Carolina Senior Marketing is a full-service insurance FMO company that operates with one purpose: to faithfully serve your business needs with excellence.
We represent over 70 different companies with contracts for life & health insurance, annuities, Medicare Advantage, Medicare Supplement, PDP, critical illness, dental/vision, final expense, long-term care, and many other supplemental plans for independent insurance agents all across North Carolina, South Carolina, and Virginia.
Our Valued Services
We have agents all across NC, SC and VA, covering more than 100 counties. The dark blue shaded areas represent the counties where our agents are currently servicing clients.
We provide assistance with custom created ads, prospecting letters, direct-mail, newsletters, seminar support, personalized branding and logo design, website development, and much more.
Passionate About Perfection
What’s the best Christmas present you’ve ever received?
A Go-cart. It was amazing, 3 weeks later I flipped it and chopped off my best friends finger.
What was a gift that you always wanted as a child, but never received?
Original Nintendo. When I asked for it I only got the Atari…… still bitter!
What's your favorite part about the Holidays?
Enjoying a Christmas feast together as family and friends while listening to Christmas songs on repeat.
What's your favorite Christmas movie?
A Madea Christmas
What's your favorite Christmas song?
The Hanukkah Song
Would you rather build a snowman, go sledding, have a snowball fight, or stay inside drinking hot cocoa?
Drinking hot cocoa while winning at a snowball fight. Epic!
What are you asking Santa for this year?
Please Santa, we don’t want “Medicare For All”. We love our jobs!
I love to create, to build, and to see others thrive! If it’s effective, efficient, and productive, I want to be a part of it .
Toilet paper: over or under?
Over… Under… On the floor… I don’t care !
Would you rather have unlimited sushi for life or unlimited tacos for life?
Sushi, of course…because who doesn’t love raw fish forever?!
What is your life motto?
Go big or go home !
What is your favorite quote?
Perfection is the enemy of profitability.
-Mark Cuban
The best piece of advice I’ve ever been given is __________________.
Don’t get a tattoo around your belly button, you’ll hate it when you’re older
What advice would you give a candidate who wants to join our team of superstars?
Don’t waste your time worrying about failing, everybody fails at something, it’s healthy for perseverance and grit
My favorite word in the English language is __________________.
Bubbles.... because there’s no angry way to say it.
What’s the most inspiring part of your job?
Perpetual investment ..... I get to use my gifts and strengths to serve my team and they use their gifts and strengths to serve our agents and when they thrive they get to use their gifts and strengths to serve their customers
If I were a superhero, my superpower would be __________________.
Driving super fast and never getting a ticket
When I was 5, I was pretty sure I’d be a __________________ when I grew up.
A racecar driver
What was a gift that you always wanted as a child, but never received?
A rocking horse and Dr. Dreadful. (thankfully my sister and brother made me a rocking horse out of wood Christmas eve..they tried ☺️)
What's your favorite part about the Holidays?
The smells, music and how happy and peaceful it is. AND extra time with all the people I love! ☺️
What's your favorite Christmas movie?
ELF!
What's your favorite Christmas song?
NSYNC - Merry Christmas, Happy Holidays!
Would you rather build a snowman, go sledding, have a snowball fight, or stay inside drinking hot cocoa?
Go sledding!
What are you asking Santa for this year?
SLEEP! ☺️
Anna has been working with CSM since 2010 and has gotten the pleasure of welcoming most of our agents as they came to us! She am currently the Operations Director and loves having the opportunity to help our agents with whatever they need. Anna is married to Chris Howell, who also works alongside her in Operations, and they have 2 small children, Cainan and Adaline. If She's not working she's chasing around her children and trying to make the most fun out of their days!
The best piece of advice I’ve ever been given is __________________.
Take a lot of vacations!
If I could invent a holiday, it would definitely involve __________________.
Food!
When I was 5, I was pretty sure I’d be a __________________ when I grew up.
Marine biologist
If you were a pasta shape, what shape would you be?
A spiral pasta
What's your favorite part about the Holidays?
Spending time with family eating lots of food.
What's your favorite Christmas movie?
ELF
Would you rather build a snowman, go sledding, have a snowball fight, or stay inside drinking hot cocoa?
