Ed Jamieson

Independent Life Insurance Agent, Disability and Long Term Care Specialist

Role
Member Firm at M Financial Group
Location
Winnetka, IL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Member Firm

    M Financial Group

    Jan 1998 — Present

    M Financial Group is one of the nation’s premier financial services design and distribution companies, serving the ultra-affluent and corporate markets through an exclusive network of more than 125 of the nation’s most successful and innovative financial services firms.Our Member Firms are independent, but work together toward a common goal: to offer a broad range of solutions designed to help their clients—affluent individuals, corporate executives, entrepreneurs, and Fortune companies—meet their financial goals. And we are driven by core values—innovation, excellence, leadership, collaboration, and advocacy—that deliver significant value to clients.•Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly. • The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.Securities Offered through M Holdings Securities, Inc, a Registered Broker Dealer, Member FINRA/SIPC. Jamieson Financial Services, LLC is independently owned and operated.

Skills

  • Deferred Compensation
  • High Net Worth Individuals
  • Business Planning
  • Key Person Insurance
  • Succession Planning
  • Whole Life
  • Iras
  • Disability Insurance
  • Executive Pay
  • Supplemental Insurance
  • Insurance
  • Long Term Care
  • Insurance Strategies
  • Short Term Disability
  • Insurance Planning
  • Group Benefits
  • Group Health
  • Employee Surveys
  • Long-Term Care
  • Buy-Sell Agreements
  • Tax Reduction Strategies
  • Wealth
  • Term Life Insurance
  • Healthcare Consulting
  • Protection Planning/Family Security
  • Risk Management
  • Physician Compensation
  • Health Savings Accounts
  • Wealth Preservation Strategies
  • Wealth Transfer
  • Medicare
  • Human Capital Strategy
  • Benefits Plan Design
  • Policy Review
  • Financial Planners
  • Health Insurance
  • Financial Services
  • Charitable Giving Strategies
  • Universal Life
  • Life Settlements

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Ed Jamieson — Member Firm at M Financial Group in Winnetka, IL, US | Unifers