A Community of Advisors
ABOUT
Jim Pullen
Financial and Retirement Planning Strategist
Jim is an Independent Insurance and Investment Broker.
Our Secure Life Benefits Team represents and offers all the major money managers, mutual fund families, ETFs, major life/annuity/medical insurance carriers and financial industry vendors located throughout the world. Jim has been in the financial industry for 36 years and has been a Self-Employed Family Business Owner since 1987. With this experience, Jim can relate to all financial challenges faced by individuals, employees, and business owners.
Jim’s focus and passion has always been about serving individuals and small business owners in the development of strategic plans for retirement, estate planning, insurance, and investments. His personal motto is “to serve others” treating all clients “the way that I would like to be treated”. The Secure Life Benefits team drives for excellence with compassion provided with a warm personality.
All client’s plans and recommendations are tailored to best fit and match each client’s unique financial goals. Secure Life Benefits is constantly upgrading to the most superior financial tools and technology to best assist our clients and team to reach your financial goals. We desire to provide you and your family with the confidence and financial peace of mind that is so difficult to achieve in today’s environment.
Education:
1983-1985, Murray State University
1986-1987, University of Kentucky
1988, Eastern Kentucky University – B.S. Degree in Insurance and Marketing
Presently Enrolled:
- The American College – Currently preparing for the designation of “Chartered Financial Consultant” (ChFC)
- Series 65 Investment Advisor Representative (IAR) Licensed Fiduciary
Member:
- NAIFA, National Association of Insurance and Financial Advisors
- NAPFA, The National Association of Financial Advisors
- NAPA, National Association of Professional Agents
- NAFA, National Association of Fixed Annuities
- NAILBA, National Association of Independent Life Brokerage Agencies
- Association of Financial Counselors, AFC
- Certified Federal Facilitated Marketplace Advisors
- National Social Security Advisor, NSSA
- First Baptist Church of Alpharetta
- Volunteer and attendee of Northpoint Community Church in Alpharetta
- National Certified Speaker for the Society of Financial Awareness (SOFA)
Director and Owner:
- SOFA, The Society for Professional Awareness, North Georgia Chapter, National Speaker
- Secure Life Benefits, LLC
- Secure Life Benefits Wealth Management, LLC
Personal:
- Born: Bowling Green, Kentucky on August 19, 1965
- Wife: Ellen B. Pullen, Married February 25, 1989. 34 years. Ellen is the co-owner and business partner of Secure Life Benefits since 2001
- 2 Children: James Milton Pullen II – son, age 29 and Ellis Isabella Pullen McRee – daughter, age 27, married; Dad to 5 pets (4 rescue cats and one Golden Retriever)
- Hobbies: Reading, Giving to others, Golf, Running, and Traveling
- Born and raised in Kentucky. Moved to Alpharetta, Georgia in 2005. Lived in Alpharetta, Cumming and Holly Springs, GA.
Remember Warren Buffett’s rules for investing:
“The rule is, if you want to be successful in the markets, Never Lose Money. The reason is: losing money kills your returns and takes a really long time to recover from losses.”
According to the Motley Fool:
Only 10 out of 10,000 actively managed mutual funds available have managed to beat the S&P 500 average returns consistently over the past 10 years.
Is this a Realistic Objective?
Imagine how much better you would sleep at night having the absolute 100% certainty that no matter what happens in the world, no matter what happens with the stock market; your retirement account can NEVER lose money due to market downturns.
In addition, we can show you how to “LOCK IN” your annual interest gains each year so your account can NEVER be worth less than the previous year’s value due to a market downturn.
Yes, these benefits are available to incorporate in your savings portfolio resulting in “stress free” financial benefits enabling you to approach and live a “Don’t Worry, Retire Happy!” life.
Ellen Pullen
Life and Health Insurance Broker
Ellen is known as being a sincere enthusiastic individual who is skilled at developing relationships & effective at inspiring others to accomplish a goal. Community, school, and church leaders describe her as authentic, a principle-centered leader, a charismatic person of integrity, very competent, and loyal.
Milton S. Pullen, Jr.
Property, Casualty, Life and Health Insurance Broker
Milton states that at Secure Life Benefits, “Our aim is to educate and assist clients through an advocacy relationship. Using our collective 75 plus years of experience, we provide comprehensive review, analysis, and tailored planning to optimize your financial transactions and long-term mentoring for your specific needs.”
Sharon Fife
Sharon brought a wealth of knowledge and experience to Secure Life Benefits from the life and health insurance industry. Sharon previously owned and partnered with her spouse (who is now deceased) for over 30 years operating a very successful independent agency. She has been a licensed independent insurance broker for over 23 years. Sharon has focused her professional energy toward the assessment of her clients’ needs specifically within the individual life insurance space, tailoring plans that solve the financial shortfall whether it be an individual, a family or a business arrangement. With Sharon experiencing what it is like to lose a spouse to an unforeseen pre-mature death, she knows all too well how devastating this loss can affect a family personally and financially. Sharon resides in Woodstock, GA with her new spouse Mark, of seven years. In their free time, they enjoy camping, fishing and gardening. As a partner, Sharon looks forward to serving your needs as a team contributor at Secure Life Benefits.
Sharon’s direct line is: 770-624-3017
Douglas Poole
Originally from Dayton Ohio, Douglas Poole moved to the Atlanta metro area from Indianapolis Indiana in 2022. With over 5 years of experience in life and health insurance, Douglas has helped countless clients find plans that fit their lifestyles and gives them peace of mind. He believes that putting his clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer him to their family and friends. In his spare time, Douglas enjoys biking, playing pool, and bowling. He also enjoys spending time with his fiancé Keedra and his two rescue dogs, Bentley, and Zuri.
Douglas’ direct line is: 470-557-1339
Jason Knope, CFA, CMT
Jason is partner and owner of Paul Manners Investment Counsel. He is responsible for coordinating the firm’s investment process and is a member of the investment committee. Jason joined the organization in 2002 following five years with SouthTrust Investment Advisors working in Research and Portfolio Management. Jason earned both his Bachelor of Science and a Masters in Finance from Louisiana State University. He received the Chartered Financial Analyst (CFA) designation in 2002 and the Chartered Market Technician designation in 2006.
Jason is married to Christy. They have two boys, Jackson and Holden.
Paul Manners Investment Counsel
Paul Manners Investment Counsel has been in business for 34 years, operating with the highest ethical standards and unimpeachable integrity since 1979. Their career wealth management professionals have an average of 20 years of experience. Our competitive fee structure has remained unchanged for over three decades. Their firm offers investment management services to corporations, pension plans, endowments, foundations, public funds, and high net worth individuals. The organization provides portfolio management, research, and trading functions for our asset management clients.
