Jason Heine

Regional Vice President @Transamerica

Louisville, KY, US
MOBILE NUMBERS
+15•••••••43

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WORK HISTORY

Jul 2018 — Present

Regional Vice President @Transamerica

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Louisville, KY

EDUCATION

1993 — 1995

University of Louisville

BS, Finance

SKILLS

Financial ServicesDefined ContributionRetirement Plan ConsultingInvestmentsInvestment AdvisorySeries 63FinraDefined BenefitFixed AnnuitiesQualified Retirement PlansPensionsRetirement PlanningFinancial AdvisoryProfit SharingMutual FundsSeries 7Retirement401kCash Balance

ABOUT JASON HEINE

Since entering the Financial Services industry in 1997, I have enjoyed starting my career as a financial advisor committing most of my time to selling and servicing retirement plans. In 2002, I entered my wholesaling career with Nationwide Financial and quickly recognized my interest in consulting with financial advisors on how qualified plans are an important part of a well balanced practice. Since joining The Hartford in 2008, and then transitioning to MassMutual (acquired The Hartford Retirement Plans Division) in 2013, I have developed an an even greater understanding of qualified plans and work more closely with business owners and consulting with them on their retirement plan needs. Thanks to my relationships with Advisors, TPA\'s, CPA\'s, Attorney\'s and Business Owners, I strive to become the most trusted name in retirement plan consulting in Kentucky.

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