Jennifer Funkemail
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
Check the background of this investment professional on FINRA's BrokerCheck
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