913.961.0521 | email@example.com
Jason joined CUNA Mutual Group in 2018 after more than 20 years in the financial services industry. His experience wholesaling annuities, mutual funds and life insurance includes positions at Edison Risk, Protective Annuities and Ohio National Financial. Jason has a finance degree from the University of Colorado at Denver, and holds his Life and Variable Insurance License. He is registered with FINRA.
Jason spends his free time with his family and girlfriend, and enjoys golf, sports and traveling.
Jason is a valuable partner to advisors, where he uses his experience and knowledge in risk management strategies to help build up business and increase production.
720.670.9844 | firstname.lastname@example.org
Greg came from Jackson National to CUNA Mutual Group in 2016. He has a bachelor’s degree in economics with a minor in international business. His licenses include Colorado life insurance and he is also FINRA registered.
Greg has been an annuities wholesaler for more than a decade, specializing in fixed, fixed index and variable annuities. He and his wife love their labradoodle, Woodford. They also enjoy traveling, camping and snowmobiling.
Greg knows the world of annuities is vast and increasingly complex. His approach to partnering with advisors involves helping them navigate through it so they can utilize the best solutions for their clients’ needs.