MAKING YOUR FUTURE GREATER THAN YOUR PAST
The Lifestyle By Design Program is a unique process designed to help you understand where the economic pieces in your life fit. The purpose of the Process is to help you organize these economic pieces in such a way that you can manage and grow your lifestyle.
Product Opportunites:
20 - Traditional Life Products
-9 Riders
3 - Long Term Care Products
6-Disability Income Products
-Individual
-Group
Case Concept opportunities:
*Deferred Compensation Design and Funding
*Wealth Replacement Trust Design and Funding
*Estate Equalization Trust Design and Funding
*Split Dollar Concept Design
*Premium Financing
Career Agency opportunities and benefits in a NON-CAPTIVE RELATIONSHIP. Buiild your own brand in a non-captive career agency relationship. Individual and Team Financing , Back Office Support, Case Design Support, Product Design Support, Comprehensive Benefits, Exstensive Ongoing Training at your request. Financial Advisors
EDUCATION
Strategic Coach, 1998-2005, Toronto Canada
Marshall University - 1974 graduate
Bachelor Business Administration Accounting - Finance
West Virginia University - 1972 Graduate - Associate Degree Business & Economics
PARKERSBURG HIGH SCHOOL - 1969
EAGLE SCOUT, BOY SCOUTS OF AMERICA
PROFESSIONAL AFFILIATIONS
*National Association of Life Underwriters
*Million Dollar Roudtable
*New England Financial Hall of Fame
*Adjunct Professor, West Virginia University - Parkersburg
*Aircraft Owners and Piots Association
*Experimental Aviaiton Association
*Mid-Ohio Valley Aviation Assocoation - President
*2014 to Present - MassMutual - Pittsburgh - Brokerage Director - West Virginia
*1999 to 2006 - Founding Partner Future Focus Advisors, Inc. Retired Partner 2006
*1990 - 2006 - Metlife/New England Financial - Associate Agency manager
LEADERSHIP EXPERIANCE
*Allohak Council Vice Presoident of Properties, Boy Scouts of America
*Mid-Ohio Valley Aviation Assocaition - President
*Aircraft Owners and Pilots Assocaition, Local Airport Support Network Group
*Associate Agency Manager - New England Financial
INTERESTS
*Builder - Experimental Aircraft
*Insstrument-Rated, multi-engine private pilot
*Co-Owneer, Cessna SkyMaster N19SB
*British Sports Cars
*Family
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(304) 482-7161
JamesBennon@jamesbennon.com
jbennon@massmutualbrokerage.com
jbennon@financialguide.com
Monday - Friday: By Appointment
Saturday: By appointment
Sunday: Closed