Jeffrey Jacobs
Associate Financial Advisor at Thrivent
- Role
- Associate Financial Advisor at Thrivent
- Location
- Sheboygan, WI, US
- LinkedIn followers
- 500 followers
About Jeffrey Jacobs
I\'m a financial professional who helps individuals, families and businesses reach their…
Experience
Associate Financial Advisor
Jan 2016 — Present · Sheboygan, WI, US
Whether you\'re just starting out in your career or are preparing for the retirement you\'ve dreamed about, I can help you identify financial opportunities to help you reach your ultimate destination with confidence. Based on your goals, needs and budgets, I can help develop a spectrum of financial solutions - including retirement income accumulation and distribution - which may include investments, insurance or annuities. I\'ll also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you.
Education
Marquette University
Master of Business Administration (MBA)
2000 — 2003
University of Wisconsin-Oshkosh
Bachelor of Science (BS)
1990 — 1995
Skills
- Pricing Analysis
- Bonds
- Commercial Lines
- Estate Planning Strategies
- Mutual Funds
- Risk Management
- Annuities
- Claims Management
- Management
- Sales
- Umbrella Insurance
- Underwriting
- Financial Services
- Property & Casualty Insurance
- Cic
- Insurance
- Cpcu
- Retirement Savings
- Liability Analysis
- Commercial Insurance
- Tax Strategies
- Policy Analysis
- Stocks
- Negotiation
- Commercial Lines Coverage
- Strategic Planning
- Life Insurance
- Insurance Law
- Workers Compensation
- Loss Mitigation
- Retirement Planning
- Estate Strategies
- Litigation Management
- Long Term Care Insurance
- Legal Liability
- Tax-Advantaged Investment Strategies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.