Jacob Easo

Insurance Strategies, Business Owners, Retirement Income Planning, Investment Strategies (Reg. Reps Only), College Funding Strategies, Financial Education, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning

English

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for every client.

PRODUCTS AND SERVICES

• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Whole Life Insurance
• Fixed Annuities
• Variable Annuities
• IRA Consolidation/Rollovers
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Mutual Funds
• Tax Sheltered Annuities, 403(b) Plans
• Charitable Giving Strategies
• Disability Income Insurance
• Estate Conservation Strategies
• Education Funding Strategies
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)

 QUALIFICATIONS

• Two-time Million Dollar Round Table Qualifier – 2016, 2017
• Life Underwriters Training Council Fellowship
• Licensed to sell Life & Health Insurance in Texas, California, Arkansas, Florida
• Registered to offer securities products in Texas

PERSONAL

• 35-Year resident of the Greater Houston, Texas area
• Family: Wife: Rachel Easo, Children: Roshan, Rojan, Roysan
• Hobbies: Reading, Writing, Journalism, Travel, Photography, Networking

ORGANIZATIONS

• Member: India Culture Center, Malayalee Association of Greater Houston, Kerala Writers Forum, American Malayalam Society
• Indo-American Business Forum
• Attends Lakewood Church Houston
• Member of Indo-American Press Club
• Member of Houston Press Club
• Member of the Asian American Insurance & Financial Professional Association

CRN202105-248268

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