Go sledding
Chris joined Carolina Senior Marketing in 2014. He enjoys serving our agents and helping them succeed in their careers. He is married to Anna who is also a part of the Carolina Senior Marketing team. They have two kids, Cainan and Adaline. Chris was born and raised in Texas and has called North Carolina home since 2010. When he is not at work you can find him chasing around his two little ones and finding any excuse to go to the beach.
Toilet paper: over or under?
Over
Would you rather have unlimited sushi for life or unlimited tacos for life?
Unlimited tacos for life
What is your life motto?
Is it football season yet?
If you could have an all expense paid vacation, where would you go?
The Maldives
If I could invent a holiday, it would definitely involve __________________.
A day designated to fishing
What’s the most inspiring part of your job?
Watching others succeed and thrive
What’s the worst Christmas present you’ve ever received?
A 3D printer, which I concluded didn’t work after 3 days of research, tears, and troubleshooting. Good gift in theory!
What was a gift that you always wanted as a child, but never received?
A secret passage in our home
What's your favorite part about the Holidays?
Baby Jesus
What's your favorite Christmas movie?
Love Actually (tv version)
What's your favorite Christmas song?
Mele Kalikimaka
Would you rather build a snowman, go sledding, have a snowball fight, or stay inside drinking hot cocoa?
Snowball fight whilst sledding with hot cocoa
What are you asking Santa for this year?
My third baby!!!!
Born and (mostly) raised in Champaign, IL, Becca stuck around her hometown to study Industrial Design at the University of Illinois. At age 20 she married her Army sweetheart, Brent, and they now reside in Apex with their 2 young children.
What’s the strangest talent you have?
I can mimic a car alarm noise.
Do you have any interesting phobias?
Crippling fear of driving off a bridge into water
Toilet paper: over or under?
over
Would you rather have unlimited sushi for life or unlimited tacos for life?
tacos
If you could have an all expense paid vacation, where would you go?
Milan, Italy
What is your favorite book or book series?
Mark of the Lion Series, Francine Rivers
If I could invent a holiday, it would definitely involve _________.
20 kittens
My favorite word in the English language is _________.
Precious/Creepy
If I were a superhero, my superpower would be _________.
omniscience
When I was 5, I was pretty sure I’d be a _________ when I grew up.
Artist
When I get home from work, the first thing I do is _________.
hug my kids
What's your favorite Christmas movie?
“The Holiday”
What's your favorite Christmas song?
“Merry Christmas, Baby” by Otis Redding
Would you rather build a snowman, go sledding, have a snowball fight, or stay inside drinking hot cocoa?
Go sledding!
What are you asking Santa for this year?
A new car…hey, a girl can dream!
Jo is originally from Swansboro, NC. She moved to Raleigh to go to Meredith College and has been in the Triangle ever since. She loves time gardening, being at the beach and hosting dinner at her house. She would never turn down anything chocolate or a homemade milkshake.
Do you have any nicknames?
Yes, lots! My first name is Jolean. You can tell where I know someone from by what they call me. Jo, Jojo, Joey, Mama Jo, Joleanie, Joanie, Sis...and those are just the nicknames I'll share publicly.
What’s the most inspiring part of your job?
I love the people I get to work with every day. We each bring out the fun & dedication in each other. Nothing beats a "Good Morning!" from Dustin!
When I was 5, I was pretty sure I’d be a __________________ when I grew up.
Babysitter
If you were a pasta shape, what shape would you be and why?
Farfalle, also known as bow tie pasta, because they're cute and always shaped exactly the same. They also are great for a hot or cold pasta dish.
What's your favorite part about the Holidays?
Experiencing the wonder through my kids eyes.
What's your favorite Christmas movie?
Elf
What's your favorite Christmas song?
Oh tough to narrow down but probably ‘O Come, O Come Emmanuel’, ‘Mary did you know’, or also Mariah Carey’s ‘All I want for Christmas is you’
Would you rather build a snowman, go sledding, have a snowball fight, or stay inside drinking hot cocoa?
Definitely go Sledding 🙂
Katie has been with Carolina Senior Marketing since May 2013. She gives leadership to our Finance and Accounting Department and loves being able to use her gifts to serve the agents of CSM! Katie and her husband Jason have three kids (Holt, Annie, and Parks) and live in Apex, NC. In her free time, you can find her in the gym or around a local sports facility cheering on her kids.
