Built for Advisors. Backed by Experience.
At Advisors Resource Company, we’re more than just a service provider—we’re a partner in your success. For over two decades, we’ve empowered independent financial professionals with the tools, strategies, and personalized service needed to grow and protect their businesses.
Your Trusted Partner in an Evolving Industry
As the financial services landscape shifts, we remain a constant—offering innovative insurance solutions, hands-on support, and a deep bench of industry knowledge. Whether you’re focused on wealth transfer, business planning, or retirement strategies, our team is here to help you deliver exceptional value to your clients.
Our Purpose
To inspire confidence through expertise and exceptional service.
What We Do
We empower advisors to serve their clients confidently by providing expert support, simplified solutions, and unmatched service in life insurance and annuities.

Our Team
The Advisors Resource team brings decades of experience, deep industry insight, and a relentless commitment to helping advisors succeed. With a hands-on, relationship-driven approach, we become an extension of your practice—empowering you to grow with clarity and confidence.


Ralph Pence
Former Chief Actuary

Julie Ramirez
Executive Assistant
Email: Julie.Ramirez@advisors-resource.com
Phone: (972) 338-9655 ext. 103

Madelyn Nelson
Marketing Director
Email: madelyn.nelson@advisors-resource.com
Phone: (972) 338-9655 ext. 108

Brendan Healy
Vice President of Wholesale
Email: Brendan.Healy@advisors-resource.com
Phone: (972) 338-9655 ext. 105

Chris Workman
Case Design Specialist
Email: Chris.Workman@advisors-resource.com
Phone: (972) 338-9655 ext. 107

Kathy Levins
New Business Manager
Email: Kathy.Levins@advisors-resource.com
Phone: (972) 338-9655 ext. 104

Alex Gonzalez
Sales Development Representative
Email: alex.gonzalez@advisors-resource.com
Phone: (972) 338-9655 ext. 109

Caleb Carlisle
Sales Development Representative
Email: caleb.carlisle@advisors-resource.com
Phone: (972) 338-9655 ext. 106
Events
We believe independent advisors deserve more than just transactional support—they deserve a true strategic ally. At Advisors Resource, your growth is the measure of our success. That’s why we’ve built a firm that invests in your long-term vision, delivering not just insurance solutions, but the confidence to expand, adapt, and lead in a competitive marketplace. We see your potential and provide the infrastructure, expertise, and encouragement to help you reach it.
Every advisor’s path is unique, and we’re here to walk alongside you at every step. Whether you’re just launching your practice or scaling an established business, our team brings the insight and innovation needed to help you break through to the next level. When you work with Advisors Resource, you’re gaining a partner that believes in your purpose, shares your ambition, and works relentlessly to help you build something that lasts.
Your Growth is Our Mission.
Please enter your information below so we can get in touch: