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Photo of Associate Financial Representative LaNee S Small

LaNee S Small

Associate Financial Representative

916-218-4403

LaNee Small has over 17 years experience as an Associate Financial Representative at Northwestern Mutual.  She anticipates our clients' needs and exceeds their expectations.  At Northwestern Mutual, she provides unparalleled operational and administrative support by providing exceptional customer service for our clients with insurance and investment needs.

LaNee works closely with our clients, vendors, and account custodians to establish new accounts, coordinate account transfers, and initiate disbursements, implement insurance policies, and complete the underwriting process.  Her attention to detail ensures orders are processed efficiently and transactions remain in full-compliance.

Above all, LaNee understands the importance of maintaining long-term relationships and providing a world-class experience for our clients.  As an Associate Financial Representative, LaNee Small can help you with the following needs:

  1. Obtaining Quotes for Life and Disability Income Insurance
  2. Scheduling Insurance Exams
  3. Expediting Owner and Beneficiary Changes
  4. Processing Billing Changes and Facilitating Premium Payments
  5. Providing General Policy and Billing Information
  6. Implementing Policy Changes

LaNee has her B.S. degree in Business Finance from Sacramento State University.  She holds a California State Insurance License for Life and Health.  LaNee and her husband Jeff have three children, Jordynn (14), Mackenzie (4), and Jacob (2).   She enjoys spending time with her family and doing family activities.