James Orr, CAS®, LUTCF®

James D. Orr is a Certified Annuity Specialist™, licensed Insurance Agent, Registered Representative and and Life Underwriter Training Council Fellow ®. An accomplished public speaker, James frequently conducts presentations on retirement income and has delivered hundreds of public seminars on the subject of retirement planning. 

For over 20 years, James has traveled the Country extensively, consulting with thousands of financial advisors and their clients in an effort to help them plan for their retirement goals.  After spending 25 Years in the Corporate World and having been fortunate enough to serve in the roles of Marketing Consultant, Regional Sales Manager, Wealth Management Advisor, Regional Vice President and National Annuity Director, James decided to launch his own agency dedicated to his passion for helping individuals, families and small businesses implement financial risk management solutions.