Skills

  • Customer service
  • Education
  • Finance

Experience

Jacmin Bernardino

Work experience
  • Financial Professional  at   AEGON
  • Educate individuals and families on core financial strategies including retirement planning, life insurance solutions, college savings, and credit card debt reduction. Help clients build customized financial plans that address long-term care needs, living benefits, and estate planning through wills and trusts. Provide specialized guidance on advanced strategies like 162 Executive Bonus Plans and rollover options to protect and grow retirement assets. Passionate about financial literacy, I equip clients with the education and tools they need to make informed decisions and build a secure financial future.