Jan Bell, CLU, ChFC®

Phone: 770-399-0417
Fax: 770-399-0426
E-mail:

BUSINESS SUMMARY

Jan Bell, CLU, ChFC® concentrates on the estate planning and business markets. Her business philosophy emphasizes conservation of assets for present and future generations. Jan works in conjunction with the client's attorney, CPA, and other financial professionals. Services provided include the following:

  • Analysis of current personal and business assets
  • Review of insurance products to assure proper coordination with short-term and long-term plans
  • Implementation of properly owned life insurance as a solution to estate planning as well as business planning issues
  • Establishment of retirement plans
  • Utilization of insured products, such as disability policies and long-term care policies, to protect and conserve assets 

EDUCATION AND PROFESSIONAL AFFILIATIONS

Society of Financial Service Professionals

National Association of Insurance and Financial Advisors

Atlanta Estate Planning Council (past member, Board of Directors) Planned Giving Council

St. Joseph's Hospital of Atlanta

Million Dollar Round Table*

PACE qualifier through The American College (continuing education certification)

Professional designations of CLU (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) earned through The American College

B. S. degree, Georgia State University, Honor Society of Phi Kappa Phi

I am licensed to sell insurance in Georgia, Alabama, Colorado, Florida, Illinois, Kentucky, Maryland, Minnesota, Missouri, North Carolina, Ohio, South Carolina, Tennessee, Texas and Virginia. I cannot communicate with, or respond to requests from, people who reside in states where I am not licensed to conduct insurance or securities business.

*Membership based on sales criteria.