Patrick Jeffers Overview

  • Investor Type
  • Angel

  • Investments
  • 1

  • Portfolio
  • 1

Patrick Jeffers General Information


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; 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.

Contact Information

Primary Investor Type
Angel (individual)
Primary Office
  • 13825 North Northsight Boulevard
  • Suite 101
  • Scottsdale, AZ 85260
  • United States
+1 (800) 000-0000

Patrick Jeffers Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
0000000 27-Oct-2014 0000 00000 00.00 Media and Information Services (B2B) Generating Revenue 0000000 0000000
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Patrick Jeffers Investments by Industry, Year, and Region

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Patrick Jeffers Team (1)

Name Title Deals Funds Boards Office
Patrick Jeffers Angel Investor 0 Scottsdale, AZ
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