Message from Denise G. Jackson, LUTCF:

          "As the Founding Principle and President of Jackson Financial Services, I formed my     

         business with the goal of helping people plan for a financially strong future.  As a    

         business owner, I also understand that businesses need an affordable way

         to offer employee benefits.  I own a thriving insurance firm because I work to motivate

                          and empower successful people to plan and preserve a secure foundation. 

                          I am committed to helping all people take insurance planning into their own hands.                            I will take my time to  teach you.  I give you education you can truly benefit from.  This

                          helps us work together for many years.  Each time we talk, you'll be better situated to

                          understand the insurance planning we have done together.

                         I deliver prompt, professional insurance service in a relaxed atmosphere.  I keep abreast of

                         developments through ongoing education and by closely monitoring changes in the insurance

                         service industry.  I combine the latest technologies with my commitment to excellence, and

                         customer satisfaction.

                         Every project receives my guidance and private direction.  I work with you as your coach,

                         committed to understanding your goals.  You're getting creative leadership you can count on,

                         coupled with sincere communication, and a close client relationship.  I produce clean and stable

                         insurance planning that will last for years."

Who We Help:

Denise works with hundreds of regular and repeat clients on a monthly basis.  Her clientele ranges from corporations for which she has designed employee benefit plans to providing insurance products for the rich and famous.  Regular clients include adults who want products to provide long term help with protecting and preserving their wealth.

How We Started:

Denise started her business as a financial services agent.  She built a powerful track record at a Fortune 100 financial service corporation.  Denise often led in sales as top 8 in the country for the most profitable, and powerful insurance corporations in America.  Her expertise centered around building custom financial plans.  Denise designed investment and insurance portfolios for her clientele.  This lifetime planning focused on investment planning, retirment planning, and insurance planning.  She developed a model known as the "The 7 Pillars of Financial Success."  Denise operated as a leader in America's largest financial service company, and knew it was time to form her own business. 

Denise founded Jackson Financial Services.  Jackson Financial Services was formed out of Denise's aim of providing independent, and unbiased financial advice.  She became a full service broker, opening the door to her clients where all institutions were available to their portfolio. 

Through industry training and intensive course work, Denise was awarded the Life Underwriters Training Council Fellow (LUTCF) designation from the National Association of Insurance and Financial Advisors.  Denise earned the prestigious designation by completing Master's Degree level courses in insurance and retirement planning.  The LUTCF designation marks an agent's long-term commitment to professionalism on behalf of clients, and establishes the agent's competence and business experience.

Jackson Financial Services is focused on insurance specialization.  The practice is large enough to operate efficiently, apply in-depth research, and support sophisticated technologies.  At the same time, it is sized to provide personal service to ensure close client relationships.

EDUCATION:  College:  University of California Los Angeles (UCLA) 
                               Post-Graduate Study:  Southwestern University School of Law

HONORS/AWARDS

·         Council Award - 2000, 2001

·         Centurion Award - 2000, 2001

·         Life All Star Award - 1999, 2000, 2001

·         Peak Performer Award - 2000

·         Agent of the Month Award - 2000

·         100% Growth Award - 1999, 2000

·         National Quality Award - 2001, 2002

·         Who's Who In America- 2003

·         Women Who Mean Business Award Nominee - 2003, 2005

·         Awarded the LUTCF designation - 2005

ORGANIZATIONS

·         Encino Chamber of Commerce

·         National Association of Insurance and Financial Advisors

·         Alpha Phi Alumnae Organization

·         UCLA Alumnae Organization