Jackson Financial Services was founded by Denise G. Jackson, LUTCF. The Jackson Financial Services is unique through it's approach to "designing" quality protection plans that are structured to work for people's short term & long term goals. Jackson Financial Services combines commitment to keeping clients through generations with efficient customer service and affordable premiums. We have been awarded a leader in our industry because we are a trusted advisor. We love what we do and it shows!
As the Founding Principal and President of Jackson Financial Services, I've built my business with the goal of helping people plan for a financially strong future.
As a business owner and mother within my own family, I also understand that businesses and families need an affordable way to structure insurance coverage.
I own a thriving insurance firm because I work to motivate and empower successful people to plan and preserve a secure foundation.
I am committed to helping all people take insurance planning into their own hands. I will take my time to teach you. I give you education you can truly benefit from. This helps us work together for many years. Each time we talk, you'll be better situated to understand the insurance planning we have done together.
I deliver prompt, professional insurance service in a relaxed atmosphere. I keep abreast of developments through ongoing education and by closely monitoring changes in the insurance service industry. I combine the latest technologies with my commitment to excellence and customer satisfaction.
Every project receives my guidance and private direction. I work with you as your coach, committed to understanding your goals. You're getting creative leadership you can count on, coupled with sincere communication and a close client relationship. I produce clean and stable insurance planning that will last for years."
Meet The Broker
For 13 years, Denise G. Jackson, LUTCF has worked with hundreds of regular and repeat clients on a monthly basis and has built an empire of clients maintained annually. Her clientele ranges from high profile corporations for which she designs employee benefit plans, to providing insurance products for the rich and famous. Regular clients include adults who want products to provide long term help with protecting and preserving their wealth.
Denise started her business as a full service financial services agent. She built a powerful track record at a Fortune 100 financial service corporation. Denise often led in sales as top 8 in the country for the most profitable and powerful insurance corporations in America. At this Fortune 100 company, she rose to become the 3rd highest paid female in the company.
Denise's expertise centered around building custom financial plans. She designed long term investment and insurance portfolios for her clientele. This lifetime planning focused on investment planning, retirement planning, and insurance planning. She developed a model known as the "The 7 Pillars of Financial Success." Denise operated as a leader in America's oldest and largest financial service company, and knew it was time to form her own business.
Denise Gaitan Jackson, LUTCF founded Jackson Financial Services. Jackson Financial Services was formed out of the simple mission to provide independent and unbiased financial advice. She became a full service broker, opening the door to her clients where all institutions and insurance plans could be available to a client's portfolio.
Through industry training and intensive course work, Denise has been awarded the Life Underwriters Training Council Fellow (LUTCF)designation from the National Association of Insurance and Financial Advisors. Denise earned the prestigious designation by completing Master's Degree level courses in insurance and retirement planning. The LUTCF designation marks an agent's long-term commitment to professionalism on behalf of clients and establishes the agent's competence and business experience.
Jackson Financial Services is focused on insurance specialization. The practice is large enough to operate efficiently, apply in-depth research and support sophisticated technologies. At the same time, it is sized to provide personal service to ensure close client relationships.
Denise attributes her success of developing and retaining her extensive client base to being strong in her faith and runs her business accordingly. She guides her clients safely into their long-term planning with values and ethics. Denise is a top producer because she has a follow up system in place that she follows regularly. Denise uses the formula of professional competence, honesty, and sincerity with the people she does business with. She plainly states that persistence helps too!
EDUCATION:College: University of California Los Angeles (UCLA)
Post-Graduate Study: Southwestern University School of Law
HONORS/AWARDS
Life All Star Award - Three-Time Recipient
National Quality Award - Two-Time Recipient
Centurion Award -Two-Time Recipient
Council Award - Two-Time Recipient
100% Growth Award - Two-Time Recipient
Women Who Mean Business Award Nominee - Two-Time Recipient
Peak Performer Award
Agent of the Month Award
Top Producer for A Fortune 100 Corporation
Who's Who In America
Awarded the LUTCF designation
ORGANIZATIONS
· Encino Chamber of Commerce
· National Association of Insurance and Financial Advisors
· Lifetime Member of the Alpha Phi Alumnae Organization
· UCLA Alumnae Organization
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