Jennifer B. Barthol, CEP®
Founder - Estate, Retirement and Financial Planning Educators

Jennifer focuses on building customized financial blueprints for Families, Individuals and Business Owners. Jennifer's background in the insurance industry began in the mid-1980s in New York State as an Annuity Correspondent and Registered Representative. Later, she assisted NY residents as an Elder Law & Estate Planning Paralegal after obtaining a certification in Paralegal Studies in the mid-1990s.

Jennifer works with high-net-worth individuals to strengthen retirement income strategies—filling the gap often overlooked in traditional education. Leaders need to protect income and build lasting financial legacies. With a collaborative approach, I help professionals and business owners with:

• Strategic retirement planning, business exits, and key person protection. 
• Guiding them through lifetime retirement income, exit planning, and protection strategies.

She also collaborates with life-licensed agents who want more — whether that’s flexible income or one day leading an agency of their own. The choice is always theirs. Her Mantra: "When People Are Educated About Anything, They Make Better Decisions."