Life insurance and long term care insurance are an important part of many people’s financial picture, and Jade’s new insurance credentials will help us enhance our firm’s client service in these areas.
Fountain Valley, CA (PRWEB) October 31, 2013
Orange County financial services firm IWM Partners today announced that Jade Terry, a Marketing Associate for the firm, is now also an accident, health, life, and variable contracts agent. The license will allow Jade to further IWM Partners’ goal of providing a wide array of services, including life insurance and long term care insurance.
In her new role as a life and health insurance agent, Terry will assist in providing comprehensive needs analysis in terms of life insurance as well as long term care insurance for each client. When life or long term care insurance is appropriate for a client’s financial situation, Terry will assist in researching policy options and processing the paperwork.
“Life insurance and long term care insurance are an important part of many people’s financial picture, and Jade’s new insurance credentials will help us enhance our firm’s client service in these areas,” says IWM Partners financial consultant Shawn Hochuli.
The insurance license is part of Terry’s desire to delve further into the financial industry, which prompted her to earn her Series 7 and Series 66 registrations earlier in 2013. As an LPL registered assistant, the registration allows Terry to assist Michael, Shawn and Barbara in communicating with clients regarding their accounts, managing client portfolios and enhancing service in addition to her marketing and communication efforts for the firm.
About IWM Partners
With more than 40 years combined experience and working with more than $150 million of advisory assets through LPL Financial, Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, the Orange County Financial Consultants at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.
- The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.