Jason Herlein
Agent @New York Life
Portage, MI, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2012 — Present
Agent @New York Life
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Agent licensed to sell insurance through New York Life Insurance Company
SKILLS
Financial ServicesLicensed Life & Health Insurance AgentDisability InsuranceRetirementBondsStrategic Financial PlanningRetirement SavingsEducation FundingAnnuity SalesFinancial PlannersBuy-Sell AgreementsFixed AnnuitiesEmployee BenefitsLong Term Care InsuranceKey Person ProtectionRolloversLong-Term CareVariable AnnuitiesCollege Savings PlansRoth IraSimple IraHealth InsuranceTerm Life InsuranceWealth Preservation Planning529 PlansCollege Education PlanningRetirement PlanningCollege Funding StrategiesMutual Funds401k RolloversGuaranteed Lifetime IncomeSmall BusinessInvestmentsKey Person Insurance401kWealth AccumulationIrasFinancial PlanningWhole LifeInvestment Strategies
ABOUT JASON HERLEIN
My goal is to help you plan for your future, realize your personal and business financial…
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