The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
Jay is a Managing Principal at Laurus Strategies for Wealth. With more than 35 years of industry experience, he is a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). His professional affiliations include membership in the Chicago Estate Planning Council, Association for Advanced Life Underwriting (AALU) and the Society of Financial Service Professionals as well as a Senior Sales Consultant with the Guardian Life Insurance Company. He has spoken at the AALU annual meeting, The Million Dollar Round Table Top of the Table Meeting and the Illinois CPA Society.
Through the creative use of life insurance and other financial instruments, we work extensively with small business owners to grow their businesses while designing strategies to maximize and preserve their wealth in these volatile and uncertain times. Our clients want financial instruments that give them control, options, flexibility and certainty. Permanent Life Insurance is a unique asset class, and we show our clients how to use life insurance in ways they never dreamed possible.
A 1979 Indiana University graduate, Jay attended on a baseball scholarship and graduated with a degree in Business Management and Administration.