Jerry Garcia

Agent @State Farm

San Leandro, CA, US
MOBILE NUMBERS
+12•••••••05

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WORK HISTORY

Apr 2001 — Present

Agent @State Farm

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State Farm Agent: Providing insurance and financial services solutions for businesses, individuals and families. Our mission: To enhance the \"Quality of Life\" for those we serve by providing thoughtful and caring recommendations of our products and services.Our Core Values:Honesty, Integrity and CredibilityReliable advice, recommendations and serviceWork for the best interests of our clients

EDUCATION

1992 — 2014

The American College of Financial Services

CLU, ChFC, CASL, RICP, Advanced Insurance and Financial Planning

1981 — 1986

Cal State East Bay- College of Business & Economics

BS, Accounting, Economics and Management Information Systems

2012

NAIFA Leadership In Life Institute

Graduate, Organizational Leadership

SKILLS

InsuranceTerm Life InsuranceLong-Term CareUniversal LifeRetirementFinancial PlanningWhole LifeRetirement PlanningLife InsuranceProperty & Casualty InsuranceStrategic PlanningEstate PlanningKey Person InsuranceSmall BusinessDisability InsuranceLeadershipFinancial ServicesHealth InsuranceFixed AnnuitiesFinancial PlannersWhole Life InsuranceWealth Accumulation

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