|
|
|
|
|
|
Share
Jacqueline A. Wells
|
|
|
Degrees
|
|
BBA Finance, Certified Financial Planner, Chartered Financial Consultant
|
|
|
My Expert Service
|
|
Advice for clients on general financial planning issues with emphasis on life insurance and annuity product suitability.
|
|
|
Experience & Qualifications
|
|
Financial services professional with more than 25 years of experience providing counsel to individual and business clients;
registered representatives and agents to assist them in solving complex problems with their
clients. Demonstrated skills including advanced sales consulting (business, estate, tax, executive
benefit, retirement planning, insurance planning); communications, marketing and public speaking skills. Expertise
in initiating systems of operation, strategizing, promoting. Excels in creating productive
relationships and projects. Enthusiastic, persistent, entrepreneurial, practical, creative, and
confident. Visionary and relationship driven.
|
|
|
Available Modes Of Communication
|
|
email/chat
|
|
|
|
|
Contact
Jacqueline A. Wells
|
|
|
|
|
|
|