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ROBERT MARSHALL JONES

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Independent Life and Health Insurance Agent in West Palm Beach

Phylax Legacy Advisors (Jones Lowry) West Palm Beach, FL, Florida

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About

About

ROBERT MARSHALL JONES is an independent insurance agent associated with Phylax Legacy Advisors (Jones Lowry) in West Palm Beach, FL. The source facts list an active Florida license and lines of authority that include Life, Variable Annuity, and Health.

His profile is centered on term life insurance and related planning topics, including estate planning, wealth transfer, life insurance taxation, and high net worth planning.

Licenses

Licenses

NPN
511041
Licensed states
FL
Resident state
FL
License numbers
A134719
License status
Active
Lines of authority
LifeVariable AnnuityHealth
License expiration
12/22/1986 12:00:00 AM

Products

Products

Insurance products
LifeHealth
Agent type
Independent agent
Independent agency
Yes
Works with multiple carriers
Yes

Specialties

Specialties

estate planningwealth transferlife insurance taxationhigh net worth planning

Client fit

Client fit

Client types
high net worth familiesbusiness ownersprivate investorscorporate executivesadvisors

Services

Services

Services and fees
ServiceFormatFeeContact
Term life insuranceStandard

Service areas

Service areas

West Palm Beach, FL

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