Prime Pensions, Inc.
Jack Curtis is a seasoned financial professional with extensive experience in sales and client relationship management across various organizations within the financial services industry. Currently serving as a Regional Sales Consultant at Prime Pensions, Inc. since August 2023, Jack focuses on building and enhancing relationships with financial advisors, CPAs, and tax attorneys in the New England territory. Previous roles include Partner at New York Life Insurance Company, where Jack specialized in recruitment and development within financial services, and Sales Director at Mutual of Omaha, overseeing licensed operations in multiple states. Jack's background also includes leadership positions as Regional Sales Director at Lincoln Financial Distributors and Guardian Life, where effective communication of complex financial solutions was emphasized. Early career experience encompasses roles at Merrill Lynch, Sun Life Financial, The Lentell Group, and Wachovia Securities, building a strong foundation in financial planning and client service. Jack holds a Bachelor of Arts in English from the University of Massachusetts and completed coursework at the University of Hartford.
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Prime Pensions, Inc.
Prime Pensions, Inc. is an actuarial and record keeping firm committed to providing high quality, personalized design and ongoing administrative services for Qualified Retirement Plans nationwide. Our main focus is 401(k), profit sharing and defined benefit plans for both small and large Employers. We have been providing these services since 1975 and are well known for our ability to think outside of the box to suggest innovative Plan designs and provide a flexible, customized approach to accommodate different investments and types of Plans. The accuracy and quality of our work is dependent on our collective attention to detail and there is oversight and review of all work performed. According to NJBIZ, Prime Pensions is ranked one of the top defined contribution plan administrators in New Jersey and voted one of the Best Places to Work in NJ.