James Todd, CLU

Specialities: Group and Individual Life, Health and Disability Income Insurance, Employee Benefit Plans, including Implementation of Section 125 (Cafeteria Plans) and the products associated with them, Estate Planning, Professional and Small Business Market and Educator Market.

Licenses: Group I — Life, Accident, Health and HMO

James has been working in the insurance industry for more than 25 years and he holds his Chartered Life Underwriter (CLU) designation.

A resident of Lufkin since childhood, James earned his bachelor’s degree from the University of Texas and a master’s degree from Stephen F. Austin State University.

The Advanced Financial Group

1101 S. Chestnut ▪ Lufkin Texas 75901

BUS: 936.634.3378 ▪ 888.835.3673 ▪ FAX: 936.639.4776

Securities offered through

Woodlands Securities Corporation - Member FINRA and SIPC