Director of Annuity Service Operations
Cassandra Tolin is the director of annuity service operations at C2P Advisory Group. Cassy oversees the day-to-day operations of our Annuity Service Operations Department, which includes advisor onboarding and contracting, annuity new business processing, case management and inforce policy services. She is responsible for creating and implementing internal service processes and training material that focus on building and maintaining advisor relationships while providing the necessary support to efficiently and effectively manage their annuity business.
Cassy brings 13 years in the IMO industry to C2P. Her career in the industry began with an entry level position processing annuity new business in 2003. Throughout her career, she developed a new business department and oversaw day-to-day operations of annuity new business and licensing and contracting departments. She also managed the life new business operations wherein she was able to help coordinate and implement consistent service processes between all three operations departments.
Prior to her introduction into the financial industry, she worked for several years in the mental health field. She has always had a passion for helping others and learned early on that regardless of which industry she chose to dedicate her life, her inclination to be a people pleaser would be her strongest motivator.
Cassy moved to Ohio in January 2017 with her husband, Travis, and their two cats. She enjoys spending time with family and friends and loves to read and travel.
- Director of Annuity Service Operations
- Over 13 years of experience in the IMO industry
- Cassy is a roller-coaster junkie and visits Cedar Point every year for her birthday with her husband and friends.
- She is a native of Michigan. She grew up in the Southeastern, greater Detroit area.
- She loves to read and is usually in the middle of 3 different books.