Articles by Jason Chalmers

Jason Chalmers is Director of Life, Disability and Retirement Solutions at Gallagher, where he works with high-net-worth individuals, families and their advisers on life insurance, tax-advantaged investment strategies and retirement income planning. His work focuses on helping clients evaluate insurance-based solutions within the context of their broader financial goals, including wealth accumulation, asset protection and legacy strategies.

Jason has more than 25 years of experience in financial services, including portfolio management and equity trading. He holds a BS in Finance from the University of Colorado and is a registered representative of M Holdings Securities, Inc.

His background in both investment management and insurance gives him a perspective on how annuities and other insurance solutions can complement a client's broader investment portfolio and long-term financial plan.

Email: Jason_Chalmers@cfgllc.com | Website: www.cfgllc.com | LinkedIn

Latest articles by Jason Chalmers

Senior man focusing on paperwork at home

Why You Shouldn't ‘Set and Forget’ Your Annuity

Your annuity shouldn't be left to gather dust. Regular reviews and comparisons with newer products will help make sure it's still the best option for you.