About Us
Phillip E. Gulley, CLU
Phillip started in the insurance business in Santa Barbara right after graduating from Westmont College. He holds a Chartered Life Underwriter (CLU) designation from the American College. His expertise is in the area of life products and employee benefit plans. Other professionals call upon him in these areas for consultations.
Phil is active in our local Health Underwriters organization where he serves as Legislation Chair where he reports on state and federal health insurance legislation to agents in the community. Phil was on the founding boards of the Santa Barbara Association of Health Underwriters and the state association, CAHU. He is a past president of SBAHU and the American Society of CLU & CHFC for the Tri-Counties. He is currently involved in many civic organizations and activities such as Rose Society, CBMC, Elks, Church and the Business Forum.
Sue Larsen
Sue started her career in insurance with one of the oldest agencies in Santa Barbara. She went on to work for Blue Cross of CA (WellPoint Health Networks, Inc.) in the Individual and Small Group Sales Department. She served as a Staff VP providing expertise in the Individual market. She was best known for her involvement in developing successful individual products, sales materials and improving agent relations. She was a strong activist for the development of women’s insurance benefits, for inclusion of the ethnic markets, and for the development of products to improve affordable coverage for the uninsured. She on occasion provides consulting expertise to insurance companies.
She holds a Life, Health & Disability Insurance License. She is a member of the local, state and national professional organization, Association of Health Underwriters. She is a past president of Santa Barbara Chapter and past VP of Membership for California Association of Health Underwriters. She is currently the Vice Chair for the Santa Barbara County Workforce Investment Board.
Phillip and Sue are members of the Santa Barbara Regional Chamber of Commerce, Santa Barbara Hispanic Chamber and the Carpinteria Valley Chamber of Commerce. Phillip and Sue are advocates for the Uninsured and have provided seminars to educate small business and self-employed on the benefits of health insurance.