Pro Client Guide
Jason Kenyon, Esq.
Jason Kenyon, a key figure in the success of Insurance and Estate Strategies LLC and InsuranceandEstates.com, serves as the CFO and Co-Owner. His unique expertise, honed over 15 years, is in wealth protection, estate planning, and the development of innovative life insurance education platforms.
Jasonโs journey to success began in 2009 when he earned his Juris Doctorate and was admitted to the California Bar. This legal foundation paved the way for his expertise in advanced estate planning, wealth protection, and wealth transfer strategies, which he now applies in his role at Insurance and Estate Strategies LLC and InsuranceandEstates.com.
During his tenure as an estate planning attorney, Jason also co-founded an educational web platform that connected consumers with key life insurance education, resources, and advice. Following the successful sale of that company, Jason joined Insurance and Estate Strategies LLC full-time as a co-founder to further his calling to make top-tier strategic life insurance education and resources accessible to consumers via the web.
Jasonโs analytical approach and insight make him an invaluable asset to I&E from both a planning and innovation perspective. He continues to leverage these abilities to achieve huge gains for clients as a mentor and coach in wealth protection and wealth transfer planning.
Jason has held a life insurance license since 2010 and also has a Master's Degree in Business Leadership.
This was an amazing experience…
This was an amazing experience, when I first contacted Insurance and Estates, I barely knew anything about life insurance. Jason was very patient, informative and, clear in how he quickly educated me to make intelligent decisions on my financial future. I would definitely recommend Insurance and Estates to anyone.
Jason helped me with a whole lifeโฆ
Jason helped me with a whole life policy, protecting my daughter as well as go through the process without disrupting my over the road work as a trucker. Some times as a trucker itโs hard to get on site medical while going state to state, as a non smoker I qualified, Jason is awesome
Excellent help, gave detailed explanation
Jason was very patient with all my questions (despite asking the same questions over and over!) and gave detailed explanation of everything he was sharing with me. He explained the whole process to me and simplified it for me to understand what I signing up for. He was also very responsive via email and texts. Thank you.
Excellent help, gave detailed explanation
Jason was very patient with all my questions (despite asking the same questions over and over!) and gave detailed explanation of everything he was sharing with me. He explained the whole process to me and simplified it for me to understand what I was signing up for. He was also very responsive via email and texts. Thank you.
– Mrinalini
Great advice, great service, great experience
Jason was extremely helpful walking me through my options. He was quick to respond, very detailed and overall amazing to work with. Iโm very pleased with the experience and happy to have my policy set up.
– David
Jason's Top Webinars
Indexed Universal Life for Infinite Banking: Why Policy Design is the ๐to Maximize Cash Value!
Indexed Universal Life – Why the Company and Policy You Choose Matters (Hidden Charges and Fees)
