Denise Gaitan Jackson, LUTCF

“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 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.  My focus is to help all people take insurance planning into their own hands through my online office. I will take my time to teach you how to understand your coverage.  This helps us work together for many years so each time we talk, you’ll be better situated to understand the insurance planning we’ve done together.  You’ll receive prompt, professional insurance service in a relaxed atmosphere.  You can rely on me to keep abreast of developments through ongoing education, while combining 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.”

Keeping You for Generations…

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!

Who We Help

For over 20 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 successful companies and individuals who want reliable products to provide long term help with protecting and preserving their wealth.

How We Started

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 on several occasions.

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.

Jackson Financial Services

Denise Gaitan Jackson, LUTCF founded Jackson Financial Services over 20 years ago out of the simple mission to provide independent and unbiased financial advice. As an independent full service broker, Denise designs plans that are most competive for clients because all institutions and insurance plans are available to a client’s portfolio, rather than just a small few.

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, individualized advice and prompt follow through on cases 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 implements each day. 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 – Three-Time Recipient

• Agent of the Month Award – Multiple Times Recipient

• Peak Performer Award

• Who’s Who In America

• Top Producer for A Fortune 100 Corporation

• Awarded the LUTCF designation