James D. Lawless helps his clients plan for financial independence and identify solutions for economic stability through insurance solutions.
Jim seeks out appropriate solutions for each client and is committed to helping his clients invest in themselves. He is committed to search for disability insurance and unique Long-Term Care offerings to address both personal and business considerations that will allow his clients to have an independent quality of life.
Jim has long experience with college course lecturing in economics, finance, and accounting which has helped him be adept at finding stable and creative alternatives for his clients.
Married for 53 years, Jim and his wife, Doris, are active volunteers in their community. As an ex-Marine, he believes in giving back by volunteering as Treasurer of a non-profit that assists stroke and arthritis victims. Jim has provided discreet support and donations to no-kill animal shelters, and he believes he obtained tremendous experience over the five years he volunteered as a trash picker through the California Adopt-A-Highway program.
Products and/or Services Available
- Disability Insurance
- Long Term Care Insurance