jacob-easo_78e85cfd7a944f7ab800928f3c770f55

Jacob Easo

Financial Services Representative

LUTCF®

Biography

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

Focus Areas

  • 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

Languages

  • English

CRN202105-248268

Check the background of this investment professional on FINRA's BrokerCheck