J. Jason Astwood, LUTCF's Profile and Contact Information
J. Jason Astwood, LUTCF, FSCP has over 16 year of experience in insurance, risk management, financial services and tax planning; he is the Founder and CEO of Astwood Insurance, LLC, the Astwood Consulting Group and Union National Tax, LLC. Jason attended Brigham Young University, The American College for Financial Services and The American Institute of Insurance. Jason is also a Leadership In Life Institute graduate (LILI - NAIFA). He is the Past President of the National Association of Insurance and Financial Advisors (NAIFA - Utah Central). Jason also took a two-year leave of absence to serve as a volunteer Mormon Missionary for The Church of Jesus Christ of Latter-day Saints in the San Francisco Bay Area in the late 1990s.
Jason is the creator of The Financial Summit Solution™ and The Critical Choice Program™, these two strategic programs were designed to assist individuals, families and business owners find solutions to some of their most pressing problems. Jason has also written a special report titled The Retirement Crisis On Main Street™, this unique report addresses some of the biggest dangers middle class Americans are facing when it comes to their retirement security. For more information about these programs or the unique report contact us. In addition he uses a state of the art proprietary system call LBS™ that allow his clients to gain complete control of their financial lives.
Prior to founding Astwood Insurance and The Astwood Consulting Group Jason represented The New York Life Insurance Company as a Financial Advisor for 3 years and later became a top producer for American Family Insurance for 7 years where he was honored with many industry awards and was able to built new agency in a new expansion state to 4000 Customers, 2.3 Million In Total Agency Sales, in 3.5 Years. Working for these companies give Jason a solid foundation in the insurance and financial services industry, but he realized that he needed to become independent to give his clients non bias advice and solutions.
As a strategic advisor Jason uses a holistic approach to retirement planning, wealth accumulation, asset protection and wealth distribution.
Jason is happily married and has 3 amazing kids, he is actively involved in his community where he had served in many leadership positions in his local church, the Boy Scouts of America and has coached many youth sport teams.
His Notable Accomplishments Include:
All Lines Leader Award Recipient, Two Time Award Recipient - Top 5% Nationally
All–American Award Recipient, Three Time Award Recipient - Top 10% Nationally
AFLIC Award Recipient, Four Time Award Recipient
Life Diamond Club Award Recipient, Two Time Award Recipient -Top 2% Nationally
Life Quality Business Award, Three Time Award Recipient
Utah / Idaho State Agent of The Month, Two Time Award Recipient
Utah / Idaho Life Agent of The Month, Two Time Award Recipient
Thousand App Club, Two Time Award Recipient
District 636 Top Agent, Five Time Award Recipient
Company Top Ten Agent, One Time Award Recipient
JD Power Distinguished Insurance Agency Qualifier
Progressive Insurance Peak Performer Award Top 1%