Jim Barlow
We specialize in Kai-Zen, an innovative investment strategy that amplifies your funds by up to threefold for building a cash-accumulating life insurance policy through strategic leverage.
- Role
- Finra Dispute Resolution Arbitrator at FINRA
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Jim Barlow
With over 40 years of experience in the financial services industry, I am a seasoned and certified financial planner who specializes in premium financing as a funding source for executive benefit and estate planning strategies. I have the credentials of CFP, CMFC, and CIMC, which demonstrate my expertise and commitment to the highest standards of ethics and professionalism in the field. As the owner and founder of OakTree Premium Finance, I help clients create tax-free retirement income by merging finance, investing, and life insurance. I also use this innovative approach to design business succession, wealth transfer, and legacy plans that meet their unique needs and goals. I am passionate about providing unbiased and independent financial advice to the families and businesses I serve, and I enjoy sharing my knowledge and experience as an advisory board member of Intuitive Funding, an organization of angel investors and entrepreneurs.
Experience
Finra Dispute Resolution Arbitrator
Jul 2011 — Present · Washington, DC, US
Education
Brigham Young University
Bachelor of Science - BS, Business, Management, Marketing, and Related Support Services
College for Financial Planning
Master of Science (M.S.), Financial Planning and Services
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