415 N. McKinley St., Suite 305 | Little Rock | 72205 | (501) 227-0194 | JTSFS.com
With a degree in history from the University of Arkansas, Jan Williams has eight years experience in the insurance business. Jan was born and raised in Arkadelphia and is married to Susie Carlisle Williams. He has three stepchildren and a 4-year-old daughter. Driven by his clients, Jan wants readers to know to beware of brokers and payroll vendors using the ACA as a scare tactic.
Which lines of insurance do you specialize in? Health, Dental, Vision, Disability, Life and Ancillary Benefits
What does a typical day look like for you? The first item of the day is to update my checklist for what I will accomplish during the day. I check and respond to any client emails. We have a staff meeting Monday mornings and try to do a quick stand-up meeting during the week. I allocate 30 minutes to stay current on the latest ACA changes impacting our clients. I try to take a two-hour lunch, 11 a.m.-1 p.m.; this is a standing joke with my co-workers, but most lunches provide a personal, quality time with clients. I spend most of the afternoon dealing with issues and setting up appointments with prospective clients.
What makes your customer service outstanding? Real easy — we treat people the way we want to be treated.
How can insurance cover inheritance tax for my children? Most often when doing financial planning for estate taxes, Guaranteed Universal Life insurance is placed in an Irrevocable Life Insurance Trust (ILIT), the life insurance proceeds, if correctly placed in an ILIT, are both protected from creditors and paid out estate tax free.
Neighborhood? Mellon Street
Last book read? “The Gun” by CJ Chivers
Favorite food? Pizza
Favorite lunch spot? Taziki’s
Two things you like to do outside the office? Golfing and fishing
Favorite genre of music? Texas country and rock
How would you spend a day off if you had it? On Lake Hamilton with my family