Founder
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Founding Principle

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 understand that companies need an affordable way to offer employee benefits.

 

As a female owned insurance service firm I work to motivate and empower women 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 a clean and stable financial plan 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 preserving their wealth.

 

How We Started:

 

Denise started her business as a financial services agent. Her expertise was building custom financial plans. Denise designed investment and insurance portfolios for her clientele's lifetime planning and

financial security. She focused heavily 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 the financial service company she worked at. For a time, she led in sales as number 8 in the country. 

 

After building a powerful track record at the Fortune 100 financial service corporation, 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 clientele where all institutions were available to a portfolio. 

 

Jackson Financial Services 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.

 

Denise attributes her success of developing and retaining her extensive client base to the old formula of professional competence, honesty, and sincerity with the people she does business with. She plainly states that persistence helps too!


EDUCATION:  College:  University of California Los Angeles (UCLA) 
                    Post-Graduate:  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

·         Women Who Mean Business Award Nominee - 2003, 2005

·         Who's Who In America- 2003

ORGANIZATIONS

·         Encino Chamber of Commerce

·         National Association of Insurance and Financial Advisors

·         Alpha Phi Alumnae Organization

·         UCLA Alumnae Organization