Jaclyn Guthmiller specializes in the analysis, design and implementation of Bank Owned and Corporate Owned life insurance programs (BOLI and COLI). In this role, Jaclyn assists financial institutions through comprehensive pre-sale analysis; she prepares financial models, generates regulatory OCC testing, and assists with board review. Using the most advanced analytic techniques in the marketplace, in combination with the most competitive products, Jaclyn works with financial institutions to customize plans to meet their overall objectives.
Jaclyn began her career in the advanced markets at Clark Consulting in 2001. Ms. Guthmiller began in the Banking Practice division and then transitioned to Clark’s Insurance Company practice where she helped manage accounts in the insurance market. Jaclyn joined The BOLI Group in 2007, advancing to the role of Vice President – Case Management from Account Manager.
Jaclyn obtained her Bachelor’s degree in Business Management with Finance minor from the University of South Dakota. She continued her education at the University of South Dakota and earned her Master’s degree in Business Administration with an emphasis in Management Information Systems. She has passed her Series 6 and 63 qualifying exams with the National Association of Securities Dealers (NASD) and is an insurance licensed representative.
Jaclyn resides in Volga, South Dakota with her husband and 2 sons. She is an active member of her community, having served as a Chair on the American Cancer Society Relay for Life committee and currently serving on Church board committees. Jaclyn and her family actively participate in the Relay for Life and March of Dimes events each year.