Jim Bowman
President, Life at AdvisorsExcel
- Role
- President, Life at Advisors Excel
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
Experience
President, Life
Mar 2010 — Present
Our goal is to assist our advisors in their efforts to help their clients achieve their financial goals. We support our advisors in the area of wealth transfer, income replacement, and tax efficient strategies using life insurance products where appropriate. We have built dedicated teams to provide ideas and concepts to our clients. This has been extremely well received and has assisted in bringing additional value to their clients. In addition to matching the client and concept we have also developed a tremendous platform to execute and implement the strategies chosen.
Skills
- Financial Advisory
- Financial Planning
- Financial Planners
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