Jeffrey (Jeff) Savois
Financial Advisor
RICP®, CLTC, LUTCF®
Biography
Licensing/Qualifications:
- Licensed to sell Insurance in:TX, LA, NM, GA, & FL
- SecuritiesRegisteredin:TX, LA, GA, OK
- 16years in the Financial Services Industry MetLife/MassMutual since August2007
- Professional Designations: Retirement Income Certified Professional; Certified in Long-Term Care; & Life UnderwriterTraining Council Fellow
Professional Services:
Retirement Planning
- 401(k)/Lump Sum Distributions
- IRA Consolidation/Rollovers
- Pension Payout Alternatives
- Pension Transfers/Rollovers
- Income Strategies for Retirement
- Comprehensive Customized Retirement Profile
- Long Term Care Needs
Personal/Family Strategies
- Disability Income Insurance
- Education Funding Strategies (529s)
- Charitable Giving Strategies
- Estate Conservation Strategies
Business Strategies
- Buy/Sell Agreement Funding
- Business Succession Strategies
- Disability Income Insurance
Education
B.S. in Finance (concentration in Investments) from LSU, Baton Rouge, LA (2004)
Hobbies
Enjoys spending time with family, playing golf,tennis, and playing French Horn in his Church Orchestra
Affiliations & Memberships
LSU Alumni Association-Houston Chapter, NAIFA Houston, St. Peter’s UMC Orchestra, Alumni of LSU’s “GoldenBand from Tigerland”from ’00-‘03
Focus Areas
- Insurance Strategies
- Business Owners
- Investment Strategies (Reg. Reps Only)
- Special Needs (ChSNC Required)
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Retirement Income Planning
Languages
- English
CRN202111-256306
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