Jeff is a consultant of Madison Rose Advisors, a Member Firm of M Financial Group, one of the nation’s most innovative financial services design and distribution companies serving the affluent and corporate markets. Jeff has over 30 years of experience in applying prudent investor principles to life insurance.
Jeff specializes in independent audits of trust-owned life insurance. Based on 5 factors. 1) financial strength and claims-paying ability of the company, 2) cost competitiveness and pricing style, 3) pricing stability, 4) relative value, and 5) cash value allocation options. Jeff works directly with our clients and their advisors and his process focuses on the phrase; “take time to protect what you have worked your entire life to achieve”.
Jeff works extensively with designing sophisticated tax-efficient life insurance portfolios to enable his clients and their advisors to increase economic results, reduce risks, and/or to enhance their flexibility in intergenerational wealth-management planning. A respected voice in the industry, Jeff has contributed to Financial Advisor Magazine, Financial Planning Magazine and Private Wealth Magazine. His professional designations include:
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Certified Long-Term Care (CLTC®)
- Life Underwriter Training Council Fellow (LUTCF®)
- Master Registered Financial Consultant (MRFC®)
- Retirement Income Certified Professional (RICP®)
- National Social Security Advisor (NSSA®)
- Accredited Estate Planner (AEP®)
- Accredited Investment Fiduciary (AIF®)
He also holds FINRA registrations 6, 7, 63, and 65, as well as licenses for life/health and property/casualty insurance. He is a member of the William Paterson University Alumni Association. Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA), the Northern New Jersey Chapter of Financial Services Professionals, Estate Planning Council of Northern New Jersey (EPCNNJ), International Association of Registered Financial Consultants, (IARFC) and National Association of Estate Planners & Council (NAEPC) Jeff is a qualifying member of the prestigious Million Dollar Round Table (MDRT). His achievements include Top of the Table status.
Raised in Wayne, New Jersey, Jeff lives in Pompton Lakes with his wife, Laura. He conducts fund-raising for the local Boys and Girls Club there and for St. Joseph’s Hospital Pediatric Hematology Oncology Department in Paterson, NJ. He is a third-degree member of the Knights of Columbus and a member of St. Mary’s Men’s Cornerstone Group, a mentoring group for young professionals. He is a member of the Madison Rotary & Summit Elks. Jeff is also active in the 200 Club of Morris County, New Jersey, a charitable organization benefiting widows and families of fallen police officers and firemen. Besides his professional work and community efforts, Jeff enjoys spending time with family and friends. He also plays golf and drives a Harley Heritage Springer. He is an avid reader.
CA License #0L12374
Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/membership/requirements/
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Madison Rose Advisors LLC is independently owned and operate.
Financial Planning
Whatever your financial goals are, sound planning is essential to making them a reality. By taking into account your personal situation, we’ll work with you to create a plan that is unique to you. We’ll guide you through the options, keeping in mind your goals, personal circumstances, and any concerns you may have. From there, we’ll help you build and carry out a highly customized plan, and provide ongoing monitoring to identify changes that need to happen along the way.