|
Licensed to do business in Wyoming, Nebraska, Colorado, New Mexico, and Texas.
Jude A. Watters is also seperately registered as an investment adviser representative (IAR) under Eagle Strategies LLC, a Registered Investment Advisor, offering advisory services in the state of Wyoming. As such, these services are strictly intended for individuals residing in Wyoming.
Personal Profile
Hello, and welcome to my web site! My name is Jude Watters and I truly hope I can provide you with any information to help you!
Being a Casper resident since 1973, I have seen the ups and downs of our small town society first-hand. Prior to coming to Casper, I spent time in the military from 1966 to 1970. I then completed my college degree in 1973 and graduated from the University of Northern Colorado.
I spent the first eight years out of college teaching and coaching for the Natrona County School District. I then spent the next three years as a Physical Director at the Casper YMCA. I have been active in the community with participation in a variety of functions such as serving as a youth coach for the City of Casper. I take pride in my association and membership with the State and National Board, membership with the American Lung Association. I also enjoy taking part in various committees with the Casper Chamber of Commerce. I stay active and fit by involvement with the local Athletic Club as well as through numerous outdoor activities and exercises.
Professional Accredidations and Designations
Agent with New York Life since 1984
Chartered Life Underwriter, CLU from the American College
Earned CLU Designation in 1995
Member of Society of Financial Service Professionals
Member of NAIFA, Wyoming AIFA and Central Wyoming AIFA
Life & Qualifying member of the Million Dollar Round Table (MDRT)*
Investment Advisor Representative for Eagle Strategies
Chartered Financial Consultant, CHFC from American College.
Earned CHFC Designation in 2006
Life Council Member for New York Life
Presidents Council of 2005
*MDRT is recognized throughout the industry as the standard of excellence in Life Insurance sales and perfomance
Staff Profile
Rachel Krueger is my Office Manager and my main support. Her commitment to customer service has a positive influence on the growth of my business.
My Services
I believe that service is the key to success. A print that hangs in our reception area says:
"It takes months to find a customer but only seconds to lose one." This is the premise by which I guide my business.
Service means listening to what is important to the client by developing plans and programs to help them meet their needs and desires. Service also means making it easy for the client to do business with us.
I, along with many other insurance professionals in small communities, work in a variety of Products and Services, but the majority of my work centers around the following areas:
Products and Services:
Individual Life Insurance, Variable Universal Life Insurance #, Immediate, Variable #, & Fixed* Annuities, Variable Universal Life#, Variable Annuities#, Money Management***, Group Health**, Dental**, & Disability Products Health Insurance**, Dental** & Disablilty** Employee Benefit Plans
Disability Income Insurance**
Long Term Care Insurance
Mutual Funds#
Pension Plans
*Issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation).
**Products available through one or more carriers not affiliated with New York Life; dependent on carrier authorization or product availability in your state or locality
#Offered by NYLIFE Securities LLC(member FINRA/SIPC)
***Offered through Eagle Strategies LLC.
Personal Planning For:
Life Insurance Needs Education Funding
Mortgage Protection and IRA Funding
Estate Conservation College Funding Financial Planning** Retirement Funding
Estate Conservation
Charitable Giving
Gifts to Children/Grandchildren
Business Planning For:
Buy-Sell Funding with Life Insurance
Deferred Compensation Funding with Life Insurance
Executive Bonus Plans with Life Insurance
Key Person Protection with Life & Disability Income**
Funding for Qualified Plans (SEPs, TSAs, Keoghs,401(k)s)
Funding for Salary Continuation Plans**
**Products available through one or more carriers not affiliated with New York Life; dependent on carrier authorization or product availability in your state or locality.
Mission Statement: I am a finanical service professional. My goal is to provide insight, strategies, and products to help my clients realize and protect their unique dreams. All of my clients share one common thread: a concern for their own and their family's financial future. With over 20 years of experience, education and understanding of my client's concerns, along with my affiliation with New York Life Insurance Company, I am provided with the proper education and ideas in helping my clients obtain financial goals to protect their unique dreams. We protect YOUR dreams.
Vision Statement: Our vision is to see each and every client establish, work towards, and protect thier unique and individual dreams.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Jude Watters is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of Wyoming, Texas, New Mexico,Colorado and Pennsylvania. No insurance business may be conducted outside these states referenced.
Jude Watters is a Registered Representative and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Wyoming, Texas, New Mexico, and Colorado. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Jude Watters is also separately registered as an investment advisor representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Advisor, offering advisory services in the states of Wyoming, Texas, New Mexico, and Colorado. As such, these services are strictly intended for individuals residing in Wyoming, Texas, New Mexico, and Colorado.
|