers as well as with consulting firms on the delivery side. I have held positions in marketing, sales, financial modeling, product wholesaling, relationship management, and plan administration. As I reflect, I have been privileged to have met and worked with many of the experts in this marketplace!

Read the interview in full....