Jim Diemer
Managing Partner | Financial Advisor
Domicile State: GA
California Insurance License #: 00088999
California Insurance License #: 00088999
QUALIFICATIONS & DESIGNATIONS
• Bachelor of Business Administration in Accounting
• Financial Advisor since 1999
• Chartered Advisor in Senior Living, CASL®
• Chartered Financial Consultant, ChFC®
• Registered Employee Benefits Consultant, REBC®
• Licensed to sell Life & Health and Property & Casualty Insurance
• Registered to offer securities products
• 15 time Leader’s Conference Qualifier (2003 - 2018)
• 7 time MetLife President’s Club Qualifier (2009 - 2016)
• 5 time America’s Council Qualifier (2011 - 2013; 2015 - 2016)
• Series 7, 6, 65, and 63 securities registrations
PRODUCTS AND SERVICES
• Stocks, Bonds, and Mutual Funds
• Wealth Management Services
• Managed Accounts
• Annuities, Fixed and Variable
• Charitable Giving Strategies
• Disability Income Insurance
• Estate Conservation Strategies
• Education Funding Strategies
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Medicare Supplement Coverage
• Pension Payout Alternatives, Transfers, Rollovers
• Tax Sheltered Annuities, 403(b) Plans
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Whole Life Insurance
I am licensed and registered to offer products and services in GA. Licenses and registrations will vary. Check the background of this registered representative on FINRA’s BrokerCheck