Planning for Life Podcast
The All-Encompassing Planning Process
The Jacobs Coolidge and Company team love inspiring their clients to have “aha moments” by helping them look at the big picture.
In this episode of the Planning for Life Podcast, Carl Coolidge explains why he and the team take an all-encompassing approach to planning for their clients.
In this episode, you will learn:
– What sets Jacobs Coolidge and Company apart from the competition
– How often the team makes changes to their planning process
– Why Carl wants you to feel a sense of comfort and relief once you’ve established your planning goals
– And more!
Tune in to learn how you could benefit from this all-encompassing planning process!
CRN202106-249513
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. Jacobs, Coolidge & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. We have agents licensed to sell insurance in the following jurisdiction(s): Georgia, Florida, North Carolina, South Carolina, North Dakota, New York, Connecticut, Colorado, California, Michigan, New Jersey. We have agents licensed to sell securities in the following jurisdiction(s): Georgia, Florida, Indiana, Maryland, North Dakota, New York, South Carolina, Texas. Carl Coolidge, CA Insurance License 0I16279, State of Domicile: GA. Russell Jacbos, III, CA Insurance License 0D13170, State of Domicile: GA. CRN202211-274137
