Summary
Overview
Work History
Education
Skills
Certification
Timeline
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James Overbay

James Overbay

Livingston

Summary

Safe Retirement Specialist with a proven track record, excelling in client relationship building and educating clients on tax-free options. Successfully facilitated workshops that empowered individuals to maximize retirement strategies and achieve financial goals, while effectively protecting their income and assets. Passionate about teaching how money works for lasting wealth.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Safe Retirement Specialist

Self Employed Services
10.1992 - Current
  • Teach clients how to GROW AND PROTECT their money for college funding, retirement planning, or simply wealth accumulation with money you never knew you had.
  • Show clients how to protect their Income & Assets with Living Benefits
  • Facilitated educational workshops regarding retirement planning and financial literacy.
  • Help clients clear their debt to reach their financial objectives
  • Maximize pension and retirement strategies
  • Provide the best solutions to protect the client and their family from loss

Education

Business Administration

University of Maryland, College Park
College Park, MD

Skills

  • Client relationship building
  • Safe Retirement Strategies
  • Educating people on tax free options
  • Teaching How Money Works

Certification

Hold a Life Insurance License in Texas, Florida, North Carolina and California

Current with Errors & Omission Coverage

Current with State CE Requirements

Appointed with multiple A Rated Carriers

Timeline

Safe Retirement Specialist

Self Employed Services
10.1992 - Current

Business Administration

University of Maryland, College Park

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