Jason Coffman

Jason Coffman

Registered Representative

Phone: (574) 273-5665 ext 311
Fax: (574) 273- 5680
Mobile Phone: (574) 315-3205
E-mail:


Philosophy/Mission Statement

My mission is helping my client family to identify, protect, & achieve their financial dreams using a unique process & innovative strategies.

 

Professional Services

Life Insurance Strategies. A death benefit from a life insurance policy can be used to:

  •             Help Repay  Debts
  •             Help Replace Lost Income
  •             Help Cover Final Expenses

 

Investment Strategies:

  •             Sustained Retirement Income
  •              Accumulation of Wealth

 

Estate Planning Strategies:

  •             Estate Creation
  •             Estate Transfer

 

Long Term Care Strategies

Educational Funding Strategies

Social Security Retirement Benefit Strategies

 

Professional Qualifications

Bachelor’s Degree, Indiana University (South Bend), Finance

 

Personal

Jason started his career with John Hancock Financial Network in 2009 and has been in the insurance & finance industry since 2003. Jason & his wife, Jill, (both originally from Walkerton, IN) live in South Bend with their two boys Jaxon & Cadon.  Jill, a graduate of Bethel College, works in the area in teaching at the elementary level. Jason enjoys spending time with friends & family, playing baseball, and cheering for Notre Dame.