James W. Dooley CLU, ChFC, CASL

Responsibilities included pre-retirement interviews with clergy and lay employees including reviewing their plans for retirement. These interviews covered pension options, Social Security choices, Medicare supplement plans, LTC options, retirement accounts, housing alternatives, income and estate tax planning, etc. Developed all financial planning content for CPG's Enriching Your Retirement conferences for retirees. Primary contact person for all inquiries on client problems with pensions, health care issues, and retirement accounts. Retained most all of my responsibilities from previous positions.

Oversaw daily administration of Church Pension Fund's Lay Defined Benefit and Defined Contribution Plans. Worked on the Executive Committee that was charged to identify and eliminate discrepancies between Clergy and Lay plans and introduce new fund options to our Lay DC plans. Responsible for DC plan compliance with IRS rules and regulations. Retained responsibilities with Church Life Insurance Corporation on product development, client service and retention. Retained responsibilities assumed from the closure of the Sales and Service Strategies Department in 2003.

Created all sales, marketing and administrative procedures for the introduction of the mutual fund options in our new RSVP/TSA program. Created all financial planning material for two renewed educational programs for active clergy,lay employees and seminarians. Assisted in the development of our first web-based financial planning calculator for clergy and lay employees in 1997. One of three associate editors of the Episcopal Clergy tax guide from 2004 to 2013. NYSID Compliance officer for the company from 1997 to 2005. Assisted with clergy and lay pre-retirement interviews starting in 1996.

Recruited, trained and retained General Agencies . Assisted these General agents with recruiting, sales, marketing and training of new associates to grow their business. NYSID life and health license instructor from 1991 to 1995. Created and presented our sales training material for all new agents recruited to the company at company training seminars and in written sales training manuals.

Licensed agent for all life , health and property and casualty insurance. NASD licensed for all variable and mutual fund products in 1984. Responsible for all sales and service in specific area in Nassau County.