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 2 emails and 1 mobile phone numbers on RocketReach.
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