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Jason Siebert

Licensed Annuity Investigator

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More About Me

My name is Jason Siebert. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I’ve been helping my clients reach their personal and financial goals for over 2 decades. I hold a bachelor’s in Business Administration from Kings College, and I am a former college baseball player. I’m also a member of the National Association of Insurance and Financial Advisors (NAIFA) and the American Association of Long-Term Care Insurance. In addition, I am also a certified National Social Security Advisor.

I’ve spent my career helping my clients by focusing on wealth protection and retirement planning. I believe that educating my clients around their options before implementing them is essential. When I started my career with a large insurance company, I became frustrated with the constraints of promoting just one company’s product line, and knew I couldn’t serve my clients to the best of my ability. Not long after that I became independent, and I now can represent many companies and find the best product for my clients. Because I specialize in retirement planning and am conservative with my money by nature, I focus on annuities, which fits my personality perfectly. They both protect your principal, and can guarantee income throughout your retirement.

In my downtime, I enjoy cooking, traveling, coaching baseball, and many DIY projects around the house. I live in Philadelphia with my wife, Jessica, who is a registered nurse and is delivering babies daily, and my daughter. We’re very close with our family and friends and love connecting with them as much as possible.

I reside in Pennsylvania, and even though my office is physically located in Philadelphia, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,

Jason Siebert