Case Design



CLU®, CFP®, INSURANCE PLANNER

Phil Jackson is a Financial Planner with a focus on insurance solutions. In his role, he analyzes estate, business and retirement planning strategies specializing in life and long-term care insurance. In addition to his FINRA Series 7 and 24 securities registrations, as well as Ohio Life, Health and Variable licenses, Mr. Jackson holds a bachelor’s […]

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MBA, CLU®, ChFC®, VICE PRESIDENT, INSURANCE PLANNING

Keith Miller is the Vice President of Insurance Planning where he provides advanced case design and sales expertise. His core areas of focus include customized wealth transfer solutions, product analysis and holistic life insurance design. Keith received his BA from Samford University and his MBA from the University of Alabama.

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Long Road Risk Management Services, LLC

130 Springside Drive
Suite 120
Akron, OH 44333
(330) 576-1221

Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Akron, Ohio 44333-2431* 1-800-765-5201. Long Road Risk Management Services, LLC is an affiliate of Valmark Securities, Inc.

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