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MassMutual financial professional.

Jennifer Funkemail

Skylight Financial Group - Cincinnati

3825 Edwards Road Suite 210
Cincinnati, OH 45209

  • 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 each and every client.

    PRODUCTS AND SERVICES

    • IRA Consolidation/Rollovers
    • Financial Plans
    • Goals Based Wealth Management
    • Charitable Giving Strategies
    • Estate Conservation Strategies
    • Mutual Funds
    • Education Funding Strategies
    • Long-Term Care Insurance
    • Variable Annuities
    • Fixed Annuities
    • Disability Income Insurance
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Term Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance
    • Tax Sheltered Annuities, 403(b) Plans


    QUALIFICATIONS

    • CIMA®, Certified Investment Management Analyst
    • Licensed to sell Life & Health Insurance in OH, KY, IN
    • Registered to offer securities products in OH, KY, IN, FL and GA
    • In financial services industry since 1986
    • BA, Economics, California State University, Fullerton
    • MBA, Finance, California State University, Long Beach

    PERSONAL

    • Resident of Loveland, OH since 1999

    ORGANIZATIONS

    • Board Member, Llanfair Retirement Community
  • Languages:
    • English

  • Credentials:
    • CIMA®

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • Retirement Income Planning
    • Financial Education
    • Group Benefits
    • College Funding Strategies
    • Estate Planning
    • Business Succession Planning
    • Risk Management Strategies

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