James started his career in life insurance product development before moving into a role working with advisors and their high net worth clients. He has extensive knowledge of the various life insurance products and their features, and of how best to structure them to meet the needs of a client.
Over a 35+ year career he has also developed an in-depth knowledge of the advanced estate planning opportunities that can be implemented to support a client’s goals. As a member of the Conference for Advanced Life Underwriting, he stays abreast of the changes that affect estate planning. James has a strong reputation for leading with integrity and respect, and considers his collaborative style one of his strengths.
In James’s own words
James Deakin: Advanced Case Consulting
