Join us as we dive into the myths of individual and family medical insurance along with the myths of employer sponsored medical insurance during our 1 hours webinar.
What criteria do employers use when selecting a benefits broker? What are organizations top challenges as they relate to employee benefits and Human Resources? You won’t want to miss it!
Learn more on Thursday, April 29th from 12 PM PST.
Graduated CSU Sacramento with a Bachelor of Science Degree, with a concentration in Finance.
Started in insurance and financial services in 1991.
Served as President of the National Association of Insurance and Financial Advisors-Central Valley Chapter for two terms.
Named Agent of the Year in 2007 for the National Association of Insurance and Financial Advisors-Central Valley.
Married to his wife Bella since 1992.
4 children, 2 girls and 2 boys.
Jeff is very involved as a volunteer in his community and industry. Jeff’s motto is “Promise A Lot and Deliver More”.
A financial professional for nearly 20 years, Tolen has spent seven years on the FinDec leadership team helping people make sound financial decisions. Tolen takes great pride in helping individuals and families develop financial security so they can focus on their interpersonal desires and goals. Very few financial professionals are both certified financial advisors and certified financial planners. Having both means Tolen brings a diverse background and understanding of how to work with both corporate clients and individual investors.
He has a track record of retaining clients and building on those relationships — clients regularly note that they fully trust him and will follow his advice wholeheartedly.