Jean Dorrell, CEP®

Senior Financial Security, Inc.
8564 East CR 466, Suite 202
The Villages, FL 32162
(352) 307-8652
Toll Free: (866) 829-3337
(352) 205-7388
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CEP® Date Awarded
May 1, 2009

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Jean Ann Dorrell, CEP®
Founder - Senior Financial Security, Inc.

Published Author
Member, MDRT
Member, National Ethics Bureau

Jean`s experience began by achieving a Bachelor of Science degree in Business Administration from the University of South Florida in 1989. She continued her education by pursuing a Master's degree in International Business from Tampa College. Following her educational endeavors, she began a career in the insurance and annuity industry in 1991.

She has achieved numerous designations and awards. Since 2005, Jean has been awarded continuous membership to the Million Dollar Round Table elite group "Top of the Table." MDRT is an international, independent association for leading life insurance and financial services professionals.

Jean earned the prestigious Certified Estate Planner certification in May 2009 under the direction of the National Institute of Certified Estate Planners.

Jean also has the distinct privilege of being mentored by Ed Slott, CPA, and is a former member of Ed Slott's Master Elite IRA Advisor Group.

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

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