- 941.366.2827
Sarasota, FL 34238
Jason Klingel
Insurance and Annuity Specialist
Life insurance and annuity policy design, implementation and service
Jason S. Klingel has been involved in the life and health insurance industries in Sarasota, FL since 1995. With extensive experience in all aspects of life and health insurances, Jason’s primary focus is on estate/asset protection strategies and retirement income planning for individuals. He is passionate about helping clients towards achieving their long-term goals, while preserving and protecting the assets they’ve accumulated.
- Insurance Specialist – Life, Disability, Long term care, Annuities
- 2-15 Life, Health and Annuity
- FINRA Series 7
- Bachelor of Science Degree in Finance with a minor in Economics from the University of Florida
Jason enjoys traveling, spending time outdoors, and watching his beloved Gators with family and friends.
CRN-3631834-061421
Disclosures
Securities: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Missouri, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Wisconsin
Atlas Financial is not an affiliate of Lincoln Financial Advisors.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
