Our Team
Doug Clifford and his Associate LaNee Small take customer service very seriously. LaNee has worked under Doug's supervision for 5 years and takes pride in providing exceptional customer service. Together, they provide a well-rounded approach to customer service. Please review LaNee's biography and the services she provides below. We look forward to helping you and your friends build a secure financial future!
LaNee S Small
LaNee Small has over 15 years experience as an Associate Financial Representative here at Northwestern Mutual. She anticipates our clients' needs and exceeds their expectations. At Northwestern Mutual, she provides unparalleled operational and administrative support by providing exceptional customer service for our clients with insurance and investment needs.
LaNee works closely with our clients, vendors, and account custodians to establish new accounts, coordinate account transfers, and initiate disbursements, implement insurance policies, and complete the underwriting process. Her attention to detail ensures orders are processed efficiently and transactions remain in full-compliance.
Above all, LaNee understands the importance of maintaining long-term relationships and providing a world-class experience for our clients. As an Associate Financial Representative, LaNee Small can help you with the following needs:
- Obtaining Quotes for Life and Disability Income Insurance
- Scheduling Insurance Exams
- Expediting Owner and Beneficiary Changes
- Processing Billing Changes and Facilitating Premium Payments
- Providing General Policy and Billing Information
- Implementing Policy Changes
LaNee has her B.S. degree in Business Finance from Sacramento State University. She holds a California State Insurance License for Life and Health. LaNee, her husband Jeff, and their children Jordynn (12), Mackenzie (2), and Jacob (9 mos) enjoy spending time with friends and family, camping, and doing family activities.