Tailored for You

2024 Annual Report

At Illinois Mutual, we are here to serve the unique needs of our policyowners, agents and employees. Our products and customer service are truly tailored for you.

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 serve them. For our agents, we made additional improvements to our Agent Portal, including making the platform more user friendly and stress free. We also introduced a program for starting professionals to offer them disability income insurance (DI), allowing agents to sell to a broader audience and allowing 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.

Image of Illinois Mutual CEO Katie Jenkins
Katie M. Jenkins

Katie M. Jenkins
President & Chairperson

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2024 Highlights

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Tailored for Growth & Development

Illinois Mutual is committed to building strong, lasting relationships with our agents, offering continuous support and resources to help you thrive. We prioritize business development by providing comprehensive training to ensure you have the sales strategies and product needed to provide exceptional service, tailored to meet the unique needs of each policyowner.

Tailored for Growth & Development

Agent Kenny Jones

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I love that they check in. They see how business is going, and always ask: Is there anything I can do to assist your business and help you grow?

There’s a policy for every situation. And, that’s what we love about Illinois Mutual!

Tailored for Your Financial Goals

Illinois Mutual offers a wide range of products with flexible plans that allow our policyholders to customize their policies according to their personal and financial goals. Whether the need is for life insurance, disability insurance, or worksite insurance, we have built our business on honesty, quality service, fiscal responsibility, and genuine respect for every individual at every contact point. We are committed to providing exceptional customer service, agent support, and product innovation to ensure that the people we serve from all walks of life are always well cared for.

Tailored for Your Financial Goals

Agents Daniel and Elisa Gordon

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Tailored for Families

Life insurance is essential for families. Getting coverage for your family is a selfless act that helps ensure your loved ones can maintain their current lifestyle without the burden of financial hardship if the unexpected happens. Illinois Mutual tailors the products we develop with families in mind, offering personalized solutions for the unique needs and life stages of all who count on us.

Tailored for Families

Policyowner Sandy Davis

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Life insurance is very important, especially if you have young children. My husband passed away 6 years ago, and my life would probably be very different if he had not invested in life insurance.

Life insurance is peace of mind. In the event something happens to you prematurely, your family’s lifestyle does not have to change.

Tailored for Peace of Mind

Life insurance helps provide peace of mind that your loved ones’ future is secure. Our agents are dedicated to providing our policyowners with this peace of mind by taking the time to understand your unique needs and tailoring solutions to fit your priorities. Rest assured, knowing you have the right protection for you and your loved ones.

Tailored for Peace of Mind

Agent Dale Cecil

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Tailored for Income Protection

Our agents are committed to connecting customers with the disability income insurance (DI) that will afford you peace of mind in the event of a disabling illness or injury that prevents you from working. Illinois Mutual’s products are tailored to meet the unique needs and circumstances of each client, with a wide range of occupations eligible for income protection.

Tailored for Income Protection

Agent Bob Isaacson

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My first DI policy I ever wrote was on myself when I was 25 years old, with Illinois Mutual.

Tailored for the Future

At Illinois Mutual, your financial security is our top priority. Our return of premium (ROP) options are a win-win situation for clients who are looking to safeguard their income and receive money back for the premium paid less any benefits received. This is one of the many ways we tailor our products to meet the needs of our clients. Video Heading: Tailored for the Future

Tailored for the Future

Agent Bob Isaacson

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Tailored for Employees’ Needs

You never know when the unexpected may strike. But when it does, worksite voluntary benefits can make a world of difference for your business—and your employees. At Illinois Mutual, we are dedicated to our mission of providing the best life and DI insurance coverage to employees at no direct cost to you, as the employer.

Tailored for Employees' Needs

Agent Ryan Krueger

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Every policyowner matters at Illinois Mutual.

By offering these benefits, employees have the coverage they need to protect their family.

Tailored for Small Businesses

Illinois Mutual proudly supports the middle market, small businesses, and your employees. By offering our line of supplemental benefit options, your business can confidently commit to the wellbeing of your employees. Whether your company has 3 or 500 people, your employees can select the coverage that is best tailored to their needs.

Tailored for Small Businesses

Agent Tony Roach

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Community Involvement

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Financial Report

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Download Report

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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
  • Lisa L. Hanson Vice President
  • Louis S. Kanowsky Treasurer, Vice President & Controller
  • Elizabeth A. Martin Vice President
  • Richard J. Tarkowski Vice President
  • Emily H. Wilburn Vice President
  • Bernessa M. Wilson Vice President
  • Aaron T. Ziegler Vice President & Chief Actuary
  • Eliot E. Forrest Assistant Vice President
  • Ellen J. Gorman Assistant Vice President
  • John A. LaFollette 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
  • John M. Soares Assistant Vice President
  • Paul J. Toman Assistant Vice President