Jay Mulein

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Jay Mulein and his firm specialize in providing employee benefit programs and financial services to small and medium-sized business owners, professionals and affluent individuals, primarily throughout California, Nevada, Arizona and Texas. Jay Mulein works with professionals from both the accounting and legal communities to minimize estate taxation and preserve wealth accumulation through transfer techniques.

Jay Mulein has specialized in providing employee benefit programs and financial servcies to small and medium-sized business owners, professionals and affluent individuals primarily throughout California, Nevada, Arizona and Texas.

He works with professionals from both the accounting and legal communities to minimize estate taxation and preserve wealth accumulation through transfer techniques.

Jay Mulein began his career over 30 years ago. Throughout this period he has earned various company and industry awards. He has spoken before various groups and insurance companies throughout his career.

In 2001 Jay was the Southern California National managing partner with offices from San Diego to Central California, managing over 60 career agents plus many brokers. Beginning in 2007 he returned to personal production and began a brokerage general agency. This endeavor has now grown to where the written target premiums this year are expected to exceed $20 Million.

 

Jay has been a qualifying member of the Million Dollar Roundtable for the last 30 years. He has achieved Court of the Table and Top of the Table as well. He has been a member of Advanced Association of Life Underwriters, National Association of Financial Services Professionals and National Association of Health Insurance Underwriters. He has also been a member of Vistage and the Milken Institute.