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Joel Jenkins is a seasoned financial professional with extensive experience in annuities, financial planning, and insurance. He holds various professional designations, including Chartered Financial Consultant, Chartered Life Underwriter, and Life Underwriter Training Council Fellow. With over 49 years of experience, Jenkins has provided consulting and coaching services to individuals and businesses on employee benefits, retirement plans, and estate planning.

Experience

    • Principal
      • Mar 1975 - Present

      Providing consulting and coaching services to individuals and businesses on Employee Benefits, Qualified and Non-Qualified Retirement Plans (IRA, s 401(k), Money Purchase, s 457, s 403(b), etc.) Estate and Succession Planning including Charitable Desires, Venture Capital and Non-profit fund raisi...

    • Manager
      • 1972 - 1974
    • Security Patrolman
      • 1972 - 1973

Education

  • 2002 - 2003
    NAIFA-LILI (Leadership in Life Institute)
  • 1988 - 1991
    Life Underwriter Training Council
  • 1982 - 1984
    The American College
  • 1976 - 1979
    The American College
  • 1968 - 1973
    Valparaiso University
  • 1966 - 1968
    Worthington High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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