About Appletree
Jim Buchanan, President
Join Our Network, Enhance Your Client Relationships
“I promise that we will always be right beside you doing all we can to help you succeed. No single insurance company can offer you the wide range of plans and coverages you need to succeed in today’s competitive marketplace. We can because of our extensive network and long-standing relationships with the top insurance companies and executives in the country.” – Jim Buchanan, President Appletree Financial Network
As a financial services professional, you deserve great products and comprehensive services. Appletree Financial Network has everything you need.
PRODUCTS
- Term Life Insurance
- Universal Life Insurance
- Indexed Universal Life Insurance
- Whole Life Insurance
- Simplified Issue
- Fixed Annuities
- Indexed Annuities
- Single Premium Immediate Annuities
- Critical Illness
- Disability Income
- Long Term Care
TOP CARRIERS
- American General
- American National
- Ameritas
- Assurity
- Banner Life
- Cincinnati Life
- John Hancock
- Lincoln National
- Minnesota Life / Securian
- Mutual of Omaha
- North American
- Principal Life
- Protective Life
- Prudential
- Standard
- Transamerica
LEADERSHIP
Jim Buchanan, President
An insurance expert with more than 30 years of experience, Jim is the founder and President of Appletree Financial Network. As the president and business leader of Appletree, Jim develops, supports, and maintains relationships with insurance companies, underwriters, agents, and agencies.
Drawing on his expertise, experience, and extensive network, Jim is a fountain of knowledge and adept at handling complex medical and financial underwriting requirements to provide solutions to your clients’ most challenging needs. Jim makes it a priority to personalize agent and agency relationships with frequent in-person visits, joint call support and conference calls.
As an active member of the professional insurance community, Jim has earned an outstanding reputation as one of the best in the business and has been the Past President of Diversified Marketing Group, a national insurance marketing firm, and is a current member of its Board of Directors.
Roxanne Buchanan
CFO
Roxanne is our Chief Financial Officer (CFO) and has been with Appletree Financial Network since its inception in 1995.
As CFO, Roxanne applies her considerable skills and abilities to manage several aspects of the business; including human resources, company fiscal responsibility, and budget administration, accounts payable/ receivable, payroll and tax-related reporting, lease negotiation, and purchasing of equipment and supplies.
In addition, Roxanne is responsible for agent commission research and payment processing.
Faith Schaefer
Marketing & Business Manager
Faith brings more than 24 years of experience in the Life Insurance and Financial Planning industry, including the last 18 with Appletree Financial Network. She is the fuel that keeps us running smoothly and her business experience helps agents with product selection and quoting.
Faith oversees Appletree’s marketing and business growth, manages insurance applications from start to finish, handles all licensing and contracting appointment paperwork, and runs the fixed annuity department. Her dedication and hard work solves whatever problems arise along the way, so your business is completed without issue.