PHIL JACKSON, MBA, CLU®
Managing Director, Insurance Marketing
Phil Jackson is a Managing Director, Insurance Marketing for our partner, ValMark Financial Group, 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®.
PHIL JACKSON, MBA, CLU®
Managing Director, Insurance Marketing
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Wealth Impact Partners
E: info@wealthimpactpartners.com
175 Highland Avenue
Suite 401 Needham, MA 02494
P: 781.489.9800
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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