James Defreece

James Defreece

Financial Services Representative

Domicile State: TN
Phone: 865.766.4507
Fax: 865.671.2372
E-mail:
 

Address:

Strategic Financial Partners

9729 Cogdill Road, Suite 111

Knoxville, Tennessee 37932

 

 

BUSINESS PHILOSOPHY 

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifelong resource for each and every client.

 

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

 

QUALIFICATIONS

  • Licensed to sell Life and Health Insurance in Tennessee
  • Registered to offer securities products in Tennessee

 

PERSONAL

30+ years resident of Knoxville

Family: Lisa, Kaylen & Kendall

Hobbies: Golf, Racquetball, Music, Travel

 

ORGANIZATIONS

Member of NAIFA