James Dunn has been a licensed insurance agent and estate planner in the state of Texas for over 20 years. He currently conducts more than 100 educational workshops each year teaching families on how to protect and preserve their property and financial assets in the safest way possible.
James has also been involved in the health insurance industry not only as an independent agent but also as a Regional Manager for a national Medicare company and as a Vice President of a third party administrator overseeing hundreds of large employer groups. He has trained and managed hundreds of other independent agents on how to properly assist their clients in managing their portfolios.
James is contracted with numerous major financial institutions in order to help clients position their assets in a low risk environment. The planning principles that he teaches have helped families preserve their estates for today and for the future of their heirs.