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Jared Bennett is an integral part of the team given his ability to leverage his experience in operations, administration and customer service. He delivers exceptional customer service to EWA’s clients.
He is responsible for guiding clients through the underwriting process. Whether it begins with collecting a client’s medical records or walking them through the application process, Jared’s goal is to minimize delays and provide a positive client experience. Furthermore, he handles client services and assists with inforce policy management which includes premium changes, term conversions, and policy changes. He supports the principals with licensing and contracting which keeps them on point with state renewals and continuing education. Jared seamlessly navigates through complex circumstances while optimizing the workflow.
Jared is passionate about exploring the outdoors through hiking, fishing, and finding peace and inspiration in nature. A dedicated pet lover, he also enjoys spending time with his animals and advocating animal welfare. Additionally, Jared is an avid fan of sports. Whether he is playing or supporting local teams, he believes in the importance of teamwork and discipline both on and off the field.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
