Lynne B. Coats, FLMI, ACS
Licensed Service Assistant
Lynne has been working with Insight Wealth and staff for the past 10 years. Her focus is Management of Business Operations and Client Service. She is a Licensed Service Assistant assisting document preparation, case development, underwriting and all facets of Client Relationships.
Prior to joining Insight Wealth, Lynne specialized in creating and managing long-term customer relationships with Fortune 500 clients, small and medium sized businesses. A true asset to the Insight Wealth team, she assists in making sure results of client’s decisions are well managed and their vision, values and objectives are kept in front of the Advisory Teams from year to year.
Lynne is married to Jerry and together they have three adult children. They are members of Immanuel Baptist Church in Little Rock where Lynne has served in the Nursery for over five years. They have seven grandchildren ranging in ages from 5 months to age 18 and living in Batesville, AR, Brentwood, TN and London, England.
She attended college at the University of Central Arkansas in Conway and graduated with a BBA in Business Management. As a member of the National Association of Health Underwriters (NAHU), a Charter Member of the Arkansas & Central Arkansas Health Underwriter’s Association she earned the NAHU Leading Producers Roundtable, Golden Eagle Award from 2004-2008. In 2004 and 2005, Lynne won National Sales awards from the National Delta Dental Association – National Delta Club and the Delta 1300 Club. In addition, she has had training from Dale Carnegie with The Dale Carnegie Course and the Leadership Training for Managers course.
Lynne also is a member of the Arkansas Children’s Foundation Auxiliary and has served as an Arkansas Children’s Hospital Volunteer.
