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Jesse Wood

Jesse Wood is a financial strategist and business mentor dedicated to helping families and entrepreneurs build lasting financial security and purpose-driven wealth. He specializes in personalized strategies for wealth-building, protection, and long-term planning, with a proven track record of success—including leading Team Dominate to being the #1 associate broker team in his agency. Jesse’s mission is to empower clients to turn their vision into a solid financial foundation that creates freedom and legacy.

Initial Finance Overview

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Personal Finance Review

Let's go over your Financial Needs Analysis together. The length of the meeting will vary depending on your specific needs and any questions that you may have.

Agent Interview w/ The Miliare Group

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Client Financial Checkup

Questions, fears, life changes? Let's do a financial checkup!

Agent Startup Meeting

Let's go over your Agent Packet and get business started.

IUL Q/A Call

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