Advanced Planning
Current
Nov 2021 - Present
AeroLeads people directory · profile
James F. Email & Phone Number
Advanced Planning at Eagle Life
at
Eagle Life Insurance Company
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Advanced Planning at Eagle Life
Location
United States
Company size
Who is James F.? Overview
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Quick answer
James F. is listed as Advanced Planning at Eagle Life at Eagle Life Insurance Company, a with 24 employees, based in United States. AeroLeads shows a matched LinkedIn profile for James F..
James F. previously worked as Advanced Planning at Eagle Life Insurance Company and Advanced Planning and Solutions at Prudential Financial. James F. holds Bachelor Of Arts - Ba, Economics from Florida State University.
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Email format at Eagle Life Insurance Company
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Eagle Life Insurance Company
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Profile bio
About James F.
With over 30 years of experience in the financial services industry, I bring a broad depth of knowledge to our team at Eagle Life. My goal is to support financial professionals and our own team in explaining the complexities and opportunities of retirement planning, income distribution, asset protection, tax and many other topics.At the core, I want to help them drive business and ensure more Americans achieve financial dignity in retirement. I work extensively with our wholesaling force on optimizing how complex issues are presented and speak at industry conferences to help develop sales content for firms. I am passionate about public speaking and education and hold a B.A., from Florida State University in Economics and numerous industry designations (CFP®, CLU®, and CRPC® FINRA Series 7, 24 63, and 65 registrations.) Interested in learning more about Eagle Life? Click below.https://www.eagle-lifeco.com/
Current workplace
James F.'s current company
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Eagle Life Insurance Company
4 roles · 28 years
James F. work experience
A career timeline built from the work history available for this profile.
Advanced Planning And Solutions
Frequent speaker delivering advanced planning content for national and regional broker dealer conferences.Develop and deliver advanced planning content for the firm on various topics related to retirement planning, tax, government entitlement benefits, and estate planning content.Travel extensively to support and educate the firms wholesaling force on complex financial planning topics, policy changes and product positioning opportunities.
May 2010 - Nov 2021
Retirement Solutions
Trusted advanced planning resource for 40 variable annuity wholesalers.Conducted hundreds of advanced planning seminars for financial professionals, clients, accountants for the firms wholesaling team utilizing investment and insurance concepts creating sales opportunities for the firm.
Dec 2005 - Apr 2010
Financial Planner
Developed comprehensive financial plans for the firms top investment advisory teams to firm standards.Developed and presented seminars on various topics including zero tax estate planning, retirement income planning, charitable gifting strategies, and investment allocation.
1999 - 2005
~6 yrs
Team & coworkers
Colleagues at Eagle Life Insurance Company
Other employees you can reach at eagle-lifeco.com. View company contacts for 24 employees →
TM
Todd Mcdonough
Colleague at Eagle Life Insurance CompanyLadera Ranch, California, United States
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ML
Matthew Le
Colleague at Eagle Life Insurance CompanyWethersfield, Connecticut, United States
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BG
Bobby Getty, Crc
Colleague at Eagle Life Insurance CompanyFrisco, Texas, United States
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TS
Tavian Stilwell
Colleague at Eagle Life Insurance CompanyWest Des Moines, Iowa, United States
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SW
Scott Wert
Colleague at Eagle Life Insurance CompanyWest Chester, Pennsylvania, United States
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SH
Sarah Heuertz
Colleague at Eagle Life Insurance CompanyDes Moines Metropolitan Area, United States
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AC
Adam Christy, Chfc®, Ricp®
Colleague at Eagle Life Insurance CompanyDes Moines Metropolitan Area, United States
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PW
Peter Wall
Colleague at Eagle Life Insurance CompanyWindsor Heights, Iowa, United States
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AM
Adolph M. Pajkos
Colleague at Eagle Life Insurance CompanyDavenport, Florida, United States
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NS
Nathan Schuster
Colleague at Eagle Life Insurance CompanyWest Des Moines, Iowa, United States
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Todd Mcdonough
Colleague at Eagle Life Insurance CompanyLadera Ranch, California, United States
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ML
Matthew Le
Colleague at Eagle Life Insurance CompanyWethersfield, Connecticut, United States
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BG
Bobby Getty, Crc
Colleague at Eagle Life Insurance CompanyFrisco, Texas, United States
View →
TS
Tavian Stilwell
Colleague at Eagle Life Insurance CompanyWest Des Moines, Iowa, United States
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SW
Scott Wert
Colleague at Eagle Life Insurance CompanyWest Chester, Pennsylvania, United States
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SH
Sarah Heuertz
Colleague at Eagle Life Insurance CompanyDes Moines Metropolitan Area, United States
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AC
Adam Christy, Chfc®, Ricp®
Colleague at Eagle Life Insurance CompanyDes Moines Metropolitan Area, United States
View →
PW
Peter Wall
Colleague at Eagle Life Insurance CompanyWindsor Heights, Iowa, United States
View →
AM
Adolph M. Pajkos
Colleague at Eagle Life Insurance CompanyDavenport, Florida, United States
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NS
Nathan Schuster
Colleague at Eagle Life Insurance CompanyWest Des Moines, Iowa, United States
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1 education record
James F. education
FAQ
Frequently asked questions about James F.
Quick answers generated from the profile data available on this page.
What company does James F. work for?
James F. works for Eagle Life Insurance Company.
What is James F.'s role at Eagle Life Insurance Company?
James F. is listed as Advanced Planning at Eagle Life at Eagle Life Insurance Company.
Where is James F. based?
James F. is based in United States while working with Eagle Life Insurance Company.
What companies has James F. worked for?
James F. has worked for Eagle Life Insurance Company, Prudential Financial, The Hartford, and Legg Mason Investments.
Who are James F.'s colleagues at Eagle Life Insurance Company?
James F.'s colleagues at Eagle Life Insurance Company include Todd Mcdonough, Matthew Le, Bobby Getty, Crc, Tavian Stilwell, and Scott Wert.
How can I contact James F.?
You can use AeroLeads to view verified contact signals for James F. at Eagle Life Insurance Company, including work email, phone, and LinkedIn data when available.
What schools did James F. attend?
James F. holds Bachelor Of Arts - Ba, Economics from Florida State University.
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