Jessie Lawyer
Financial Services Representative @Principal Financial Group
Sacramento, CA, US
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MOBILE NUMBERS
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WORK HISTORY
Sep 2012 — Present
Financial Services Representative @Principal Financial Group
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EDUCATION
1999 — 2005
Casper College
Business/Commerce, General
1998 — 1999
West Hills College Coalinga
Sports and Exercise
SKILLS
Buy-Sell ReviewWhole Life Insurance403 BSplit Dollar PlansExecutive Benefits StrategiesCharitable GivingDisability InsuranceSalary ContinuationFixed AnnuitiesPension PlansBusiness Continuation StrategiesDeferred Compensation PlansSupplemental Retirement IncomeUniversal Life InsuranceSep IraVariable AnnuitiesBusiness Overhead ExpenseAsset AllocationMutual FundsDental InsuranceIncome ProtectionSurvivor Income401kWealth AccumulationFinancial Needs AnalysisKey Person InsuranceTax-Deferred SavingsTerm Life InsuranceInformal Business ValuationWellness ProgramsSeries 6, 63 RegistrationsLong Term Care InsuranceRetirement PlanningCollege Funding StrategiesEstate PlanningIras (Traditional & Roth)Buy-Sell Agreements
ABOUT JESSIE LAWYER
Change is the one great constant in life. That’s why it’s so important to regularly…
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