Annual Report

Our policyowners, agents and our employees are our why. Year-to-year, our main priority is to help people achieve and safeguard their financial security.

  • My
  • Our
  • First
  • Second
  • Legacy
  • Solutions
  • Family
  • Relationships
  • Why
  • Passion
  • Service
  • Values

President’s Message

2023 was a fantastic year for Illinois Mutual. Our efforts remained intently focused on innovation in the industry and a steadfast commitment to financial strength to be there for our policyowners when they need us most.

In 2023, we took key opportunities to ensure we provide the best customer experience for policyowners and agents. For policyowners, we made enhancements to our My Policy portal to include more ways to stay up to date on their policy, and improved our support procedures so we can best be there for them. For our agents, we made additional improvements to our Agent Portal, including making the platform more user friendly to allow agents to work with us as stress free as possible. We also opened a program for starting professionals to offer them disability income insurance (DI) that allows agents to sell to a broader audience and allows us to cover more policyowners. These enhancements resulted from your feedback and our pledge to deliver on our promise to keep your best interests at the forefront of everything we do.

 

I am extremely proud of our team for achieving certification as a Great Place to Work® for the fourth year—and counting. This recognition exemplifies our core values centered on integrity, support, and our focus on our employees.

We cannot complete our mission of helping people achieve and safeguard their financial security without you. I am grateful for your dedication to Illinois Mutual and your trust in us to help you protect the things in life that matter to you the most. As we work to help create peace of mind for the future, we will continue to focus on the caring service Illinois Mutual has been known for since 1910.

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Katie M. Jenkins

Katie M. Jenkins
President & Chairperson

Testimonials

Worksite

My Passion

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Worksite Product Information

Life

My Commitment

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Life Product Information
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My Family

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Life Product Information

Disability

My Drive

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DI Product Information

Employees

Our Dedication

Our why is driven by the values of Illinois Mutual and their dedication to their policyowners, agents, and employees. We know that the personalized and caring service we provide can help the insured financially through difficult times.

Learn More About Illinois Mutual

Community

Our Commitment

Our why is motivated by the foundation of our business. We believe that to truly uphold our values, we must support our community and lift up those in need in whatever ways we can.

Find Out More

My Policy

My Policy provides our policyowners an exclusive website portal to view policy summaries, beneficiary designations, policy definitions and in 2023 we:

  • Enhanced policy coverage details
  • Included electronic submissions on policy change and claim forms
  • Added video overviews of claims process for disability income insurance claims
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Agent Portal

The Agent Portal provides our agents a hub for creating illustrations, submitting electronic applications, ordering, and downloading marketing materials, and viewing on-demand webinar training..

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Get to Know Illinois Mutual More

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2023 Financial Report

Our commitment to our policyowners is backed by great financial strength. We ground our business in honesty and integrity, always honoring the fiscal responsibility we have to those who place their trust in us.

Board of Directors

  • Katie M. Jenkins
  • William Fulton
  • Thomas P. Jenkins
  • Judith K. McCord
  • Melissa McCord
  • Deborah Simon

Officers and Executives

  • Katie M. Jenkins President & Chairperson
  • Jeffrey D. Brownell Vice President
  • Erin K. Callahan Vice President
  • Louis S. Kanowsky Treasurer, Vice President & Controller
  • Elizabeth A. Martin Vice President
  • Aaron T. Ziegler Vice President & Chief Actuary
  • Richard J. Tarkowski Vice President
  • Emily H. Wilburn Vice President
  • Bernessa M. Wilson Vice President
  • Lisa L. Hanson Vice President
  • Eliot E. Forrest Assistant Vice President
  • Ellen J. Gorman Assistant Vice President
  • John A. LaFollette Assistant Vice President
  • Lynn M. Rathbun Assistant Vice President
  • Heather J. Russo Assistant Vice President
  • Andrea N. Schaidle Assistant Vice President
  • Jennifer E. Schulze Assistant Vice President
  • Michael A. Smith Assistant Vice President
  • Paul J. Toman Assistant Vice President
  • John M. Soares Assistant Vice President