Jeff
Jensen,
CLTC®, RICP®
Financial Representative
READY TO FOCUS ON YOUR FINANCIAL GOALS? I CAN HELP!
I am committed to helping you work towards your financial goals. Whether you are saving for a child’s college, retirement, or protecting the future of a loved one, I believe in holistic planning to design specific strategies to help you with long term success. As a financial professional with Principal®, I work with individuals, families, and businesses to help them develop comprehensive strategies designed to help protect their assets, plan for retirement and work towards achieving their overall financial goals.
PERSONAL INFORMATION/INTERESTS:
- Jeff enjoys spending time with his 3 children: Jeff Jr, Jake, and Alexandra
- Born and raised in Northeast Nebraska
- Season ticket holder for the Nebraska Cornhuskers
- Super involved within the community
EXPERIENCE:
I bring over 11 years of financial industry experience as well as over 25 years of business management experience to Principal®, where I help my clients to organize and prioritize their financial planning needs to and through retirement.
PLANNING SOLUTIONS I OFFER:
- Life insurance
- Disability Insurance
- Health, dental and vision insurance
- Long term care
- College planning and savings
- Investments
- Retirement
- Estate planning
- Social security/Medicare strategies
- Small business benefits advisor
EDUCATION & CREDENTIALS:
- BAE from Wayne State College
- Series 6/7
- Series 63/65
- Retirement Income Certified Professional (RICP)
- Certified Long Term Care Professional (CLTC)
Offering health insurance products is an outside endeavor Jeff is involved with, separate and distinct from his role as a financial professional with Principal Financial Group®. These activities, products, and services are not sponsored, endorsed by, or affiliated with any company of Principal Financial Group®.