Jay Conry
After earning a Bachelor Of Science Degree in the field of Education, Jay Conry began his professional career in 1980 as a multi-lines agent (life insurance, annuities, health insurance, auto insurance, homeowners insurance) with Prudential Insurance Company of America. With only four short years in personal production, Jay Conry was promoted to Sales Manager, then to Assistant to the Vice President of Regional Marketing, for the Southern New Jersey Region, and finally to District Manager, where at the age of 29, Jay Conry was responsible for a sales force of 50 agents, a clerical support staff of 15, and 5 sales managers. During his thirteen year tenure with Prudential Insurance Company Of America, Jay Conry established himself as a dedicated professional consistently ranking in the top ten percent, company-wide, for total production of life insurance, annuities, auto insurance and homeowners insurance.
In 1993, Jay Conry, his wife, and three children, moved to Phoenix, Arizona, and joined Lincoln Financial Advisors (LFA/Sagemark Consulting) where Jay Conry spent the next 11 years of his career as a fee-based planner, specializing in the areas of estate planning, financial planning, 401 (k)’s and business planning. While with LFA, Jay Conry earned both his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. In addition, Jay Conry served as a Wealth Preservation Specialist with Sagemark Consulting, a specialized planning branch of LFA, as an estate planning consultant working with several Arizona branches of Morgan Stanley Dean Witter.
In 2003, Jay Conry founded Conry Financial Services, Inc., a financial and estate planning firm specializing in the unique planning needs for today’s senior, including estate planning, tax planning, life settlements, life insurance planning, annuities, long term care insurance.
Degrees and Professional Certifications
ChFC Chartered Financial Consultant
- American College, Bryn Mawr, PA
CLU Chartered Life Underwriter
- American College, Bryn Mawr, PA
LUTCF Life Underwriting Training Council Fellow
- National Association Of Life Underwriters
Bachelor of Science
- The College Of New Jersey, Ewing, NJ
Areas Of Specialization
- Estate Planning
- Wealth Transfer Planning
- Income Maximization Planning
- Life Insurance Planning
- Asset maximization Planning
- Life Settlements
