Benefits & Planning

CONNECT

Address:

1 North Tuttle Ave Ste 1 / P.O. Box 1079
Sarasota, FL 34237

Phone:

941-957-1310

Fax/Other:

941-366-5170

Meet Our Team

 

James B Tollerton, CLU, ChFC

President

Jim specializes in executive benefits and group benefits, disability insurance, charitable planned giving, and retirement services. He has earned the designations of Chartered Life Underwriter, Chartered Financial Consultant, and Registered Health Underwriter. Jim earned his BA at Florida State University. He previously served as a Trust Officer at a local bank and currently serves on several local boards.

 

 

Taylor T Collins, CEBS, CLU, RHU

Vice President

A native of Sarasota and a graduate from the FSU College of Business in Risk & Insurance, Taylor specializes in executive/professional benefits and group insurance programs.  Recently obtained her Certified Employee Benefits Specialists designation - specializing in benefits and compensation by the Wharton School. Previously she interned at Lloyd's of London working with high-risk insurance strategies.

 

 

Suzi Regulski 

Group Benefits Customer Service Representative

 

Suzi has been on the PBI team for the last 20+ years and provides invaluable customer service to groups and individual benefit clients. Suzi is a former bank Benefits Consultant. She earned her BA at Emory University and has experience in Human Resources, Employee Benefits, and Compensation.

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck