Jane Upton, CLU®

Advanced Case Designer

Jane joined SMB in 2020 as an Advanced Case Designer with more than 35 years of experience in the life insurance industry. Her varied areas of expertise include production, case design, product analysis, and marketing support, as well as systems and training on insurance software applications.

Jane specializes in plan design and funding analysis. She works with our project teams to assist during the entire evaluation process of product solutions for our clients. She also creates modeling for customized sales solutions including wealth transfer, business succession, and executive retention and retirement strategies.

Jane received her Bachelor of Science in Business Administration (Information Systems) from Colorado State University. Jane holds the Chartered Life Underwriter (CLU) designation, a Colorado insurance license, and has held FINRA Series 6 and 63 licenses.

Jane is an avid golfer and runner. She lives in Centennial, CO with her husband and golden retrievers. Together they enjoy traveling, golf, music, and spending time with family.

Licenses and Certifications:

  • CLU®
  • CO Life Insurance License