Jim Diemer

Managing Partner | Financial Advisor

Domicile State: GA

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
 
Phone (912) 819-2132
Fax (912) 819-3003