J.S. Holland's mission is to provide the best retirement income planning possible for seniors in or near retirement.
Services provided by J.S. Holland include wealth accumulation, annuities, life insurance, disability insurance, long-term care, IRA and 401(k) rollovers and estate planning.
Tre’ began his work in financial services in high school through a co-op program, which allowed students to work part of the school day as a course of study. He obtained his life insurance license at the age of 19 and worked with clients part time while in college. In 2007 he graduated from the University of Alabama with a Bachelor of Science in Commerce and Business Administration majoring in Finance concentrating in Banking and Financial Services.
Tre’ began his full time work in February 2008. He is an Investment Advisor Representative and holds a Series 66 license. He also holds life and health insurance licenses in Alabama, Mississippi, and Tennessee. Tre’ has qualified for the Million Dollar Round Table, a prestigious insurance trade organization, many times and is a member of the National Ethics Association.
He is dedicated to providing the best possible strategies through the use of insurance and investment products, including annuities, for the financial issues clients face. Tre’ lives in Sheffield, AL with his two children. In his spare time, he enjoys spending time with family and friends, hunting, being on the lake, and college football.
The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at (256) 383-7622 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.