With over 50 years experience and 4 advanced degrees, Jim is a financial expert in life insurance, investments, and charitable planned giving.
View Jim's Published BooksJim Van Houten, CLU, ChFC, MSFS, MSM, a native of Arizona, has over 50 years of experience providing financial services. He is the second generation of Van Houtens to work in the industry, providing financial services to clients from all over the nation.
Jim also owned one of the largest financial services firm in Arizona and New Mexico from 1979 to 1997, and was a nationally recognized speaker. His agency received 2 President’s Trophy awards from MassMutual. The President’s Trophy means that the agency was rated one of the top 5 in the nation. He had over 35 years of qualification in the Million Dollar Round Table (MDRT), an international organization. Jim was a key speaker at the MDRT conference in 1980. Twice he qualified for the exclusive Top of the Table.
In 2001 Jim co-founded with his son, Jameson, a financial planning and investment management firm. This firm is a Registered Investment Advisor (RIA) with over $ 300 million in assets under management. Jim retired from the firm on August 2, 2013.
Jim’s Recent Published Works Available For Sale Below
A Life with Significance is a book that focuses on unique ways that people have left a legacy through charitable planned giving programs. Most people want to know that after they die, their lives meant something to other people besides their families. Whether rich or poor, this book provides easy to understand examples of how donors have used life insurance, stocks, or real estate to make sizeable gifts at death and in most cases provide substantial tax benefits while they are alive.
We CAN change the world if we all add The Last Tithe to our will or trust. In the next 20 years, five trillion dollars of assets will pass from one generation to the next. This could provide hundreds of billions of dollars for churches, charities, and missions around the world.
The Last Tithe is a charitable bequest in a will or trust that directs the personal representative (executor of the will) or trustee of the trust to first pay an amount equal to ten percent (10%) of the value of the estate to charity. The deceased will have already created a list of charities to share in this distribution. After this distribution is made then the beneficiaries receive their inheritances.
This book will deal with issues like what impact this will have on you during your lifetime; what will be the impact on your heirs; what about those with no children; what about those who want to leave nothing to heirs; and more.
This book stimulates potential donors to consider the benefits of planned giving and to demonstrate in an easy to understand manner some unique ways to make these gifts. It discusses outright gifts at death, charitable remainder trusts and charitable lead trusts. The purpose of the book is to stimulate their interest in exploring some of these ideas with their favorite charity or the charity that gave them the book.
Success in the life insurance business requires both sides of the coin. One side is the product knowledge that insurance companies do so very well. The other side of the coin is dealing with people. This handbook will help new agents succeed and veteran agents grow to a higher level of success. It covers a proven prospecting system, handling objections, closes, scripts, and presentations that sell. This handbook covers both the personal and business markets.
Are you confused about life insurance? Buying Life Insurance: How to Make and Informed Choice will make things clear. You'll get the information you need to purchase the proper amount and type of insurance for the financial security of your family. You'll get answers for the reasons for life insurance coverage, the variety of policies available and how to calculate how much coverage you need.
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A book dedicated to helping experienced life insurance agents move up to higher levels of life insurance sales and substantially increase their incomes. The book will provide them with additional tools to help them sell larger quantities of life insurance to higher quality clients. This involves selective and creative prospecting, focusing on those situations where permanent life insurance is needed, and well-organized activity management. This book will help them work smarter and more effective resulting in greater acceptance as financial professionals and greater financial rewards.
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To be effective in investing there is some vital information that you need to know. This includes the subjects of proper amount of savings, reducing or eliminating debts, the cost factor of fees, and developing your own investing strategy. This book helps you to realize the impact of savings and emergency funds; the importance of becoming debt free; what pitfalls to avoid like hot tips, falling in love with an investment, holding on too long, and trading too often. It also discusses non-stock market investments like limited partnerships, start-up businesses, crypto-currency, etc. Hopefully you will avoid some of the mistakes that some of my clients and I have made. The goal is to give you the best foundation for success in your investing.
Do you have questions about Jim Van Houten or the subjects in any of his books? Feel free to ask your questions directly using this form. Jim is always happy to help out those who are trying to learn more and will reply to your message as quickly as possible.
