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Episode 38  |  33:06 min

Ep 038: Jerry Quinn - How Advisors Can Reach and Serve Military Veterans

Episode 38  |  33:06 min  |  03.04.2021

Ep 038: Jerry Quinn - How Advisors Can Reach and Serve Military Veterans

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This is a podcast episode titled, Ep 038: Jerry Quinn - How Advisors Can Reach and Serve Military Veterans. The summary for this episode is:

Today’s conversation is with LTC Jerry Quinn (USAR) who serves as Chief Operating Officer and Secretary at AAFMAA. Jerry oversees all operations of member benefits and survivor assistance services, business development and policy services at AAFMAA. Jerry has more than 25 years of experience in the financial services industry where he specialized in strategic programs and business development, and has over 34 years in the US Army, including continued service in the US Army Reserve. He has served in various command and staff assignments, including deployments in support of OIF, Desert Storm and Panama, and homeland defense missions in the United States.


In this episode, Jeff and Jerry discuss how to reach and service military families. Jerry will elaborate on compensation structures throughout the military, healthcare benefits, pensions for veterans and why it's important for us as financial advisors to understand the factors that affect veterans who've served our country and what financial planning implications might exist as a result. You can also share tips for working with veterans and military spouses at all ages. From those who's recently transitioned out of the military and are seeking employment, to older veterans who might be looking to do a better job of managing their retirement payments.


American Armed Forces Mutual Aid Association (AAFMAA) is not affiliated with, nor endorsed by, LPL Financial.


Disclosures:

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. Guarantees are based on the claims paying ability of the issuing company.


Defined benefit plans may be appropriate for businesses with consistent revenues for long-term funding where owners are older and earn more than the average employee. These types of plans have additional costs and generally involve engagement of an actuarial firm for plan administration.

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Jerry Quinn
Chief Operating Officer and Secretary at AAFMAA
LTC Jerry Quinn (USAR) serves as Chief Operating Officer and Secretary at AAFMAA, overseeing all operations of member benefits and survivor assistance services, business development and policy services. Jerry has more than 25 years of experience in the financial services industry where he specialized in strategic programs and business development, and has over 34 years in the US Army, including continued service in the US Army Reserve. He has served in various command and staff assignments, including deployments in support of OIF, Desert Storm and Panama, and homeland defense missions in the United States.
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