Jim Boldischar
RIA Insurance Specialist at DPL Financial Partners
- Role
- Ria Insurance Specialist at Dpl Financial Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jim Boldischar
I provide objective, client-centered insurance solutions for life, disability, and long-term care planning. Collaborating with RIA advisors, I help their clients minimize risk while complementing their existing wealth plan.
Experience
Ria Insurance Specialist
Mar 2026 — Present · Charlotte, NC, US
I am an Insurance Specialist with DPL Financial Partners, a member organization that provides insurance consulting services for RIAs. I partner with DPL members to provide objective, best-in-class solutions for life, disability, and long-term care planning.
Education
University of Minnesota
Bachelor of Arts, English
1997 — 2002
Benilde-St. Margaret's
HS
1992 — 1996
Skills
- Estate Planning
- Retirement
- Iul
- Fixed Annuities
- Life Insurance
- Sales
- Leadership
- Term Life Insurance
- Marketing Strategy
- Financial Advisory
- Series 6
- Insurance
- Wealth Transfer
- Retirement Planning
- Marketing
- Series 63
- Account Management
- Financial Planning
- Sales Operations
- Sales Management
- Business Development
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