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Jack Carlton

Jack Carlton is Head of Case Design at DFS Marketing and has served in this role since 2019. He holds a Bachelor’s in Criminal Justice and Political Science from Sam Houston State University in Huntsville, TX.

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Running out of money is a major concern for retirees. With pensions becoming a thing of the past, a paycheck (or a “play-check”) for life is becoming increasingly more important. As an advisor, your retired clients are looking to you for guidance and help in reinforcing their retirement savings. It’s important that you understand all the options out there, so you can advise them on the right one for their situation.

Jack Carlton