Directory of Financial Services Listing
DIRECTORY LISTING INFORMATION
COMPANY INFORMATION
| Company Name: |
Government Personnel Mutual
Life Insurance Company |
| Address: |
PO Box 7482 |
| City: |
Wesley Chapel |
| State: |
FL |
| Zip Code: |
33543 |
| Telephone: |
(888) 420 - 9560 |
| Fax: |
(813) 907 - 7793 |
| Web Site: |
n/a |
| |
| Nine years specializing in postal employee and federal
employee benefit planning. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
John Jewett |
(888) 420 - 9560 |
johnnyjewett@yahoo.com |
PROFILE INFORMATION
Licenses and Education
Securities Licenses:
Insurance Licenses (Life, Health, Disability, etc): Life, Health
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): ChFEBC
Education/Area of Study:
Associations and Affiliations:
Experience
I have been providing financial and/or related advice
to clients for 11 years.
How I/we charge clients for services (please select one):
| __ |
Fee for Financial Planning (initial, hourly, and/or
retainer) |
| __ |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
| __ |
Other (please specify): |
Financial Services Provided
| __ |
Tax preparation |
| __ |
Comprehensive financial planning |
| __ |
Investment and asset management |
X |
Insurance |
| __ |
Elder and long-term care planning |
| __ |
Estate planning |
X |
Retirement planning |
| __ |
Cash management and budgeting |
| __ |
Stock and bond brokerage |
| __ |
Other (please specify): |
I am or my firm is registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm (please select one):
X |
1-5 |
| __ |
6-10 |
| __ |
11-50 |
| __ |
51-99 |
| __ |
100 or more |
My affiliation with the office/firm:
| __ |
President/CEO/Owner |
| __ |
Employee |
| __ |
Independent Contractor |
X |
Other: General Agent |
Broker/Dealer Affiliation:
X |
No affiliation |
| __ |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
