When it comes to insurance advice and financial planning, you want someone who is up-to-speed on all of the latest industry developments. There are two main reasons for this: The first is that you’ve worked long and hard to accumulate wealth and it would be supremely unfair if your worth was squandered by someone unsure of what they were doing with it. The second reason why you should seek out an investment, insurance and wealth management professional is because they are truly hard to come by. Finding such a professions is thus time well spent on your behalf. This is exactly what Jonathan Moulton of Edison Risk has to offer. That’s because Mr. Moulton has spent his entire professional career learning about, expanding upon and carrying out crucial tasks for his clients. We encourage you to learn more about him, his insurance company, education, skills and ways that his extensive background can help improve your future.
Before Edison Risk, Jonathan Moulton earned his Bachelor of Arts degree from the University of Colorado Boulder. What’s more, many of the programs at this public school have frequently been ranked by U.S. News and World Report as some of the best in the nation. After college, Mr. Moulton would go on to earn his Life and Annuity Certified Professionals (LACP) from the National Association of Personal Financial Advisors (NAIFA). This certification is a landmark achievement for those who’ve earned this “mark of distinction for their product knowledge, consultative sales process and compliance to ethical, legal, and regulatory requirements,” according to the NAIFA.
As president and CEO of Edison Risk, a title he’s held for five years and counting, Jonathan Moulton ensured that his trusted and concept-driven operation would be home to some of the best staff in the region. This one-stop office has producers who can sell everything from term to pensions, case managers on hand to help advisors, sales people to conduct training and an in-house impaired risk underwriter with more than two decades of experience in the industry. In exchange, those who trust Edison Risk and Jonathan Moulton with their retirement planning, insurance advice, financial services and more will clearly have a well-rounded team on their side. According to Mr. Moulton, some of the most frequently asked questions include staff members on hand, underwriter capabilities and how long Edison Risk has been in business. With the previous two questions already answered, Jonathan Moulton is happy to report that Edison Risk has been thriving since he took the helm as president in 2012.