Pro Client Guide
Jason Herring
Jason Herring, Pro Client Guide, and our resident IUL specialist and IBC coach, 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. He excels at designing high cash value IUL policies and Whole Life policies and educating his clients on which is best for each person’s unique goals.
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.
This was an amazing experience…
This was an amazing experience, when I first contacted Insurance and Estates, I barely knew anything about life insurance. Jason was very patient, informative and, clear in how he quickly educated me to make intelligent decisions on my financial future. I would definitely recommend Insurance and Estates to anyone.
Jason helped me with a whole life…
Jason helped me with a whole life policy, protecting my daughter as well as go through the process without disrupting my over the road work as a trucker. Some times as a trucker it’s hard to get on site medical while going state to state, as a non smoker I qualified, Jason is awesome
Excellent help, gave detailed explanation
Jason was very patient with all my questions (despite asking the same questions over and over!) and gave detailed explanation of everything he was sharing with me. He explained the whole process to me and simplified it for me to understand what I signing up for. He was also very responsive via email and texts. Thank you.
Excellent help, gave detailed explanation
Jason was very patient with all my questions (despite asking the same questions over and over!) and gave detailed explanation of everything he was sharing with me. He explained the whole process to me and simplified it for me to understand what I was signing up for. He was also very responsive via email and texts. Thank you.
– Mrinalini
Great advice, great service, great experience
Jason was extremely helpful walking me through my options. He was quick to respond, very detailed and overall amazing to work with. I’m very pleased with the experience and happy to have my policy set up.
– David
Jason's Top Webinars
Indexed Universal Life for Infinite Banking: Why Policy Design is the 🔑to Maximize Cash Value!
Indexed Universal Life – Why the Company and Policy You Choose Matters (Hidden Charges and Fees)
