Jack Curtis

Background

About Jack Curtis

As the Regional Sales Consultant for Prime Pensions, Inc. for the New England territory, I aim to establish new relationships and enhance existing relationships with financial advisors, CPAs, and tax attorneys. I have over 20 years of experience working with local business owners and financial professionals to create solutions for their retirement plan needs, including designing plans and preparing illustrations for prospective clients. My experience includes both defined contribution (401k, 403b, 457) and defined benefit plans (cash balance).At Prime Pensions, Inc, we understand that retirement planning is not a one-size-fits-all endeavor. Each client's aspirations and financial situations are unique, and our approach reflects that understanding. I pride myself on my ability to listen attentively to my clients' needs, concerns, and dreams, translating them into comprehensive retirement plans that pave the way for a secure and fulfilling future.I believe that by working closely with financial advisors, recordkeepers, and plan sponsors, together we can create retirement solutions that grow with you and your organization.