Jason is a 2024 qualifier for the Million Dollar Roundtable. This puts Jason in the top 10% of Financial Professionals Globally. The Million Dollar Round Table (MDRT) is a global, Independent association of the world's leading life insurance and financial services professionals. He is also a Leaders Court Qualifier. Jason is a member of Finseca and has been recognized as a Frontline Leader Award winner, and a Recruiting Specialist Award winner on several occasions. He specializes in Retirement Planning , Infinite Banking, and Tax Advantage strategies for Real Estate Developers/Investors, Business Owners and High Earners. As President of the firm, Jason oversees carrier and strategic alliance partnerships, ensuring the highest service standards and outcomes. He works closely with a team of professionals, offering mentorship and practice management. Jason is also deeply focused on M&A and is open to conversations with Investment Advisors, RIAs, and CPAs interested in selling their business.Jason currently resides in Gloucester, MA with his wife Kaicia and his four daughters Peyton, Kyla, Kamryn, and Piper. He volunteers his time all year coaching his daughters in both Basketball and Softball. He takes pride in being a Girl Dad and has given his girls full credit on being his WHY.