Jennie D Derby

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Professional

Mission
Jennie's mission is to help her clients attain financial security for their families and businesses by innovative solutions for a lifetime of financial security. Jennie works to create long-term relationships based on quality service and integrity. Jennie will make recommendations that fall in line with what she would do for herself and her family if faced with a similar situation.

Jennie Derby has been part of the financial services industry since 1991.  Jennie has built her practice by specializing in working with business owners and self-employed professionals.

Associations and Memberships

  • Qualified as a Most Valuable Producer (MVP) for 2005 - 2006 - 2008.  Jennie qualified for this honor by being one of the top 150 financial representatives providing both insurance and investment products. 
     
  • Founding member of TEN .
     
  • Business Success Institute of Charlotte, Sponsor—For more information on the Business Success Institute click here.
     
  • National Society of Insurance and Financial Advisors, Member.
     
  • Charlotte Chamber of Commerce, Board of Advisors.

Professional Designations and Certifications
Jennie has obtained the following professional certifications and designations to further enhance her ability to provide financial solutions to her clients.

 

Certified FinancialPlanner™ (CFP®)
The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter (CLU)
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC)
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Certified in Long Term Care (CLTC)
Jennie Derby is "Certified in Long-Term Care" (CLTC) by The Corporation for Long-Term Care Certification. To find out more about "Certified in Long-Term Care" (CLTC), please visit The Corporation for Long-Term Care Certification