Our Team

Josh
Cowart

Managing
Partner

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Susan P.
Helmers

Director of
Development

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Josh Cowart

Managing Partner

“I believe in being a servant leader for others to help them reach their fullest potential and desired success. I am living proof that long term goals, dreams, and successes can be achieved despite the obstacles and mistakes that are made along the way. I stand for the belief that by being a good person, having the relentless will to succeed, and the “failure isn’t an option” mindset you can achieve your goals.”

Josh currently resides in Ankeny, IA, the town where he was born and raised. He has a wife Lisa, and 3 kids, Sammy, Louie, and Aria. For hobbies, he enjoys golfing and staying in shape through Crossfit, with which he competes in 1-2 events each year. He loves coaching his boys on the football field in the spring and fall and enjoys vacations with the family. Most recent was a trip to Breckenridge where he experienced the joy of watching his kids ski for the first time.

Josh attended the University of Iowa and graduated with a degree from the School of Business in late 2003. He was hired at New York Life in October of 2004. He enjoyed success as an agent and was a multi time qualifier of New York Life’s prestigious council honors. He was an MDRT* qualifier, a two-time winner of the New Agent of the year award, a recipient of the Life Paid Case award, and has received multiple Life Appreciation awards.

After being promoted to Partner in December of 2007, Josh began to find his true passion in helping others succeed in their personal careers. In his management career, he has won numerous national awards as well. To name a few, he is a multi-time Platinum Peak winner, a Partner Career Commitment winner, and a Top 50 Qualifier. He was promoted to Senior Partner in January of 2012 and most recently promoted to the Managing Partner of the Des Moines General Office effective November of 2017. When he began his career in 2004 he shared with the Managing Partner that someday he hoped to fill his seat and is proud to have accomplished that dream.

* MDRT,The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry

 
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Susan P. Helmers

Director of Development

What we can easily see is only a small percentage of what is possible. Imagination is having the vision to see what is just below the surface: to picture that which is essential, but invisible to the eye.” Susan likes to look for the agent hiding below the service to make them the best that they can be. She has been active helping agents in the Des Moines General office for 13 years to see their greatest potential. She knows the Agency Portal, NYLIC U, NYL products, and the Senior Market like no other.

Susan is married to Gabby (Darryl), has 3 children-Trevor, Rochelle, and Leanne and 6 grandchildren- Lukas, Cash, Deagan, Liv, Kinley, and Sutton.

Experience:

  • 2004 Obtained LUTCF® designation
  • 2006 Obtained CLU® designation
  • 2007 Obtained ChFC® designation
  • 2007 Obtained Certified Long Term Care designation
  • 2008 Obtained CASL® designation
  • 2012 Obtained CLF® designation
  • 2014 Obtained CAP® designation
  • 2001 Appointed as a New York Life Agent
  • 2003 Appointed as a NYL Sales Development Manager

Go to Susan for:

  • Any Product questions, Life, Annuity, LTC
  • NYLIC University, Agency Portal, FTIS, Rightbridge
  • Marketing, Events, Child ID Programs, Tracking.
  • Applications, Forms, Sales Material, Concept Papers
  • Illustrations, case studies, fact finders
  • Prospecting, handling objections, filling out apps
 
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