Raymond James Insurance Group
When clients need insurance and annuity services, Raymond James Insurance Group delivers.
Raymond James Insurance Group, Inc., a wholly owned subsidiary of Raymond James Financial, provides carefully screened insurance and annuity products and services to financial advisors of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.
Contact Information
Raymond James Insurance Group
880 Carillon Parkway
St. Petersburg, FL 33716
Introducing Raymond James Insurance Group
When Bob James established Raymond James in 1962, he pioneered incorporating financial planning as an integral component of personal investing. He understood, too, that insurance plays a crucial role in a complete financial planning process, and should be part of every client's plan. As a consequence, Raymond James Insurance Group was founded in 1968, making it the firm's oldest subsidiary.
Today, Raymond James Insurance Group not only provides insurance and annuity products, it focuses on helping advisors deliver insurance solutions that address their clients' specific challenges.
Products and Services
Raymond James Insurance Group takes pride in offering access to a wide array of financially solid insurance companies, enabling your Raymond James financial advisor to help you select the annuity, life, long-term care and disability policies that meet your needs.
Due Diligence and Compliance
Our longstanding business relationships with many insurance carriers facilitate open communication about new products, opportunities, challenges and trends. Before agreeing to work with a carrier or offering a product to clients, we carefully examine financials, investment strategies, industry ratings, and operational, technical and support capabilities.
Then we go a step farther: We monitor carriers, as well as any potential legislative developments, on an ongoing basis - part of our continuing effort to identify potential issues before they emerge.
Client Services
Raymond James Insurance Group works with your advisor to help you select the most suitable strategies and products for your individual goals and financial needs. We provide:
- Consultative services,
- Product comparisons,
- Technical expertise and support,
- Advanced estate and business planning and
- Comprehensive education.
Management
Jordan Jackson, President, Raymond James Insurance Group, Inc.
Prior to his current role, Jordan served as the head of annuity distribution for Raymond James with responsibilities encompassing annuity education, strategy and distribution efforts at the firm. Jordan joined Raymond James in 2014 and held several strategic leadership positions including divisional manager and external sales manager prior to head of annuity distribution. Prior to his financial services career, Jordan practiced civil defense litigation representing businesses, banks and other large corporations in Chicago, Illinois. A graduate of Grand Valley State University, he obtained his JD from the Michigan State University College of Law.