Traci C. Eisner, CLU, ChFC
Director of Case Design/Research, Individual Insurance
Traci joined The Bensman Group (TBG) in 2007 as Life Insurance Analyst. Her primary responsibilities include assisting advisors in determining the most appropriate strategies based on client objectives. Traci provides excellent results for our clients by staying current on the life insurance marketplace, product changes and availability, tax laws and complex planning strategies.
Prior to joining The Bensman Group, Traci worked 4 years with JPMorgan Chase & Co. in their Life Insurance Division providing support to internal and external insurance advisors. Overall, Traci has over 20 years of experience in the insurance industry and with high net worth clientele.
Education, Designations, Licenses, and Organizations
Traci earned her Bachelor of Arts from Louisiana State University. She has since obtained her Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
Traci also holds the following licenses: Investment Company Products/Variable Contracts Limited Representative (Series 6), General Securities Representative (Series 7), Uniform Combined State Law Examination (Series 63), and Illinois Insurance License (Life, Health, Variable, Disability, Property, and Casualty).
Personal
A native of Pensacola, Florida, Traci and her husband reside in Buffalo Grove, Illinois. She has four children and her interests include travel, gardening, and movies.