James L. Thompson
- Role
- Princor Registered Representative Financial Advisor Financial Services Representative at Principal Financial Group
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About James L. Thompson
CHANGE is the one great constant in life. That\'s why it is so important to regularly…
Experience
Princor Registered Representative Financial Advisor Financial Services Representative
Mar 2014 — Present
Assisting clients in getting from R to B. From where they ARE to where they want to BE! I use a broad range of options and strategies to assist in the following areas: Small Business and Retirement Planning • Key Person Insurance • Multi-generational IRA • Split Funded Defined Benefit Pension • Life Insurance in Retirement Planning • Deferred Compensation • Private Pension Planning Charitable Planning • Charitable Remainder Trusts • Wealth Replacement Trusts Life Insurance Policy Review • Trust-owned Life Insurance • Policy Suitability Review • Insurance Needs Analysis Wealth Transfer and Estate Planning • Gifting strategies, including Leveraged Gifting • Estate and Trust Planning • Strategies using an Irrevocable Life Insurance Trust (ILIT)
Skills
- Key Person Insurance
- Deferred Compensation Plans
- Universal Life Insurance
- College Funding Strategies
- Executive Benefits Strategies
- Charitable Giving
- Salary Continuation
- Tactical Asset Allocation
- Business Overhead Expense
- Annuities (Variable & Fixed)
- Disability Income Insurance
- Mutual Funds
- Long Term Care Insurance
- Buy-Sell Review
- Business Continuation Strategies
- 401(K), 403(B), Sep & Simple Iras
- Informal Business Valuation
- Financial Needs Ananlysis
- Survivor Income
- Series 66, 7 & 31 Registrations
- Split Dollar Plans
- Term Life Insurance
- Pension Plans
- Iras (Traditional & Roth)
- Tax-Deferred Savings
- Income Protection
- Whole Life Insurance
- Supplemental Retirement Income
- Wealth Accumulation
- Estate Planning
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