Jaime Valentini, a seasoned benefits analyst and focused financial representative has been
assisting employers, families, and individuals with risk management and financial protection for
over 22 years. She offers clients both investment and insurance options that help them achieve
sound financial plans and benefits packages. Using consistent planning and logical philosophy,
Jaime builds relationships with her clients, and the clients’ outside trusted legal and tax professionals to help
achieve the client’s goals.
Jaime has many financial options to offer her clients. Below is a list of some of the products
and strategies used to help clients achieve sound financial plans and benefits packages.
IRAs/401k Rollovers
Group Benefits (Health, Life, Dental, Vision, Disability, & Voluntary)
Pension Payout Alternatives, Pension Transfer/Rollovers
Fixed and Variable Annuities, Tax Sheltered Annuities
Mutual Funds, Stocks, ETFs
Individual Health Insurance (Subsidy assistance available)
Medicare Supplement /Medicare Advantage/Medicare Prescription
Life Insurance (Term, Universal, Variable, & Whole Life)
401k and 403(b) for employers
Business Succession Strategies, Buy/Sell and Key-Man Strategies
LICENSES AND CREDENTIALS:
Securities Registration Series 7, Series 63
Life, Health/Disability, Variable Insurance Licensed
Property & Casualty & Surety Insurance Licensed
EDUCATION:
Associate of Applied Science in Computer Science, Montana Tech
Bachelor of Applied Science in Computer Science, Montana Tech
Securities offered through First Heartland Capital, Inc. Member FINRA/SIPC
Benefits Solutions is not affiliated with First Heartland Capital, Inc.
Approved to conduct business in the following states: Montana, Nevada, Colorado, Idaho
Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchase you should carefully read
the prospectus and prospectuses for the underlying investment portfolios of variable products. In addition to carefully reviewing the
prospectus, you are advised to consider the investment objectives, risks and charges, and expenses of the investment before
investing. A prospectus may be obtained from our office or directly from the mutual fund company, insurance company or offering
entity.