Jackson Insurance & Financial Services

Jackson Insurance & Financial Services Financial Services Professional offering securities products and services through NYLIFE Securities I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

17 NW Hawthorne Suite 1
Bend, OR 97701

(541) 382-4731

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is 0684486

Neither Jackson Insurance & Financial Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Jackson Insurance & Financial Services is not owned or operated by New York Life Insurance Company or its affiliates.

10/21/2022
When it comes to the election, one of the best things investors can do for their portfolio is to leave politics out of i...
10/29/2020

When it comes to the election, one of the best things investors can do for their portfolio is to leave politics out of it. Learn why when it comes to the historical performance of markets, the political party in charge makes little to no difference.

New York Life examines how the 2020 presidential election may impact financial markets.

Taking care of the people around you is helping to take care of your country. Happy  ! https://nyl.co/2YPXNNh
07/02/2020

Taking care of the people around you is helping to take care of your country. Happy ! https://nyl.co/2YPXNNh

05/04/2020

We share your concerns about the coronavirus, and we’re here to help answer questions, give guidance, and provide peace of mind—just like always.

For many small business owners, a temporary closure can lead to financial hardship or worse. Learn key points of the CAR...
04/20/2020

For many small business owners, a temporary closure can lead to financial hardship or worse. Learn key points of the CARES Act and what this capital infusion can mean for your business.

The CARES Act was recently signed into law, in response to the COVID-19 pandemic. Learn from New York Life how its provisions can help support small businesses.

03/26/2020

For over 175 years, has been there for our policy holders when we’re needed most. As we all do our part in the fight against the Coronavirus, protection is a priority we all share. Please reach out to me with any questions you may have.

Market volatility is causing investor anxiety. These factors are unlikely to disappear anytime soon, and the market may ...
11/08/2018

Market volatility is causing investor anxiety. These factors are unlikely to disappear anytime soon, and the market may see more declines, but our Investment Management team supports adding equity exposure at today’s levels. Here’s why:

Investors are experiencing a rough bout with volatility as the VIX index, Wall Street’s fear gauge, hit a level of 25 – the highest level since February 2018. We recognize that occasional daily drawdowns, market volatility, and political noise create confusion for investors. These factors are un...

Could tax reform spark continued economic growth?
10/05/2017

Could tax reform spark continued economic growth?

The U.S. economic expansion is now into its ninth year, making it the third longest in U.S. history. Expansions aren’t limited by time, but...

With some smart planning we can protect what you’ve worked hard to build.  http://nyl.co/2dPlQWW
07/11/2017

With some smart planning we can protect what you’ve worked hard to build.
http://nyl.co/2dPlQWW

Half of Americans retire between 61-65. Will you be ready?
06/06/2017

Half of Americans retire between 61-65. Will you be ready?

You may get big financial and mental benefits if you wait a little longer to retire.

When retirement planning, let's make sure your money lasts as long as the fun does.
03/20/2017

When retirement planning, let's make sure your money lasts as long as the fun does.

Nobody can predict how long they will live, but there are sound financial strategies for increasing the odds of a successful retirement...

Address

17 NW Hawthorne, Suite 1
Bend, OR
97701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(541) 382-4731

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