Jack Curtis Email & Phone Number

Boston, Ma, Us

Florham Park, New Jersey, Us

Florham Park, New Jersey, Us

As the Regional Sales Consultant for Prime Pensions, Inc. for the New England territory, I aim to establish new relationships and enhance existing relationships with financial advisors, CPAs, and tax attorneys. I have over 20 years of experience working with local business owners and financial professionals to create solutions for their retirement plan needs, including designing plans and preparing illustrations for prospective clients. My experience includes both defined contribution (401k, 403b, 457) and defined benefit plans (cash balance).At Prime Pensions, Inc., we understand that retirement planning is not a one-size-fits-all endeavor. Each client's aspirations and financial situations are unique, and our approach reflects that understanding. I pride myself on my ability to listen attentively to my clients' needs, concerns, and dreams, translating them into comprehensive retirement plans that pave the way for a secure and fulfilling future.I believe that by working closely with financial advisors, recordkeepers, and plan sponsors, together we can create retirement solutions that grow with you and your organization.

New York, New York, Us

My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.”

Omaha, Ne, Us

Disclosures:‎ This is not an offer or solicitation in any jurisdiction where weare not authorized to do business 1.‎ Insurance Licensed in: MA, NH, ME,VT,RI,VA,GA‎2. Disclosure: http://www.mutualofomaha.com/disclosure/ ‎‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). ‎‎4. ‎Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences. ‎‎6.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

Radnor, Pa, Us

Unique ability to simplify complex ideas and present them in a clear and compelling manner. My mission is to offer proven retirement solutions to business owners and their employees on qualified plans including 401(k), profit sharing and defined benefit plans.I also specialize in helping financial advisors find opportunities to grow their practice.LicensesSeries 6,7,63,66Life and Health Insurance

New York , Ny, Us

Unique ability to simplify complex ideas and present them in a clear and compelling manner. My mission is to offer proven retirement solutions to business owners and their employees on qualified plans including 401(k), profit sharing and defined benefit plans.I also specialize in helping financial advisors find opportunities to grow their practice.LicensesSeries 6,7,63,66Life and Health Insurance

New York, Ny, Us

As a Merrill Lynch financial advisor I am committed to being an essential financial partner for my clients by serving their needs with integrity while providing a comprehensive service to achieve their financial objectives. I implement consultative approach using an efficient and automated process with sustainable, repeatable, and measurable long term growth, including a service model to protect client’s assets and cater to their individual goals and needs.Specialties: Financial planning, Equities (Mutual Funds, Stocks, ETFs), Fixed income (Municipal Bonds, Corporate Bonds, GNMA) Insurance (Life and Annuities)LTC (Long term care)LicensesSeries 6,7,63,66Msssachusetts Life and Health Insurance

Oo

Prospected new sales leads, initiated and scheduled appointments, followed through with potential clients to drive sales, and built and maintained broker relationships for the following territories: Arizona, New Mexico, Alabama, Louisiana, Mississippi, New York, El Paso, Texas, San Diego, California and Las Vegas, NV

· Assisted in establishing an independent financial office. · Through direct client contact, assisted with financial planning inquiries and customer service. · Organized client seminars · Grew and maintained successful client relations. · Conducted securities and fund research as well as portfolio analyses and reviews. · Specialized in 401k planning and prospecting.

· Served as a client contact, assisted with financial planning inquiries and customer service. · Maintained successful client relations. · Conducted securities and fund research as well as portfolio analyses and reviews. · Specialized in 401k/retirement planning and prospecting.Licenses & TrainingMassachusetts Insurance--Life & HealthSequoia System: Core Sales Program

Bachelor Of Arts, English

English