Head of One Insurance Solution
One Insurance Solution for RIAs
Jake Spaccarotelli has ten years of experience in the insurance industry across Banks, Broker-Dealers, Independent Insurance agents, and RIAs, where he has served in various operations and sales leadership roles. Currently, he is the Head of a new division of Raymond James, One Insurance Solution for RIAs, and serves as the Branch Manager for an office of Raymond James Financial Services. His mission is to use his experience and the resources of Raymond James to empower Independent RIAs to engage in protective planning through insurance products like annuities, life insurance, and long-term care insurance.
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Empowering RIAs to Engage in Protective Planning
Thursday, September 28, 2023
11:00 AM – 12:00 PM MST