Jonathan is a veteran of the BOLI/COLI and executive benefits marketplace, having worked in the market since its infancy in the early 1990’s. He has extensive experience with product design and BOLI/COLI implementation and administration. Jonathan has developed a nationwide client base and currently leads sales and administrative efforts for the Western region of the U.S. He has in-depth knowledge and experience working with both U.S. and international banking organizations.
Jonathan holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, is a Registered Securities Representative, and a licensed insurance representative.
IIG • Institutional Insurance Group, LLC • 18 Shipyard Drive, Suite 3B, Hingham MA 02043 • Phone: 781-749-7373
Securities, when offered, are offered through FAS Corp., an SEC registered broker-dealer and member or FINRA. FAS Corp. is an affiliate of Financial Advisory Service, Inc. Institutional Insurance Group, LLC is independently owned and operated.
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