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Jason Herring, Pro Client Guide

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Jason Herring, Pro Client Guide, has been helping clients with asset protection, estate and wealth transfer planning since 2010. He communicates with clients from a planning approach, using his knowledge of advanced market concepts and product expertise.

Jason is an advocate of using life insurance to create a tax favored asset. He has extensive training and experience with infinite banking and the various other names it goes under.

Jason’s career started as a wholesaler for the Hartford working with large financial firms, helping educate their clients on asset protection, estate planning and wealth transfer.

Hartford merged with Prudential and Jason continued in the same role and was honored to earn Prudential’s Pinnacle award in both 2014 and 2015. The Pinnacle award recognized him as one of the top wealth transfer and advanced planning representatives in the country.

Jason holds Series 6, 63 and 65 registrations.

Jason Herring is a Registered Representative with the The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Insurance & Estates Strategies, LLC is not affiliated with The Leaders Group, Inc.

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I&E was created by a group of estate planning legal professionals and life insurance agents who, after spending years working for various groups, including larger nationwide insurance brokerages, realized that people really do appreciate being able to find affordable life insurance policies and other related products and strategies from the comfort of their very own home.

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