Toilet paper: over or under?
Under
Would you rather have unlimited sushi for life or unlimited tacos for life?
Tacos all the way or brownies 🙂
What is your life motto?
Do hard things
What is your favorite book or book series?
Currently (I'm about 20 years late to the trend) Harry Potter
What advice would you give a candidate who wants to join our team of superstars?
Love others well, work hard and take some time to have fun
If I were a superhero, my superpower would be __________________.
Rapid cleaning of my house
What’s the worst Christmas present you’ve ever received?
Multiple copies of The Outsider’s on DVD because “it was my favorite movie” even though I have never said that. Not the worst gift, just odd.
What was a gift that you always wanted as a child, but never received?
A Corgi puppy. I even made a PowerPoint presentation for my parents on why I needed one.
What's your favorite part about the Holidays?
The traditions that come with the season!
What's your favorite Christmas movie?
How the Grinch Stole Christmas – but only the Jim Carrey adaption
What's your favorite Christmas song?
Merry Christmas, Happy Holidays by *NSYNC
What are you asking Santa for this Christmas?
A trip to Disney World
Molly grew up in the small town of Taylorsville, NC where she developed a competitive edge for sports and a deep love for community. She graduated from Meredith College in 2016 with a degree in sociology - go Angels! Her and her husband Jake have been married for two years and live in Holly Springs.
Do you have any nicknames?
mollybunn, Mol, Molls, moll-ball
What’s the strangest talent you have?
People say I am the human "Shazam". I can name the song title and artist of almost any song.
If I could invent a holiday, it would definitely involve __________________.
free concerts!!
What’s the most inspiring part of your job?
The most inspiring part of my job is getting to connect with our amazing agents. I love being able to build relationships with them, learn about their lives and set them up to succeed at their jobs.
When I was 5, I was pretty sure I’d be a __________________ when I grew up.
Farmer
What was a gift that you always wanted as a child, but never received?
A horse
What's your favorite part about the Holidays?
The lights, decorations, and cheery spirit it brings to a cold season!
What's your favorite Christmas movie?
As a kid it was Annabelle's Wish. Now it's Jim Carrey's The Grinch because its a tradition to watch it with my husband.
Would you rather build a snowman, go sledding, have a snowball fight, or stay inside drinking hot cocoa?
Build a snowman, and immediately run inside for some hot cocoa.
What are you asking Santa for this year?
A Louis Vuitton Neverfull...😏
Emily graduated with a degree in Graphic Arts and Imaging Technology from Appalachian State University. She grew up near Topsail Island, NC where she met her husband, Len. When she's not designing websites, she likes to draw, paint, create content for her lifestyle blog, take her golden retriever and yellow lab for walks at the park, and travel.
Do you have any nicknames?
Em, Ems, Emiline
Toilet paper: over or under?
Over! No exceptions.
Would you rather have unlimited sushi for life or unlimited tacos for life?
Tacos. Always tacos. Do they come with queso dip?
If I could invent a holiday, it would definitely involve ___________.
All of the dogs. And queso dip...
What’s the most inspiring part of your job?
Getting to take an outdated website and bring something brand new and modern to life.
When I was 5, I was pretty sure I’d be a ___________ when I grew up.
Famous artist
What’s the best Christmas present you’ve ever received?
A puppy
What was a gift that you always wanted as a child, but never received?
A trampoline
What's your favorite part about the Holidays?
Getting to be with family!
What's your favorite Christmas movie?
The Family Stone
What's your favorite Christmas song?
O Holy Night
Would you rather build a snowman, go sledding, have a snowball fight, or stay inside drinking hot cocoa?
Stay inside drinking hot cocoa 😊
What are you asking Santa for this year?
A kitchen island
Carly grew up outside of Greensboro, NC. She is the youngest of 3 with two older brothers. She graduated from UNC Charlotte with a degree in Finance. All activities outdoors are they key to her heart.
Do you have any nicknames?
Barky / Carcar
What’s the strangest talent you have?
I can do a three leaf clover with my tongue
Toilet paper: over or under?
OVER
Would you rather have unlimited sushi for life or unlimited tacos for life?
Unlimited Sushi!!
What is your favorite book or book series?
Harry Potter
What We Do
