Sherry Traske joined Goldstein Financial Group, LLC (GFG) in 2004 and serves as the Director of Underwriting. In her current role, Ms. Traske is responsible for handling all underwriting and new business matters. She develops cases utilizing medical, social, and financial histories (risk assessment). Ms. Traske has an exceptional ability to negotiate underwriting offers that aims to obtain the most favorable results. Through networking, personal visits and friendships at our partner carriers, Ms. Traske continually strives to cultivate influential relationships with the underwriting staff of each insurance company.
Prior to joining GFG, Ms. Traske spent more than 20 years with MetLife. She was Associate Operations Manager for one the largest MetLife offices with a sales force of more than 100 personnel. She has a strong background in underwriting, new business, compliance, human resources, and “elite/concierge” service.
Ms. Traske is a licensed life insurance agent, certified in Long Term Care coverage and life settlements.