Professional
Before Jim Erb can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Jim.
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My business relationships are built on integrity, professionalism and a shared pursuit of realized potential. Every day my clients make choices to protect their families and their businesses, and I strive over the long term to provide the knowledge and direction that lends focus to their future.
—Jim Erb
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Jim Erb and his team encourage that any time you work with a financial professional you review their background. Please review the following links:
- FINRA: www.finra.org/InvestorInformation/InvestorProtection/ChecktheBackgroundofYourInvestmentProfessional/index.htm . The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all securities firms doing business in the United States. All told, FINRA oversees nearly 5,000 brokerage firms, about 173,000 branch offices and approximately 677,000 registered securities representatives.The report summary provides an overview of the broker's professional background and conduct. Please press the "view full PDF report" button.
- Florida DFS: www.fldfs.com/data/aar_alis1/. The Florida Department of Financial Services (DFS) site shows what insurance firms the advisor works with.
Jim Erb has been a part of the financial services industry since 1979. He has earned the followings designations and certification:
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CFP®
Certified Financial Planner™
Experience, Knowledge and Ethical Advice.
The Certified Financial Planner™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
CLU®
Chartered Life Underwriter
Jim Erb received his CLU in February 1988 from The American College.
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
ChFC®
Chartered Financial Consultant
Jim Erb received his ChFC in February 1989 from The American College.
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
CASL®
Jim Erb received his CASL in December 2008 from The American College
Holders of the CASL® designation have completed five in-depth courses with comprehensive exams covering such subjects as retirement planning, social gerontology, health and long-term care financing, investments and estate planning.
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Jim earned a bachelor of science in risk management and insurance from Florida State University.
Awards and Recognition
- National Sales Achievement Award (1985-1998, 2000, 2002-2003, 2005-2006)
- Million Dollar Round Table Qualifying Member (1986-1989)
- National Quality Award (1985, 1987-1988, 1991-2006)
- Million Dollar Round Table Qualifying/Life Member (1990-2009)
- Health Insurance Quality Award (1987, 1989-1991)
- Million Dollar Round Table Provisional Member (1985)
Associations and Memberships
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