CFP®, CEPS, LACP, LUTCF, Host of Real Wealth® and Power Session LIVE
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Jim Silbernagel is an independent agent registered with Concorde Investment Services, LLC. He entered the insurance industry in 1982 followed by the financial services industry in 1986. Jim holds securities licenses; Series 6, 7, 63 and 66. He is insurance licensed for life, health and property/casualty since 1985. Jim has earned both his CFP® and LUTCF designations.
Jim is the creator and host of Real Wealth®, an online radio program for insurance and financial professionals to educate their clients and keep in touch with them between meetings. Jim also leads Power SessionLIVE, a monthly best practice and sales ideas session with top industry leaders.
Jim offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC; advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor; and insurance through Real Wealth Insurance Services, LLC (RWI). The Silbernagel Group, Inc. and RWI are independent of CIS and CAM.Check the background of this investment professional on FINRA BrokerCheck
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The Gift That Gives Back
Our host Jim Silbernagel has been speaking around the country and training advisors on charitable planning strategies for the middle class that could get you…