BusinessHub Blog | SWBC | Joan Cleveland, CLU, ChFC, REBC

Retirement plan sponsors are the first, and most important, line of defense in providing employees with well-managed retirement savings plans.

Joan Cleveland, CLU, ChFC, REBC

Joan Cleveland, CLU, ChFC, REBC leads SWBC Life Insurance Company as President and CEO. With more than 30 years of experience in the life insurance industry. She holds her Agent licenses for Life, Accident, Health Insurance, and has multiple FINRA securities Licenses. Joan is a frequent industry speaker and media spokesperson. She is a member of the Board of Directors of the Consumer Credit Insurance Association, the Texas Association of Life and Health Insurers, as well as the Life Insurers Council. In addition, she is chair of LIMRA’s Strategic Marketing Issues Committee.

Navigating Excessive Fees in Retirement Plans: Why Sponsors Must Take a Proactive Approach

Joan Cleveland, CLU, ChFC, REBC

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