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Outsourced Fiduciary Support Services for Trust-Owned Life Insurance 

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Kenneth D. Jackson 

Ken Jackson is the Director of Administration Services.  His primary role is the daily management of operations and coordination of client services.  His background in advanced estate and trust planning provides our clients with valuable insight into the policy service issues fiduciaries face in today's changing financial services environment.

Ken received his Bachelors degree from Southern Illinois University in 1986 and double majored in Finance and Marketing.  In 1995 he received two Masters degree programs from The American College in Bryn Mawr, Pennsylvania, the Masters in Financial Services (MSFS) and the Masters in Management (MSM).

Ken holds multiple professional designations: 

CFP 

Certified Financial Planner 

CLU 

Chartered Life Underwriter 

ChFC 

Chartered Financial Consultant  

CPCU Chartered Property Casualty Underwriter

FLMI 

Fellow Life Management Institute 

ACS 

Associate in Customer Service 

ARM Associate in Risk Management

RHU 

Registered Health Underwriter 

REBC 

Registered Employee Benefits Consultant 

CEBS 

Certified Employee Benefit Specialist  

GBA 

Group Benefits Associate 

RPA 

Retirement Plans Associate 

AIC Associate in Claims
APR Associate in Personal Insurance
AU

Associate in Commercial Underwriting

Ken entered the life insurance business in 1986.  From 1990 through 1997 he was in charge of advanced marketing support, training and product development for a large life insurance agency.  He managed approximately $1 million per week in new business insurance premiums generated from clients located in over 40 states.