Art Thurm

Transition Specialist - Get to explore our great country

Role: Transition Specialist at J Kelly & Associates
Location: Jacksonville, FL, US
LinkedIn followers: 500 followers

Human ResourcesView LinkedIn profile

Experience

Transition Specialist
J Kelly & Associates
Jan 2022 — Present

Skills

Buy-Sell Review
Exective Bonus Plans
Estate Planning Strategies
Term Life Insurance
Marketing Strategy
Retirement Account Reviews
Retirement
Strategic Financial Planning
Education Funding
Business Development
529 Plans
Supplemental Retirement Income
Investment Advice
Financial Planning
Pension Plans
Supplemental Retirement
Financial Analysis
401(K), 403(B), Sep & Simple Iras
Split Dollar Plans
Variable Annuities
Strategic Planning
Key Person Insurance
Fixed Annuities
Iras
Sales
Disability Income Insurance
Exective Benefit Strategies
Disability Insurance
Salary Continuation
Group Annuities & Life Insurance
Retirement Plans
Business Planning
Asset Allocation
Mutual Funds
Individual Pension Plans
Wealth Accumulation
Financial Needs Analysis
Financial Advisory
Management
Tax-Deferred Savings

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