The Integrity Life Brokerage

Jim believes in the power of unique, often under-utilized solutions that give people a greater understanding of their financial position. The founder of The Integrity Life Brokerage thrives on delivering intricate case designs and eye-opening strategies that go beyond conventional advisory discussions. His passion is to help people gain confidence by shifting their focus to real-world outcomes rather than on-paper earnings, and he strongly advocates for tax diversification as much as for investment diversification. Jim previously worked as a financial advisor with MetLife and as director of life brokerage at Professional Group Plans. He has been running a wholesale brokerage business since 2012 and since 2019 has operated The Integrity Life Brokerage, a brokerage general agency with a downline of around 50 brokers. Jim holds insurance licenses in life, annuity and health, and he has been an IRMAA Certified Planner since 2023.