Jamie Cline personal email
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I offer invaluable assistance and provide a very unique financial perspective to successful advisors and clients nationwide. Having served on both the wholesale and the retail end of the financial service industry, I really understand what my client’s needs are. My clients value my vision, heart and motivation to help them achieve the just rewards of a wonderful retirement.As a founding member of WealthWise Partners LLC, an independent educational, research, and retirement marketing group specializing in annuities and retirement income, I help assist advisors in educating their clients on retirement income and wealth transfer all across the country. During the past 10 years, I have consulted and helped financial professionals to write close to $1 billion in annuity production and millions of dollars of premium in life insurance. I have had the opportunity to consult more than 1,000 advisors in growing their practice. Originally from south Georgia, I attended the University of Georgia in Athens and graduated with a Bachelor degree in Real Estate. I was also a member of the 2001 World Series Team. Currently, I reside in the Atlanta area with my wife and three young boys.To learn more about how I can help you, please contact me at:Email: jamie@wealthwisepartners.comPhone: (678) 324.1742Specialties• Developing income planning solutions• Facilitating wealth transfer• Implementing business-building practices• Increasing profitability of financial advisors• Developing retirement solutions• Designing retirement income distribution• Advising on practice management• Outlining planned giving• Developing strategic alliances
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PrincipalSimplicity Atlanta Jul 2017 - PresentAtlanta, Georgia, United States -
Financial Consultant & PresidentWealthwise Partners, Llc Dec 2013 - Jul 2017Greater Atlanta AreaI help provide financial advisors and insurance professional with creative ideas and innovative marketing tools for their business and offer unbiased solutions for their clients. As president of WealthWise Partners LLC, I have access to over 50 major insurance carriers, including proprietary distribution. I strive to help advisors identify prospects, build their brand and grow their business through exclusive marketing programs and proven systems.
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Financial Consultant & PresidentJac Enterprises Llc Representing Wealthvest And Financial Independence Group Mar 2011 - Jan 2014I helped financial advisors across the country get in front of more clients, make more money, and streamline their business for future growth. I gave unbiased opinions based on their client's particular situation. My ultimate goal was to make the best financial advisors even better. I helped many advisors achieve multi million dollar success each year, and I was truly vested in each of my advisor's practice's.WeathVest Marketing is an advanced financial marketing firm, specializing in high-quality fixed annuities, fixed-indexed annuities and life insurance products. Headquartered in Bozeman, Montana and maintaining offices in San Francisco, California, WealthVest sells “A” rated or higher annuity and life insurance products coupled with innovative marketing services to Broker-Dealers and financial advisors.Financial Independence Group is located in Cornelius, North Carolina. FIG specialize in Annuities, Long Term Care, Life and Securities. Since 1976, FIG has been representing some of the most competitive and financially stable insurance companies in the industry.Independent Marketing Consultant responsibilities included:• Educated and trained financial advisors in the proper usage of Fixed and Fixed Indexed annuities, LTC & Life Insurance in client retirement portfolios.• Consultative wholesaling of retirement products to financial advisors. -
Vp Of SalesRetiree Adviser Marketing 2008 - 2011I worked as VP of Sales and helped grow business near $100 million in sales in the first year, becoming one of the fastest growing Independent Marketing Organizations in the country. I had a focus as a marketing consultant to grow the practice of agents and brokers across the country. I helped many agents achieve unfathomable success. -
Director Of SalesGameplan Financial Marketing, Llc. Nov 2003 - Dec 2007I worked as a recruiter and marketing consultant to where I grew a book of business to over $60 million per year in sales. I had a focus as a marketing consultant to grow the practice of agents and brokers across the country. I helped many agents achieve multi million dollar success.
Jamie Cline Skills
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Frequently Asked Questions about Jamie Cline
What company does Jamie Cline work for?
Jamie Cline works for Simplicity Atlanta
What is Jamie Cline's role at the current company?
Jamie Cline's current role is Partner at Simplicity Group Holdings.
What is Jamie Cline's email address?
Jamie Cline's email address is jc****@****ail.com
What is Jamie Cline's direct phone number?
Jamie Cline's direct phone number is +177068*****
What schools did Jamie Cline attend?
Jamie Cline attended University Of Georgia - Terry College Of Business.
What skills is Jamie Cline known for?
Jamie Cline has skills like Retirement, Annuities, Insurance, Strategy Development, Customer Relations, Account Management, Customer Service, Financial Planning, Retirement Planning, Public Speaking, Long Term Care, Strategic Financial Planning.
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