Phil Jackson is a Financial Planner with a focus on insurance solutions. In his role, he analyzes estate, business and retirement planning strategies specializing in life and long-term care insurance. In addition to his FINRA Series 7 and 24 securities registrations, as well as Ohio Life, Health and Variable licenses, Mr. Jackson holds a bachelor’s degree in Marketing and Business Administration from Indiana Wesleyan University, an MBA from Palm Beach Atlantic University, and is a Chartered Life Underwriter®.
Recent Comments