Jacob Easoemail
3700 W Sam Houston Parkway South Suite 250
Houston, TX 77042-5118
Professional Story
BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for every client.
PRODUCTS AND SERVICES
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Fixed Annuities
- Variable Annuities
- IRA Consolidation/Rollovers
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
QUALIFICATIONS
- Two-time Million Dollar Round Table Qualifier – 2016, 2017
- Life Underwriters Training Council Fellowship
- Licensed to sell Life & Health Insurance in Texas, California, Arkansas, Florida
- Registered to offer securities products in Texas
PERSONAL
- 35-Year resident of the Greater Houston, Texas area
- Family: Wife: Rachel Easo, Children: Roshan, Rojan, Roysan
- Hobbies: Reading, Writing, Journalism, Travel, Photography, Networking
ORGANIZATIONS
- Member: India Culture Center, Malayalee Association of Greater Houston, Kerala Writers Forum, American Malayalam Society
- Indo-American Business Forum
- Attends Lakewood Church Houston
- Member of Indo-American Press Club
- Member of Houston Press Club
- Member of the Asian American Insurance & Financial Professional Association
Languages:
- English
Credentials:
- LUTCF®
Specialties:
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Investment Strategies
- College Funding Strategies
- Financial Education
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
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