Jim Hancock Email & Phone Number

Jim Hancock, President and CEO of Educators Financial Assurance, has a passion for advising, educating and coaching others on finances and investments. Jim works with many different types of individuals, but especially enjoys working with teachers. He helps set up their retirement portfolios or gives them advice about how their money could be well spent to plan for the future. Jim understands the special needs of the educational, healthcare, and government communities and what their specific needs are.Jim Hancock started as a Marketing Vice-President for a non-profit company in California teaching seminars to small businesses. Almost twenty years later and after helping thousands of people achieve a more comfortable retirement, Jim continues to spread his special gift of not only investing money with passion, but also communicating with his clients and understanding their needs to apply this to the betterment of their financial futures.Educators Financial Assurance is a subsidiary of Preferred Retirement Options, Inc., a Registered Investment Advisor. Their mission is to provide quality service, investment products and financial planning tools to the educational, health care, and governmental communities with integrity and professionalism. The Educators Financial Assurance market focuses on voluntary investment vehicles such as 403(b), 403(b)(7), 457, 401(k) plans, Individual Retirement Accounts - IRAs, SEPs, SIMPLEs, and 529 plans. In addition, Educators Financial Assurance also focuses on risk management programs to help preserve your assets through life and long-term care insurance. As a service to employers and their employees, Educators Financial Assurance provides work site educational workshops and enrollment meetings to fit all investors needs. Educators Financial Assurance products and services are provided only in the states of Idaho, Oregon, Washington, Montana, Utah, Wyoming and Arizona.Specialties: Retirement planning for 403(b) programsPayroll slotsAsset Allocation & ManagementEntrepreneurInvestor CoachEfficient Market HypothesisInvestor Training, Coaching & EducationInvestment Planning & ManagementMatson Money Investor Coach401k Market ExpertManagement of Clients Investment PortfoliosFinancial ServicesFinancial CoachFinancial PlanningInvestment MentorLong-term care insuranceLife insurance

Listed skills include Retirement Planning, Retirement, Investments, Financial Planning, and 15 others.