Education & Experience

JOHN J. ENGLERT, CLU®, ChFC®, LUTCF Insurance & Financial Services     CA#0606915 Redding, CA 96002 Phone: (530) 224-6810 Fax: (530) 224-6811 john@johnenglert.com

PROFESSIONAL FOCUS:                                                               

• Personal Life Insurance Planning
• Executive & Employee Benefits
• Estate Planning
• Personal Financial Planning *
• Personal Financial Engineering

EDUCATION:

• CLU ®  (Chartered Life Underwriter): The CLU designation program is the undisputed professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life. Agents, field managers, and home office personnel gain in-depth knowledge on insurance and financial service, income taxation, individual life insurance, life insurance law, estate and succession planning, and planning for business owners and professionals.
  
  
• ChFC®  (Chartered Financial Consultant): The ChFC designation program provides individuals in the financial services industry with an in-depth knowledge of the skills needed to demonstrate an understanding of wealth accumulation, risk management, income taxation, planning for retirement needs, investments, estate and succession planning.

If you'd like to get to know us better just contact me by e-mail and ask for one of our new ImediaPro CD's. It is a great way to help you determine that ...

you'd like us to work together for your benefit.

QUALIFICATIONS/MEMBERSHIPS/ACHIEVEMENTS:

• Chartered Financial Consultant Designation
• Chartered Life Underwriter Designation
• Investment Adviser Representative for Eagle Strategies, LLC
• Security Licenses: FINRA Series 7, 6, 22 & 63
• Fellow, Life Underwriters’ Training Council Designation
• Member, National AIFA (since 1981)
• Member, American Society of Financial Service Professionals
• Life & Qualifying Member, Million Dollar Roundtable
• Elected, Member of the 2001-2002 NYL Agent's Advisory Council
• Member, Shasta AIFA (since 1981)
• Past President, Shasta AIFA
• Registered Representative for NYLIFE Securities LLC.
• Recipient, National Sales Achievements Award
• Recipient, National Quality Award 
• Moderator, Life Underwriter Training Council Classes

• PHILOSOPHY:
  
  A sincere respect for each individual as unique. My intent is to assist each client to maximize his/her financial potential. Doing quality work in my field requires discussing the important choices available to an individual, then, evaluating each option's strengths and weaknesses. Only through this process can an individual make an informed decision. I believe that you can only make a decision as effective as the quality of facts upon which that decision was based. I believe that the choice of the proper life insurance agent to represent your family and business is a critical decision. I know your insurance policies involve some of the most important financial decisions you will ever make.
  
  

  *  Personal Financial Engineering, not to be confused with financial planning, is a process which uses a visual model of your overall financial picture. It compares the features of several kinds of life insurance and various financial products. The process measures these financial products – their respective benefits, costs, attributes & net, net benefits to you. All comparisons made are verifiable and full disclosure is given. The goal of the process is to co-ordinate and integrate your financial decisions thus making them more efficient and productive. This process may create profound improvements for you.

  (Chartered Financial Consultant): The ChFC designation program provides individuals in the financial services industry with an in-depth knowledge of the skills needed to demonstrate an understanding of wealth accumulation, risk management, income taxation, planning for retirement needs, investments, estate and succession planning.
  
  contact me  by e-mail and ask for one of our new ImediaPro CD's. It is a great way to help you determine that ...

• Neither Englert Financial Services, nor John Englert provide tax, legal or accounting advice. Please consult a professional before making any decisions.