Jason Bird

Jason Bird

Advocis Member Since: 2010

Jason Bird

Years in Business:
11-15

Clientele:
Pre-retired, Self-employed, Professionals, Retired, Medical practitioners, Professional athletes

Languages:
English

Designations:
  • CLU
  • CHS

Area of Expertise:
Insurance Planning, Investment Planning, Retirement Income Planning, Retirement Planning, Business Planning, Employee/Group Benefit Plans, Estate Planning, Business Transition Planning, Divorce and Separation Planning, High Net Worth, Small Business Planning, Succession Planning, Tax Planning

PLEASE NOTE: Information on member designations is self-reported. All designation statuses should be verified with the associated certifying body. Advocis reserves the right to remove designations from profiles based on internal audits.