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 -Cleveland, Ohio
Certified Exit Planning Advisor, Exit Planning for Privately Held Business Owners
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 (Economics)
1977-1981 - Exit Planning Institute
CEPA, Exit Planning
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 Certified Exit Planning Advisor, Exit Planning for Privately Held Business Owners @ Exit Planning Institute -Cleveland, Ohio. 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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