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More About Jason

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 is the sales director for I&E, overseeing a national sales team.

Jason holds Series 6, 63 and 65 registrations.

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