Business Details
Your Trusted Life Insurance & Financial Planning Partner in Forest, MS
With over four decades of experience in the insurance industry, Jackie Calhoun, CLU, CLU has established a reputation for delivering tailored financial solutions to families and business owners across Mississippi. As the first insurance major to graduate from Mississippi State University and a Chartered Life Underwriter, Jackie combines deep expertise with a personalized approach to address clients' needs in life insurance, annuities, retirement planning, and estate tax strategies.Our commitment to building long-term relationships is reflected in our dedication to providing competitive pricing, exceptional service, and collaborative partnerships with CPAs, tax attorneys, and other professionals. We serve clients in Jackson, Laurel, Meridian, and throughout the state, prioritizing transparency, ethical practices, and client education to ensure informed decision-making.
Services
Life Insurance
Retirement Options
Indexed Annuities
Estate Tax Planning
Child Asset Builder
Long Term Care Insurance
Disability Insurance
Employee Benefit Plans
Medical Insurance
Tax Free Income
Highlights and features
- We offer over 40 years of experience in life insurance and financial planning.
- Our team collaborates with CPAs, tax attorneys, and professionals for holistic solutions.
- We specialize in estate tax planning and liquidity strategies for large estates.
- Our personalized approach ensures tailored solutions for families and business owners.
- We serve clients across Mississippi with a focus on local market needs.
Services
Life Insurance
We offer term and permanent life insurance policies tailored to protect families and businesses. Our solutions include coverage for estate tax liquidity, income replacement, and legacy planning. With partnerships across top insurers, we help clients secure affordable, long-term protection.
Estate Tax Planning
Our estate tax strategies focus on minimizing liabilities through life insurance and trust structures. We collaborate with attorneys and CPAs to ensure seamless asset transfer while preserving wealth for heirs.
Indexed Annuities
Tax-deferred indexed annuities provide growth potential linked to market indices without downside risk. Ideal for retirement savings, these products offer guaranteed income streams and flexible withdrawal options.
Retirement Options
We design retirement strategies using annuities and insurance products to generate tax-free income. Our solutions prioritize liquidity, market protection, and sustainable income for clients nearing or in retirement.
Child Asset Builder
This service focuses on creating permanent life insurance policies for children, combining protection with cash value growth. Policies include riders for future insurability and disability waivers to ensure long-term financial security.
People
Jackie Calhoun
Owner/Agent
A Chartered Life Underwriter with over 40 years of experience, Jackie Calhoun, CLU, CLU specializes in life insurance and financial planning. Graduating as the first insurance major from Mississippi State University, she prioritizes client education and tailored solutions.
Questions
What types of life insurance do you offer?
We provide term, universal, and permanent life insurance policies tailored to estate planning, income replacement, and long-term care needs.
How can annuities benefit my retirement plan?
Annuities offer tax-deferred growth, market loss protection, and guaranteed income streams, making them ideal for supplementing retirement savings.
Do you help with estate tax liquidity?
Yes, we design life insurance and trust strategies to cover estate taxes, ensuring heirs receive assets without forced sales.
Can I customize my insurance policy?
Absolutely. We tailor policies with riders like guaranteed insurability, disability waivers, and tax-free income options to meet your unique needs.
What areas do you serve?
We primarily serve Jackson, Laurel, Meridian, and surrounding areas of Mississippi, with nationwide policy options available.
