James McIntire, CLTC

Current

Co-Founder at 515 Referral Group
Registered Representative at John Hancock Financial Network

Past

Agent at Bankers Life and Casualty

Connections

87 connections

Industry

Financial Services

James McIntire, CLTC’s Summary

My true passion is building lasting relationships with new and existing clients to the extent that my sincerity is recognized in every phone call and meeting. I work primarily with individuals and small- and mid-size businesses in establishing and managing a plan for financial freedom for the now and for the future. My clients make the decisions and go on with their daily lives; I do the work, and, in times like these, the worrying.

James McIntire, CLTC’s Specialties:

Relationships, Client Service, Complete Financial Analysis, Pension Income Alternatives, Retirement Income Projections

James McIntire, CLTC’s Experience

Co-Founder

515 Referral Group

(Marketing and Advertising industry)

October 2008 — Present (1 year 2 months)

The 515 Referral Group consists of motivated sales and business professionals with the highest level of integrity. Our individuals are driven to building their business through strategic relationships with other professionals. Feel free to contact us if you are interested in learning more about our group.
Registered Representative

John Hancock Financial Network

(Public Company; 10,001 or more employees; MFC; Financial Services industry)

October 2007 — Present (2 years 2 months)

While John Hancock is one of the top financially-rated and most respected insurance and financial service providers in North America, I also do a substantial amount of non-propriety business through my brokerage channel to provide the best possible solutions for my clients.
Agent

Bankers Life and Casualty

(Public Company; 1001-5000 employees; CNO; Insurance industry)

February 2005 — October 2007 (2 years 9 months)

Bankers was a great place to learn the life and health insurance business and develop a skill base for the knowledge and expertise I now possess.