Jonathan Feldman
Full Name
Jonathan Feldman
Company Name
Creative Financial Network
Direct Phone Number
954-798-0700
Email Address:
JonathanF@cfnsfl.com
Website and Social Media Pages
www.cfnsfl.com, www.linkedin.com/in/jkfeldman
Job Title
Independent Insurance Advisor
What services do you provide?
An independent Insurance Advisor, a majority of the people I talk with don’t truly understand the value of Life Insurance company products. Showing clients how Life Insurance products work allows them to see Life Insurance policies, Annuities, etc. as “tools” to enhance their overall financial planning. Consider the following concerns.
1. Do I know how much money I’ll need for retirement?
2. Do I have a way to address the impact of market risk and taxes on my retirement funds?
3. Do I have an alternative source of funding (for business or personal) other than a bank?
4. How can I protect my current income?
5. Is my family protected if something happens to me? Life insurance products offer solutions to address all these concerns. Together with my partners, I support clients with Insurance Advisory service for personal and business, Investment & Wealth Management services, Retirement Planning, and Legacy planning.
Who is your ideal client?
1. Business owners - advising on employee retention options, retirement planning (personal and for employees), Buy/Sell Agreement Funding, Income Replacement & Business Overhead Expense coverage
2. Individuals/Families - interested in planning for retirement as well has having plans in place to protect their families, assets, and income against the unexpected
3. Strategic Alliances - opportunities to work together and/or refer business to each other
4. Individuals interested in alternative sources of funding
What industry partners typically send you business?
Not industry specific. My referrals come from current clients, people I've met through networking, my natural market, and people I meet through the Chamber of Commerce.
What industries do you network with that you could refer to other members of our club?
1. Clients looking for Estate Planning - attorneys
2. People looking for accounting/tax planning services
3. People looking for business/project funding
4. People looking for Real Estate agents, mortgage bankers, and professional service providers (e.g. IT and business support services)
Jonathan Feldman
Company Name
Creative Financial Network
Direct Phone Number
954-798-0700
Email Address:
JonathanF@cfnsfl.com
Website and Social Media Pages
www.cfnsfl.com, www.linkedin.com/in/jkfeldman
Job Title
Independent Insurance Advisor
What services do you provide?
An independent Insurance Advisor, a majority of the people I talk with don’t truly understand the value of Life Insurance company products. Showing clients how Life Insurance products work allows them to see Life Insurance policies, Annuities, etc. as “tools” to enhance their overall financial planning. Consider the following concerns.
1. Do I know how much money I’ll need for retirement?
2. Do I have a way to address the impact of market risk and taxes on my retirement funds?
3. Do I have an alternative source of funding (for business or personal) other than a bank?
4. How can I protect my current income?
5. Is my family protected if something happens to me? Life insurance products offer solutions to address all these concerns. Together with my partners, I support clients with Insurance Advisory service for personal and business, Investment & Wealth Management services, Retirement Planning, and Legacy planning.
Who is your ideal client?
1. Business owners - advising on employee retention options, retirement planning (personal and for employees), Buy/Sell Agreement Funding, Income Replacement & Business Overhead Expense coverage
2. Individuals/Families - interested in planning for retirement as well has having plans in place to protect their families, assets, and income against the unexpected
3. Strategic Alliances - opportunities to work together and/or refer business to each other
4. Individuals interested in alternative sources of funding
What industry partners typically send you business?
Not industry specific. My referrals come from current clients, people I've met through networking, my natural market, and people I meet through the Chamber of Commerce.
What industries do you network with that you could refer to other members of our club?
1. Clients looking for Estate Planning - attorneys
2. People looking for accounting/tax planning services
3. People looking for business/project funding
4. People looking for Real Estate agents, mortgage bankers, and professional service providers (e.g. IT and business support services)
