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Jason Luck
About / Bio
Since 2005 I have worked with individuals and local business's to solve the needs when it comes to Life Insurance, Long Term Care Insurance, and Disability Insurance. I also can help a business offer group benefit plans to help retain and attract new employees.
Financial Advisor
Ideal Client
Individual Clients - A young maried couple that is planning on starting a family or has young children. Business Client - Small business with more than one owner looking to protect the value via buy sell planning and key person insurance.
Ideal Referral Sources
P&C agents, Estate Lawyers, CPA's, and Mortgage Brokers.
What to look for
Businesses with more than one owner, people getting married, expecting or new parents, people that have assets to protect if they get sick.