Jim Diemer ChFC, CASL, REBC
Managing Partner/ Financial Advisor
Jim Diemer ChFC, CASL, REBC
Qualifications
- Bachelor of Business Administration in Accounting
- Financial Advisor since 1999
- Chartered Advisor in Senior Living, CASL®
- Chartered Financial Consultant, ChFC®
- Registered Employee Benefirts Consultant, REBC®
- Licensed to sell Life & Health and Property & Casualty Insurance
- Registered to offer securities products
- 13 time President's Club Qualifier
- Series 7, 6, 65, and 63 securities registrations
Products and Services
- Stocks, Bonds, and Mutual Funds
- Wealth Management Services
- Managed Accounts
- Annuities, Fixed and Variable
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservations Strategies
- IRA Consolidation/ Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Medicare Supplement Coverage
- Pension Payout Alternatives, Transfers, Rollovers
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
Managing Partner/ Financial Advisor
