Paul Jackson

Paul entered the financial services sector through the life insurance industry in 1982. Over the next 40 years, he served as a producer, manager, Managing Director and Senior Vice President with several of the most premier broker / dealers and banks. Specialized in Wealth Management for many prominant families in America. He designed multi-generational wealth transfer and philanthropic gifting methods, for ultra-high net worth clients, enabling them to transfer wealth while minimizing taxation. In addition, for decades he has taught, mentored, and managed financial advisors extensively in use of insurance, trusts, and advanced wealth transfer concepts. After retiring in 2022, he opened Successful Exam Tutors where he is the Co-Owner and instructor. He continues to assist others who wish to enter into the financial services industry.