Jason Rivera

Jason plays a key role in supporting Advisors and clients by delivering comprehensive insurance service support. With a strong foundation in annuity products and experience in insurance and retirement solutions, Jason provides clients with strategic support tailored to their unique needs. In addition to managing day-to-day insurance service operations, Jason works closely with insurance carrier back offices to ensure timely and accurate processing. His responsibilities also include analyzing insurance portfolios and delivering customized, strategic insurance recommendations. Jason’s commitment to operational excellence and client satisfaction drives successful outcomes across every stage of the advisory process.