Financial advisor
Core Focus Areas:
- First Responders
- Medical Plan Cost Reduction Strategies
- Policy Audits
- Succession and Wealth Transfer Strategies
- Buy-Sell Funding & SERPs
- Premium Financing
- Critical & Chronic Illness Solutions
Jeff Pollock has a long history in the Financial Services industry. The family business was started over 63 years ago and Jeff has helped over 500 businesses and individuals with all aspects of their financial planning. Jeff and Nancy also own and operate multiple family business in Santa Fe, New Mexico and have experienced first hand how value it is to incorporate the best products and ideas into their business.
Today, as an advisor for TKO, Jeff continues to focus on areas whereby he can add value and bring innovative ideas and products to his clients.
Jeff presently holds his life, health and annuity licenses and graduated with a B.B. from Principia College in St Louis, Missouri.