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Do your clients, or even yourself, ask, “When can I retire? What if I retire early? How much income will I have if I retire at that point?” Yesterday’s thinking may not address today’s retirement reality. Join Jeffrey Clark, LUTCF, ACS, FLMI, CFS® from Jackson National to learn sophisticated strategies that can help assets last and provide opportunity to add value for your clients.
Approved for 1 CPE, 1 RI Insurance CE, 1 CFP.
JEFFREY R CLARK, LUTCF, ACS, FLMI, CFS®
Jeff joined Jackson’s Advanced Strategies in September 2011. Prior to joining Jackson, he was the head of Guardian’s Retirement Center of Excellence in New York City, which also focused on growing advisors’ businesses through a sales-oriented approach to advanced-planning concepts. A frequent industry speaker and author on retirement design, funding, and sales, Jeff has addressed the Association for Advanced Life Underwriting (AALU), Society of Financial Service Professionals (FSP), Million Dollar Round Table (MDRT) Top of the Table, and others. He has also authored articles for the CPA Journal, the Journal of Financial Service Professionals, and many other industry periodicals. Jeff is a Distinguished Military Graduate of The Canisius College of Buffalo, New York and earned a Bachelor of Science degree in Management with a minor in Accounting. He also holds FINRA Series 6 and 26 registrations and is a CFS® professional.
