Sherry Boerst

Case Manager

What do you enjoy most about your role at TDC Life? 

Being part of a talented, resourceful team.

What has been your most rewarding career experience? 

I do not have a most rewarding experience. What I do find most rewarding is when we are involved in the full estate plan and see what part the life insurance plays. The most recent experience involved a young professional baseball player where we placed death benefit coverage on him and his wife for immediate income protection, supplemental retirement income coverage on him for the future, and second-to-die coverage for the benefit of his family with a charitable giving component – they are very generous with their church. This plan, along with their trusts and other estate planning documents, provided them with the protection they needed. This experience was both rewarding and provided a sense of satisfaction and pride.

How do you help your clients and their families Live Life? 

As part of the life team, I manage the case behind the scenes from information gathering to submitting the full application package to the insurance carriers and negotiate to obtain the best possible underwriting. This ensures the client of the best possible life insurance protection to allow them the peace of mind to concentrate on their own goals of living life to the fullest.

Why is TDC Life different?

We manage and take control of the case from beginning to end, making the process as painless as possible for our clients. We work diligently to make the process and plan design as simple as possible in the client’s eyes even though it may be very complicated behind the scenes.

Education and Accreditations

  • Property & Casualty licensed
  • CPCU
  • Life licensed
  • Successful completion of the INS certificate program in general insurance

How do you Live Life?

I live life by spending the majority of my time with my family – my husband of 20+ years, Tim, and my son Ben, who is 14 years old.

We are busy and involved in Ben’s activities with school, baseball, basketball, and scouts. I enjoy reading in my spare time, a good glass of wine, outside activities, relaxing with friends, and the beach when I can get there.