Jeffrey S. Overson, CLU®, ChFC®, RICP®, AIF®

Jeff's unique qualifications include:

Registered Representative and Investment Adviser Representative with Principal Securities, Inc.

Certified Life Underwriter - 1997 (The American College)

Chartered Financial Consultant - 1997 (The American College)

Recipient of the Lifetime of Achievement Award for his years of dedicated service from his broker-dealer, Principal Securities, Inc. - 2011

Inducted into Principal Financial Group Hall of Fame - 2013

Retirement Income Certified Professional - 2015 (The American College)

Accredited Investment Fiduciary - 2017 (fi360)

Senior Financial Representative for Principal National Life and Principal Life Insurance Companies

Over 35 years experience in the financial services industry

Wartburg College graduate with a B.A. degree in Business Administration, with double majors in Business Administration and Economics

Member of the Society of Financial Services Professionals

Member of the Quad City Chapter of the National Association of Insurance and Financial Advisors

Life & Qualifying Member of the Million Dollar Round Table

Member of the Andalusia Lions Club

Currently resides in Andalusia, Illinois, with his wife Kathy.  They have 4 children and 5 grandchildren

 

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity.