Jonathan Brackett Email & Phone Number

PROFESSIONAL SKILLS:I am a gifted communicator. I enjoy work, especially work that allows me to communicate with people on a personal level. Forging relationships with clients and co-workers is one of my distinct specialties and I feel as though a positive attitude in turn yields positive business. It is my genuine pleasure to create a business environment where all involved can be both successful and productive.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of North and South Carolina. No insurance business may be conducted outside the states referenced. I offer a variety of products and services that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Contact me with any questions or concerns you may have. I can also help you fully analyze your needs and recommend appropriate solutions specializing in the products and services I offer.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Listed skills include Analysis and Multi Generational Wealth Transfer.

• 

  University Of North Carolina At Charlotte

  History