Insurance & Retirement Solutions
Tuesday, 09 February 2010 14:34
Written by Richard (Dick) Jacobs
About Richard (Dick) Jacobs, LUTCF
Financial Representative, Registered Representative
Dick Jacobs has been helping people create more secure financial futures since 1983. His key to success? He loves his profession! He takes a personal interest in his clients and enjoys making a positive difference in their lives through his broad array of financial services, including employee benefit planning as well as business, estate and succession planning.
Dick states, "I've built my business on honesty and have never recommended a product or service that I would not purchase myself. I act as a problem solver to help my clients along the path they choose. Their acheivment is my goal."
Dick Jacobs, a veteran of the U.S. Army, has had a long, distinguished career serving people. Prior to becoming a finanical services professional, he worked 18 years in the furniture industry as a manfacturer's represenative. He was located in the San Francisco Bay Area and traveled throughout Northern California and Northern Nevada representing various furniture manufacturers to the retail trade. Many of his current financial services clients come from the furniture industry, with some relationships dating back 40 years.
Dick entered the financial services industry in 1983 desiring to make a positive difference in people's lives by helping them define and acheive their long-term financial goals. In 1997, he moved to Las Vegas to escape the overcrowding of the Bay Area. Dick continues to service his Bay Area clients via telephone and personal visits every 8-10 weeks.
Regardless of where he is, he monitors his business telephone twice a day and makes a point to return calls within 24 hours of receiving them. Many of his clients have told him that they appreciate his "staying in touch" as well as his prompt response to their requests.
In addition to his clients, Dick has also served his community as Past President of the Northwest Kiwanis Club and his industry at the local and state levels of the National Association of Insurance and Financial Advisors (NAIFA). He is Past President of the Southern Nevada Association and is President -Elect of the Nevada State Association. Dick will serve as Nevada State President in 2009-2010.
Dick balances his life between work and pleasure. He and his wife have grandchildren in Reno and Seattle, where they visit regularly. He also enjoys family reunions as well as entertaining at home.
Producer
My associate,
Lynn Easton has been a client of mine for the past 10 years. I met her through another client, where Lynn was the office manger for that business. Throughout the years I saw how effective Lynn was in running this client's business. On numerous occasions I asked her if she ever wanted to make a career change to please contact me. She did and I am very happy that she did.
Lynn received her life and health license and has been a wonderful addition to my insurance and benefit planning business. She learns quickly - I tell her once, show her once and she has it. If I'm not available, she has the ability to tackle a problem and find the right solution to that problem. This lady is very motivated and it is my fortune to have her working with me. She is very trustworthy and extremely reliable.
Lynn has an enthusiasm for education which is very important in this business. Our laws are constantly changing. New solutions and products are continually being introduced. Lynn understands, to be a valuable asset to our clients, continuing education is mandatory.
We are committed to our clients and continually strive to increase our expertise and professionalism.