Wornel and Kellen serve their clients by Being Brilliant On The Basics: The simplicity of proven financial methods and strategies.
“The price one pays for pursuing any profession, or calling, is an intimate knowledge of its ugly side”- James Baldwin
Wornel and Kellen explained, “We view permanent life insurance as a strategy to take market dissatisfaction and make it work for you. Financial markets perform erratically. We have spent over forty years managing risk and preserving capital. The appropriate life insurance policies can help preserve the assets you spend years accumulating. Permanent life insurance policies have been designed with structural truths, rules, mathematical certainties, and conservative economic assumptions. Why not utilize these large companies’ financial acumen and resources to help you reduce speculation and risk to a science? – THE RIGHT WAY.”
People should not take good fortune for granted. It is easy to feel secure and over-confident when at the top of their game and have a substantial guaranteed income, and prospects for continued future cash flow appear promising. This is when being “brilliant on the basics” is most important.
Simpson continued, “Beyond our levels of expertise, we provide access to a network of quality professionals and services; consolidation and simplification of financial matters; personal service that extends beyond finances; sophisticated, yet understandable investment strategies and strength of focus on long-term goals.”
Wornel and Kellen Simpson will provide open forums throughout year-end 2022 on utilizing life insurance products as protection vehicles and investment tools- THE RIGHT WAY.
About Wornel and Kellen Simpson
Wornel Simpson and Kellen Simpson are among the nation’s leading investment and insurance industry professionals with over four decades of experience. They exhibit a unique approach to ascertaining 21st-century economic and generational trends and opportunities.
Wornel Simpson and Associates (wornelsimpson.com) was established in 1983 as a financial management firm. In 2018, J. Clyde Management (jclydemgmt.com) was created to help develop the innovative ideas of entities seeking next-level business advice and direction.
Focusing on family and lifestyle advisory, Kellen and Wornel are committed to delivering responsible results through responsible actions.
Wornel Simpson (B.A. – Political Science, University of California-Davis) is a Registered Representative of FSC Securities Corporation and holds FINRA Series 7, 63, and 65 registrations. He is registered in the states of CA, AZ, CO, FL, GA, IL, IN, KS, MD, NY, NC, VA and WA. He is life licensed in CA, NV, FL and WA. Kellen Simpson (B.A. – Communication Studies, Long Beach State University) is a licensed Life, Health and Accident Agent in CA and NC.
Learn more: wornelsimpson.com