Patrick Jeffers

Patrick Jeffers General Information

Description

Mr. Patrick Jeffers serves as President & Chief Executive Officer at Senior Advisory Group. Mr. Patrick Jeffers is an Angel Investor. He is a top insurance executive, author, and consultant. He is the President and CEO of Senior Advisory (SAG), as well Strategic Director at Seeman Holtz (parent company of SAG). Patrick has trained more than 6,000 advisors on Annuity & Life Products along with his unique protocols, systems, and intellectual property. Prior to joining the Seeman Holtz Family of Companies, Patrick Jeffers served as President of AmeriLife Annuity Group based in Clearwater, FL, was Founding National Sales Director at Annexus in Scottsdale, AZ, served as Chief Marketing Director of both the National Network of Estate Planning Attorneys and the Esperti Peterson Institute for High Net-Worth Planning in Denver, CO. Patrick completed the prestigious three-year, postdoctoral, Masters Program in Wealth Strategies Planning® from the Esperti Peterson Institute in coordination with the Estate and Wealth Strategies Institute at Michigan State University. As a co-author, Patrick has written The Objective Guide to Fixed and Indexed Annuities, published by Quantum Press and available at Amazon.com; and Giving: Philanthropy for Everyone, also published by Quantum Press. Patrick's Co-Authors, Robert Esperti and Renno Peterson have written over 30 bestselling books on estate, tax, business, and life insurance planning.