Jeff Ditsworth, CEPA, ChFC, CLU — Founder
Jeff has spent more than 25 years in financial services, including senior vice president–level leadership at major firms — much of it educating and partnering with financial professionals on complex financial-risk strategies for their clients.
He's frequently brought in to evaluate financial designs and life-insurance contracts: does this accomplish the client's objective, where are the weaknesses, what should change.
That work, more than selling to individual clients, built both his expertise and a network of specialized resources — brought in only when a situation calls for it, for analysis, design, underwriting insight or implementation.
CEPA — Certified Exit Planning Advisor
ChFC — Chartered Financial Consultant
CLU — Chartered Life Underwriter
Approved to provide continuing education to attorneys through the Iowa Bar and to CFP® professionals through the CFP Board.
We help business owners, families and their advisors understand and manage the risks that can disrupt what they've built — starting with the risk, not a predetermined product.
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