Jamie Kopelman

Jamie Kopelman

Disability, Life, & Health Insurance Broker @National Financial Network

New York, NY, US
EMAILS
j••••••••@natfin.net
MOBILE NUMBERS
+16•••••••01

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WORK HISTORY

Dec 2016 — Present

Disability, Life, & Health Insurance Broker @National Financial Network

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New York, NY, US

I prepare insurance plans and underwrite clients for disability, life, and long-term care insurance, primarily servicing consultants, physicians, and a variety of other professionals, in addition to group benefit arrangements for small to mid-sized businesses.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. National Financial Network is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 0M01711. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

SKILLS

StataEditingLife InsuranceFinancial PlanningAcademic WritingClient ServicesSpssHealth InsuranceMicrosoft PowerpointMicrosoft ExcelDisability Insurance

ABOUT JAMIE KOPELMAN

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