Jim Otto

Jim Otto
Jim Otto
Senior Case Design Analyst

Jim has been in the insurance and financial services industry for 18 years, having worked in a wide variety of roles including product development, marketing, retention, advisory services, wholesaling and case design. Well-connected in the industry, he uses his experience to bring a straight-forward, consultative approach to case design to help ensure that advisors propose the best fit for their clients. He’s knowledgeable in numerous different strategies that advisors can use to help their clients reach their goals.

Calm, friendly and likeable, Jim has a genuine desire to help advisors grow their business and enable  them to help protect their clients and everything they’ve worked so hard for.

Jim enjoys his local sports teams, as well as attending his kids’ games and events. He also enjoys golfing, fishing, boating, riding their ATVs and spending time at their cabin.

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