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 40 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 6 grandchildren