Jim Wisdom Email & Phone Number
President @ JLW Financial & Insurance Services
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Jim Wisdom Location
- Los Angeles, CA, US
Jim Wisdom Work
- 2003 -now President @
- 1996 -2003 Senior Account Executive @
- 1992 -1996 Account Executive @ Cigna Financial Services
- 1985 -1992 Senior Account Executive @ CIGNA Healthcare
Jim Wisdom Education
- Exit Planning Institute
CEPA (The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™.)
2019-2019 - College for Financial Planning
CFP (Insurance/Risk Management, Retirement Planning, Estate Planning)
1990-1992 - University of California, Los Angeles
Bachelor of Arts (Economics)
1977-1981 - Exit Planning Institute -Cleveland, Ohio
Certified Exit Planning Advisor (Assist business owners with the successful exit/transition of their business and into their "Third Act." Affiliation: Exit Planning Institute)
2019
Jim Wisdom Skills
- Estate Planning
- Employee Benefits
- Fixed Annuities
- Professional Liability
- Insurance
- Retirement Planning
- Medicare
- Financial Planning
- Health Savings Accounts
- 401k
- Claim
- Financial Services
- Life Insurance
- Strategic Financial Planning
- Financial Goals
- Workers Compensation
- Long Term Care
- Business Succession Planning
- Disability Insurance
- Long Term Care Insurance
- Property and Casualty Insurance
- Succession Planning
- General Insurance
- Commercial Insurance
- Term Life Insurance
- Comprehensive Financial Planning
- Health Insurance
- Retirement
- Brokers
- Accident
- Dentistry
Jim Wisdom Summary
- Jim Wisdom, based in Los Angeles, CA, US, is currently a President at JLW Financial & Insurance Services. Jim Wisdom brings experience from previous roles at Marsh Advantage America, Cigna Financial Services and CIGNA Healthcare. Jim Wisdom holds a 2019 - 2019 CEPA in The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. @ Exit Planning Institute . With a robust skill set that includes Estate Planning, Employee Benefits, Fixed Annuities, Professional Liability, Insurance and more. Jim Wisdom has 1 emails and 1 mobile phone numbers on RocketReach.
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