John Hancock Financial Network

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Welcome!  Thank you for taking time to visit my site.  I’m Jeff Plummer, Associate Managing Partner for the Carolinas General Agency of the John Hancock Financial Network.  I lead a talented group of financial professionals and am always searching for new associates who have a strong desire to build a rewarding career.

In addition, I am in my 22nd year providing insurance and investment products to my clients. My aim is to empower you to make informed decisions and take effective action toward meeting your specific goals.  What’s distinctive about my approach is a focus on objective advice.

To stay on top of my field and develop my professional affiliations, I have regularly attended industry training and certification programs.  This includes the 10-course CLU program through the American College, which included courses in economics, finance, government, business and estate planning, investments, asset allocation, risk management and retirement planning.  I hold FINRA securities registrations: series 6,66, 7 and 24.  I am a 6-year member of the industry elite worldwide organization, The Million Dollar Roundtable, a member of The National Association of Insurance and Financial Advisors and the General Agents and Managers Association.  I hold a B.S. degree in Business Management and currently working on my MBA at the McColl School of Business at Queens University.

Maintaining a strong sense of community is very important to me.  I am a member of the Charlotte Chamber of Commerce, Charlotte City Club, and Northside Baptist Church.  I am involved in a number of local non-profit organizations with a focus on capital campaigns and increasing membership.  As I build my organization, we will continue to look for ways to have a positive impact on the Charlotte area

My wife Dana and I have been married 24 years and have 3 wonderful daughters, Emily, Katelyn and Marissa. 

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

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