Broker Check
Jan Bell, CLU, ChFC®

Jan Bell, CLU, ChFC®

Financial Professional

Jan Bell, CLU, ChFC® concentrates on the estate planning strategies and business markets. Her business philosophy emphasizes conservation of assets for present and future generations. Jan works in conjunction with the client's attorney, CPA, and other financial professionals. Services provided include the following:

  • Analysis of current personal and business assets
  • Review of insurance products to help assure proper coordination with short-term and long-term goals
  • Implementation of properly owned life insurance as a strategy to help fix estate planning as well as business planning issues
  • Establishment of retirement plans
  • Utilization of insured products, such as disability policies and long-term care policies, to help protect and conserve assets

Education and Professional Affiliations

  • Society of Financial Service Professionals
  • National Association of Insurance and Financial Advisors
  • Atlanta Estate Planning Council (past member, Board of Directors) Planned Giving Council
  • St. Joseph's Hospital of Atlanta
  • Million Dollar Round Table*
  • PACE qualifier through The American College (continuing education certification)
  • Professional designations of CLU (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) earned through The American College
  • B.S., Georgia State University, Honor Society of Phi Kappa Phi

Jan Bell is insurance licensed in Georgia. We do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

*Membership based on sales criteria.