Jonathan P. Krueger, Cepa Email and Phone Number
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Jonathan P. Krueger, Cepa personal email
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Jonathan financially engineers life insurance products for maximum tax-free Internal Rates of Return (IRR) not normally seen in this low-risk asset class. Jonathan represents clients as a fiduciary, and his team negotiates all aspects of health ratings, design and returns to ensure the highest IRRs possible.Jonathan’s ability to deliver compelling tax-free IRR has captured the attention and respect of entrepreneurs, CEOs, and professionals looking for the highest level of financial guidance.Interested in learning more about using life insurance as an asset class to expand your estate, increase diversification, protect your business or to multiply charitable gifts? Reach Jonathan here: Jonathan.Krueger@Larson.com or call 314-222-2788.Jonathan is also available for consulting, speaking engagements and media appearances on a selective basis.TODAY, I’M A:✅ Licensed (Series 7, 65, & 63) investment advisor representative✅ Financial Advisor✅ Wealth Management quarterback and architect employing advisory services, private capital, investment grade life insurance, fixed indexed annuities, and patented AI-assisted portfolio management, providing best interest guidance for the client members of our firm.✅ Center of influence for a roster of nationally recognized estate planning attorneys and CPAs.WHAT I DO:✅ Accelerating the impact of your wealth in your community: potentially the difference between being remembered by a plaque on the wall and having a building named after you.✅ The problems we face are not presented in silos. There is an art in masterminding the collaboration of your trusted advisors’ to accelerate your wealth.✅ Whether you need a family office to take your wealth to the next level generationally with: • Wealth building tax strategies for converting current tax liabilities into income producing assets; or • Succession plans for the businesses and assets you have grown or acquired, we have the experience, resources and team to successfully guide and navigate your continued success. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, our services, LionsGate Advisors or the performance of your accounts.
Larson Financial
View- Website:
- larsonfinancial.com
- Employees:
- 172
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Partner And Financial AdvisorLarson FinancialChesterfield, Mo, Us -
Partner/ Financial AdvisorLarson Financial Jul 2021 - PresentSt. Louis, Missouri, Us -
Ceo & Investment AdvisorLionsgate Advisors Oct 2018 - Jun 2021Chesterfield, Mo, Us -
Executive Director - Investment Advisor RepresentativeAccelerated Wealth - St. Louis Jan 2015 - Sep 2018St. Louis, Mo, Us -
Wealth StrategistAccelerated Wealth, Llc Jan 2013 - Dec 2014Colorado Springs, Co, Us -
Sales & Marketing DirectorInsurancerenegade Aug 2012 - Jan 2013- Niche Marketing, Sales Coaching, Brand Development- Strategic Consulting, including business plan and sales strategy development- Recruited Successful Joint Venture and Affiliate RelationshipsInsurance Renegade is a turn-key marketing program for Commercial Insurance Agents who desire to take a quantum leap in their personal and agency production. Coupled with Commercial Insurance Group, LLC agents have access to numerous Mainline and E/S Insurance Carriers online rating platforms that they would otherwise be limited to.
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Sales & Marketing DirectorCommercial Insurance Group Llc Oct 2011 - Oct 2012Colorado Springs, Co, UsCommercial Insurance Group (CIG) is a Wholesale Insurance Broker with the expertise of placing hard to write risks. We offer small to mid-sized agencies and large aggregators, either captive or independent, the ability to expand their markets and revenue opportunities. For example, a few of the specialty programs we offer include Contractors, Roofers, Restaurants/ Bars/ Taverns, Hospitality, Habitation, Livestock, Worker Comp and Professional Liability. Speed, Service and Affordability are what we deliver everyday. -
Vp Of OperationsNetsurance.Com Dec 2010 - Sep 2011Netsurance.com is the leading eMarketing Broker in the online Auto and Home Insurance vertical. - As an Online eMarketing Broker, Netsurance.com has developed a new model for customer acquisition matching a single agent with each potential auto insurance consumer.- Netsurance.com is partnering with qualified agencies and affiliates optimizing respective operational marketing strengths with our advanced technology platform.
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Regional Vice PresidentPrimerica Sep 2000 - May 2009Duluth, Georgia, Us
Jonathan P. Krueger, Cepa Skills
Jonathan P. Krueger, Cepa Education Details
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The Wharton SchoolCertified Investment Management Analyst (Cima) Certification -
University Of Colorado Colorado SpringsInternational Business & Marketing
Frequently Asked Questions about Jonathan P. Krueger, Cepa
What company does Jonathan P. Krueger, Cepa work for?
Jonathan P. Krueger, Cepa works for Larson Financial
What is Jonathan P. Krueger, Cepa's role at the current company?
Jonathan P. Krueger, Cepa's current role is Partner and Financial Advisor.
What is Jonathan P. Krueger, Cepa's email address?
Jonathan P. Krueger, Cepa's email address is jo****@****lth.com
What is Jonathan P. Krueger, Cepa's direct phone number?
Jonathan P. Krueger, Cepa's direct phone number is +131422*****
What schools did Jonathan P. Krueger, Cepa attend?
Jonathan P. Krueger, Cepa attended The Wharton School, University Of Colorado Colorado Springs.
What skills is Jonathan P. Krueger, Cepa known for?
Jonathan P. Krueger, Cepa has skills like Marketing, Insurance, New Business Development, Marketing Strategy, Management, Life Insurance, Strategic Planning, Sales, Business Development, Entrepreneurship, Lead Generation, Leadership.
Who are Jonathan P. Krueger, Cepa's colleagues?
Jonathan P. Krueger, Cepa's colleagues are Sara Israel, Darin Archbold, Jill Leverty, Brady K. Petersen, Cfp®, Cima®, Lisa Walt, Jason Schuhmacher, Trevor Monroe.
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