Annual Report

Our policyowners, agents and our employees are our why. Year-to-year, our main priority is to help people achieve and safeguard their financial security. Discover the service, values, culture and solutions that drive our customer relationships and form the foundation of everything we do.

  • My
  • Our
  • Culture
  • Team
  • Customers
  • Solutions
  • Family
  • Relationship
  • Why
  • Passion
  • Service
  • Values
  • Photo of Nadia
  • Perma-seal employee at their desk
  • Cynthia and Rene
  • Photo of Cynthia
  • Photo of Hector
  • Hector and Cynthia looking over an Illinois Mutual Flier
  • Photo of Rodney
  • Rodney with a client
  • Kim coaching a coworker
  • Illinois Mutual employees at a table

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.

President Katie McCord Jenkins
Katie M. Jenkins

Katie M. Jenkins
President & Chairperson



Our Culture

Mar 28, 2024, 11:01 AM
Title : Our Culture
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A Worksite Policyowner - "Our Culture"
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Our Team

We are proud to provide worksite voluntary benefits to many businesses all over the country. Illinois Mutual aims to provide the best life and disability income insurance coverage to employees at no direct cost to the employer.

Worksite Product Information


Our Customers

Our agents don't see policyowners as customers but as family. We want to be there for those we serve in the time that they need it most. Helping create more peace of mind for our policyowners in the event that tragedy strikes is made possible by our agents.

Life Product Information

My Family

When a policyowner decides to purchase life insurance for their family, they embark on a profound journey of helping ensure their loved ones' future is more secure. This decision reflects a deep sense of responsibility and care, and Illinois Mutual proudly stands by those we serve every step of the way.

Life Product Information


My Why

Our agents are deeply committed to offering disability income insurance to policyowners to help provide a crucial safety net, offering financial protection in the event of disability due to illness or injury that renders an individual unable to work. Our main goal is to help create peace of mind for those we serve.

DI Product Information


Our Service

Our employees are deeply embedded within the culture of who we are. Illinois Mutual's values serve as guiding principles, shaping our collective actions and decisions towards a common purpose of helping people achieve and safeguard their financial security.

Learn More About Illinois Mutual
Illinois Mutual employees in a meeting

Our Team


Our Community

At Illinois Mutual, we believe that supporting the community is not just about giving, but also about action and serving. In 2023, our employees demonstrated their dedication to our community by raising money for Heart of Illinois United Way, participating in Whitney's Walk for Life and More than Pink Walk, collecting items to donate to Goodwill and FamilyCore, and so much more.

Find Out More

My Policy

My Policy allows our policyowners to view policy summaries and beneficiary designations. Log in today to:

  • View policy coverage details
  • Submit policy change forms and claim forms  electronically
  • Check out our DI Claims Process Video Overview
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Agent Portal

The Agent Portal provides our agents with a hub for:

  • Creating illustrations and submitting electronic applications
  • Ordering and downloading marketing materials
  • Viewing on-demand webinar training videos
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Get to Know Illinois Mutual More

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2023 Financial Report

Our corporate culture, founded on a commitment to integrity and accountability, is backed by our financial strength, which allows our policyowners to know that we will be there for them in the times they need support the most.

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