Jonathan Barnes

WORK HISTORY

EDUCATION

SKILLS

ABOUT JONATHAN BARNES

As an External Wholesaler helping Equitable and MassMutual advisors, it is a great joy to help those who are helping others with their planning needs. It is important to find customized ways to impact and enhance the practices of those in the financial services profession.Crump knows that risk protection is an important component in a comprehensive financial plan. The Crump relationship can help you determine and put in place appropriate insurance solutions to help protect your clients’ income and assets as well as help them meet their retirement goals. It starts with your dedicated team that will help you navigate Crump’s full service program to provide support for your cases from start to finish including product selection and case design, contracting, case processing, underwriting, and much more!As you work with your clients to develop and manage their financial plans, you’ll most likely uncover some financial risks where an insurance solution can provide protection. For many clients, life changes like getting married or divorced, buying a home, starting a family, approaching retirement, and business continuation planning can all be triggers for discussing and considering an insurance solution. The ability to build a full plan including risk management can be a valuable tool for deepening the relationship you have with your clients.[The views expressed on this website are mine alone and do not necessarily reflect the views of my employer.]