Insurance Analytics and Management
Bio
Insurance Analytics and Management
1990 Main Street, Suite 750
Sarasota, Florida 34236
Toll-free Telephone 877.354.1780
Toll-free Fax 877.608.8480
John@JohnHelms.net
John Helms is a recognized life insurance management professional. He has helped high net worth clients and their advisors manage nearly a billion dollars of life insurance portfolios over the last 20 years.
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Chartered Life Underwriter (CLU)
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Certified Financial Planner® (CFP®)
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Chartered Financial Consultant®(ChFC)
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Culver Military Academy graduate
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Washington and Lee University, B.A. Economics
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ObjectiViewtm Insurance Property Management Specialist
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Southwest Florida Estate Planning Council
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Estate Planning Committee, Florida Board, American Cancer Society
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Published in numerous trade journals
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Veteran staff of on-site underwriting specialists
Florida Department of Insurance License Number A115914
