Jon Katz
- Role
- Principal, Senior Client Executive at OneDigital
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Principal, Senior Client Executive
Aug 2021 — Present
Skills
- Strategic Financial Planning
- Accident
- Health Savings Accounts
- Wealth
- Commercial Insurance
- Financial Planners
- Whole Life
- Retirement Planning
- Medicare
- Brokers
- Cobra
- Long Term Care
- Term Life Insurance
- Flexible Spending Accounts
- Healthcare
- Health Insurance
- 401k
- Universal Life
- Insurance
- Long-Term Care
- Dental
- General Insurance
- Long Term Care Insurance
- Disability Insurance
- Life Insurance
- Critical Illness
- Dentistry
- Whole Life Insurance
- Property & Casualty Insurance
- Fixed Annuities
- Estate Planning
- Group Insurance
- Retirement
- Financial Planning
- Medicare Supplements
- Working with Brokers
- Employee Benefits
- Underwriting
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