Jeffrey Hale Email & Phone Number
Vice President, Marketing And Sales Support - Traditional Life and Annuity @ Security Mutual Life Insurance Company of New York
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Jeffrey Hale Location
- Chagrin Falls, OH, US
Jeffrey Hale Work
- 2026 -now Vice President, Marketing And Sales Support - Traditional Life and Annuity @
- 2020 -2025 Regional Vice President @
- 2013 -2020 . @ Insurance Designers of Kansas City
- 2012 -2013 Insurance Agent and Insurance Consulting Services @ Jeffrey W. Hale, CFP®, CLU®, ChFC®, RICP®
- 2006 -2012 Vice President Advanced Markets @
- 2002 -2006 Regional Director @ Mass Mutual
- 1999 -2001 Regional Vice President @
Jeffrey Hale Education
- Miami University
Bachelor of Science (BS)
1984-1988
Jeffrey Hale Skills
- Fixed Annuities
- Life Insurance
- Insurance
- Retirement Planning
- Disability Insurance
- Long-term Care
- Series 7
- Term Life Insurance
- Estate Planning
- Retirement
- Series 63
- Series 6
- Executive Benefit Strategies
- Universal Life
- Whole Life
- Underwriting
- 401k
- Brokers
- Life & Health Insurance Licenses
- Long Term Care Insurance
- Mutual Funds
- Strategic Financial Planning
- IRAs
- Financial Planners
- Variable Annuities
- Critical Illness
- Financial Planning
- 401(k) Retirement Savings Plans
- Whole Life Insurance
- 401k Retirement Savings Plans
- Long Term Care
- Life and Health Insurance Licenses
- 401 Retirement Savings Plans
Jeffrey Hale Summary
- Jeffrey Hale, based in Chagrin Falls, OH, US, is currently a Vice President, Marketing And Sales Support - Traditional Life and Annuity at Security Mutual Life Insurance Company of New York. Jeffrey Hale brings experience from previous roles at Security Mutual Life Insurance Company of New York, Insurance Designers of Kansas City, Jeffrey W. Hale, CFP®, CLU®, ChFC®, RICP® and One Resource Group. Jeffrey Hale holds a 1984 - 1988 Bachelor of Science (BS) @ Miami University. With a robust skill set that includes Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Disability Insurance and more. Jeffrey Hale has 3 emails and 2 mobile phone numbers on RocketReach.
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