Phil Jackson
MBA, CLU®, CFP®
Managing Director, Insurance Marketing
About Phil
Phil Jackson is the Managing Director of Insurance Marketing for our partner, Valmark Financial Group. In his role, he provides insurance-focused planning solutions to our clients, including estate analysis and business and retirement planning strategies. He is specialized in both life and long-term care insurance. Mr. Jackson’s focus is to help solve problems and find creative solutions that uniquely address our clients’ needs. In addition to his Series 7 and 24 registrations as well as Ohio Life, Health and Variable licenses, Mr. Jackson is a Chartered Life Underwriter® (CLU®) and a Certified Financial Planner™ (CFP®) professional. He holds a BA in Marketing and Business Administration from Indiana Wesleyan University and an MBA from Palm Beach Atlantic University.
Through our relationship with the ValMark Companies, we have access to an experienced support team, with credentials spanning multiple financial disciplines – from legal, accounting, tax and financial advisory expertise to life insurance, retirement planning and securities. This team of over 100 professionals serves as our back office support staff.