Meet Jason

 

Experience:

Jason focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle.

  • Over 3 years in the insurance & financial services industry
  • Previous role with Bankers Life
  • Strong focus on financial planning process which may include but is not limited to: workplace retirement plans, life & disability insurance, annuities, estate planning strategies, asset allocation, and portfolio management.

Education & Credentials 

  • Bachelor of Science in Business Management/Economics – Empire State College
  • FINRA Series 6 & 63 securities registration
  • Life & Health Insurance License

Interests

  • Spending time with family; Jason is married to Julia DeLuca and has 3 children.
  • Involved with Kids Need More Foundation
  • Involved with Make a Wish Foundation & Autism Speaks

 

Approval # 946269-092019