Despite the turbulent financial waters, Jim Lee’s clients sleep well at night. With a new office in the Lumberyard, Lee is increasing the volume of clients without sacrificing the quality of his services.
Lee’s clients are more like family than files. “I build relationships with people,” he said. In many cases, I’ve sold three generations of family insurance products that keep them secure and help meet their goals.”
Lee’s positive outlook and compassionate nature, coupled with his experience and knowledge of the life insurance industry, make him an ideal resource for individuals and families alike.
“I love what I do, I have a passion for it,” he said. “I help people.” Indeed, Lee’s sound advice has helped his clients realize their retirement goals and feel a sense of security.
“I’ve been in the insurance business for 25 years,” Lee said. “I went out on my own 15 years ago so I could help my clients better.” As a broker, Lee is not tied to any particular company’s product.
By offering principal, protected products that guarantee an income stream that clients cannot outlive, Lee is removing some of the anxiety that comes with the financial unknowns.
“People want certainty and with the volatility of the stock market, there are a lot of clients looking at other products,” he said. “Safe money is good money.”
The husband and father of triplets and a toddler, is always on the cutting edge of financial laws and products that impact his clients. “New laws allow 401k rollover for those changing jobs or leaving the workforce,” Lee said. “I can find a product that is safe from market risks and create an income stream based on the client’s goals and objectives.”
The Encinitas resident is as enthusiastic about his family life as he is about his work. “I spend time with my wife, V Lee, and our kids,” he said. “I use to play more golf,” Lee said, “but now I like to hang out with my family. We just have a blast together.”
Lee also coaches his children’s t-ball and basketball teams. “It’s a chaotic family and I love it,” he said.
Lee was recently inducted into Creative Marketing’s exclusive Tailor Made group of an elite group of top-selling insurance and financial professionals across the country who has met the impressive success criteria necessary for membership.
“Believe it or not, my job is exciting,” Lee said. “I get to help people realize their dreams and feel secure.”
In fact, Steve Schaffer’s family was on the verge of collapse after the tragic death of his wife at age 48. “I have three teenagers,” he said. “Jim came by and gave us a million dollars after my wife’s death. It was such an emotional time and everything was so difficult, he was such a help.”
For more information, visit www.jimleefinancial.com.
Do you an interesting local you'd like to see profiled? Email editor Marlena Medford at marlena.medford@patch.com.
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