Insurance License Sales

James Burns

Hom e Phone 949-***-**** ~ Email: ********@***.***

Cell 949-***-****

QUALIFICATIONS

The commitment and loyalty that attaches with being a team player.

Twenty-seven years of professional work experience.

Eleven Years of estate and asset protection working with 120 strategies requiring life insurance

Working as advanced markets sales and planner with brokerage houses.

WORK HISTORY

2010 - Present White Diamond Insurance Services Inc: Present

Managing Director of Sales Operations

Over see agent sales in 4 states for life, health, disability

Business insurance planning e.g., buy/sell, keyman

Wholesaling and GA with producers and agencies

Premium Finance for retirement & Estate Planning

Group benefits

2003 - 2011 Hoplon Financial Group: 4/2011 to 12/2011

Director of advanced insurance markets

Estate and business planning solutions

College planning solutions

Law Office of James Burns:08/03 to 01/2012

Life Planning Solutions ® (Estate) & Asset Protection Planning.

Corporate succession planning.

Insurance planning (buy/sell, executive bonus and keyman focus).

Retirement income planning under 7702a using insurance products.

White Diamond Properties Inc.:09/06 to 2009

CEO of company running business and negotiating deals

Broker licensed company

Investment properties

Distressed Properties liquidated

Responsible for $6,760,000 in sales

2002 Law Office of R. Zebulon Law & Associates: 11/02 to 08/03

* Tax controversies and tax planning.

* Business transactions and corporate maintenance.

* Estate and asset protection planning.

2001 Madera Alternate Defense: 06/01 to 11/01

* Court appointed criminal defense representation with large caseload.

* Daily court appearances on criminal matters, child dependency cases, and drug court.

* Over 300 hearings and Bench Trials on criminal and child protection matters.

INTERNSHIPS

1999 Los Angeles Superior Court (Long Beach)

Judicial Law Clerk: Honorable Judge Di Loretto.

* Performed legal research for the Law & Motion Division.

* Prepared tentative rulings on civil motions that were uniformly adopted by the Court.

* Drafted court opinions.

1998 Los Angeles Superior Court (Compton)

Judicial Law Clerk:

* Researched legal issues for Law & Motion Division.

* Prepared tentative rulings on civil motions that were uniformly adopted by the Court.

1997 Law Office of David Liberman (Constitutional Law)

Legal Researcher:

* Provided research for an appellate brief before the U.S. Court of Appeals 11th District.

MILITARY

1981- 1985

United States Marine Corps:( Force Recon)

Received an Honorable Discharge. Served in Force Recon, akin to the Navy Seal Program.

Recon Team Leader and Platoon Commander in charge of fifteen Recon Marines in numerous

operations.

EDUCATION

2000- 2003 S.J.D., Doctorate of Juridical Science (candidate), Golden Gate U. Analogous to a PhD.

LL.M., Masters of Law in Int’l Tax (cand.), Regent University.

2000 -2003

* 3.9 GPA (top 5%)

1999- 2000 LL.M., Masters of La w in Taxation, Golden Gate University

* Honors: Graduated Cum Laude.

1996-1999 J.D., Golden Gate School of Law

* Honors: 1998 AT LA Trial Advocacy Scholarship.

* Law Review (Comment editor).

* Moot Court.

1985-1996 B.S., University of the State of New York, Albany.

LICENSES, CERTIFICATES, & COURT ADMITTANCE

Ad mitted to practice in State of California.

Ad mitted to practice in U.S. Court, Ninth Circuit (Central District).

Ad mitted to practice before the U.S. Tax Court.

Ad mitted to practice before the U.S. Court of Federal Claims.

California Insurance License #0E00909

NV Insurance License #565496

Ohio Insurance License #766129

Hawaii Insurance License

California Real Estate Broker License #01707953

AWARDS RECEIVED

Trial Advocacy Scholarship recipient (1998).

Merit awards for service as Tribune of Delta Theta Phi Law Fraternity.

United States Marine Corps. Meritorious Masts (x3).

AFFILIATIONS

* American Bar Association

* Orange County Bar Associations (tax section).

* Federal Bar Association (tax section).

* ABA (tax section).

PROPRIETARY CONCEPTS & BOOKS

“Life Planning Solutions”®

“Wealth Makers”

“Ho w to Buy Foreclosure Properties for Less Than $ 30,000”©

"The 3 Secret Pillars of Asset Protection"©

"Fire Sale" - contributing author (Wiley & Sons)

“The 3 Secret Pillars of Wealth – Cracking Your Wealth Code Using Tools

of the Self-made Billionaires”© (5 & 4 stars Amazon.com).

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