Jason Herlein

Agent @New York Life

Portage, MI, US
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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Jason Herlein — Agent at New York Life in Portage, MI, US | Unifers