Jan has been an agent for 35 years with New York Life. He is a District Agent and works closely with 4 additional New York Life agents. Having qualified for New York Life's prestigious Chairman's Council Membership 19 times reflects a very high level of production making Jan one of New York Life's top producers1. Jan is a life and qualifying member of the Million Dollar Round Table2. He is a former President of the Snohomish County Chapter of N.A.I.F.A. He can do fee-based Financial Planning and Investment Advisory Services as a Financial Adviser through Eagle Strategies LLC. a Registered Advisor. He is a member Agent of the Nautilus Group®. a service of New York Life Insurance Company a dedicated professional resource comprised of professionals with experience in the law, accounting and finance. The Nautilus Group as well as its member agents do not offer tax, legal or accounting advice.
Jan specializes in the areas of Estate Planning, Business Continuation, Retirement Income Planning and Executive Benefits. Jan is a Registered Representative offering 401(k), Simple and SEP plans, IRA and Roth IRAs through NYLIFE Securities LLC, Member of FINRA/SIPC, a licensed insurance agency 2008 123rd. Ave NE Lake Stevens, WA 98258 Tel: 425-335-4600. In addition, he is a sought-after speaker, having done hundreds of seminars and retirement workshops for corporations such as The Boeing Company, Northwest Hospital and many local businesses and organizations.
Jan and his wife Lorrie are very committed to serving the community in Lake Stevens where she graduated from the old "Pink Palace' in 1977. They were instrumental in the planning and bringing to fruition the Kids Oasis Play Ground and the LS Boys & Girls Club. They both have served as Board Members for several local organizations; Aquafest, Kiwanis, Everett G&CC, and N.A.I.F.A. For Jan and Lorrie, it's not just about 'making a living', it's 'making a life'.
1.Council is an annual company recognition program based on agent production from July 1- June 30.
2. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.