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Kim Purnell

 

Kim is a Sales Director with American Heritage Financial. He is currently located in the Jacksonville area of Florida and has 20+ years of financial service experience. Although he is currently focusing on recruiting and market development, he also has great knowledge on Long-Term Care and Asset Preservation. He has spent the last 20 years working with agents, advisors, and clients in developing and facilitating income and risk assessment strategies to mitigate asset exposure with long-term care events. Kim holds a BA degree from Flagler College in St. Augustine, FL.

As a strategic, intellectual, and critical thinker, he is responsible for managing national and regional key account relationships between carriers and multiple distribution groups throughout the US. Kim serves as an industry consultant to carriers and intermediaries with the objective to develop new products, acquisitions, and expansion of wholesale insurance distribution. He is recognized as an industry thought leader, featured speaker, author and co-contributor on numerous publications pertaining to the subject of Long-Term care and Longevity Income Strategies.

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Lafayette, Louisiana
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Tallahassee, Florida
Texarkana, Texas
Birmingham, Alabama
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*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC.
American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.
American Heritage Financial, LLC is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
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