R. Marshall Jones

R. Marshall Jones

JD, AEP®, CLU®,
ChFC®, CAP®, FLMI

Principal

rmj@joneslowry.com  |  561.712.9799

CA Insurance license #0B86023

Marshall Jones graduated with honors from Harvard College and received his Juris Doctorate from the University of Akron Law School. He is a non-practicing member of the Florida Bar and holds the professional designations of Accredited Estate Planner (AEP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor in Philanthropy (CAP®) and Fellow, Life Management Institute (FLMI).

Marshall has presented at numerous professional organizations, including national meetings of the Association for Advanced Life Underwriting (AALU), Million Dollar Round Table (MDRT), the Society of Financial Services Professionals (SFPS) and the New York University Summer Institute in Taxation. He is the author of the book, Making Decisions about Life Insurance.

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Professional Credentials:
Harvard University, A.B., Cum Laude, 1973
University of Akron Law School, J.D., 1978
Accredited Estate Planner, NAEPC, 1995
Chartered Financial Consultant, Society of Financial Service Professionals, 1980
Chartered Life Underwriter, Society of Financial Service Professionals, 1978
Fellow, Life Management Institute, Administrative Management, 1976

Books and Articles Published (partial listing):
Intergenerational Split-Dollar Arrangements – 2019
Ethical Behavioral Finance: Six Guidelines for Great Client Relationships–2018
Split-Dollar Arrangements: Tax Efficient Leverage Techniques to Fund Grantor Trusts –2017
Ten for Ten: 10 Lessons Learned from Indexed Universal Life’s First 10 Years – 2016
FAQ’s Regarding 3rd Party Premium Financing: Is it Free Insurance? – 2015
Funding Grantor Trusts without Paying Gift Tax – 2013
Life Insurance Policy Holder Protection: Who’s Got Your Back – 2012
An Alternative to Your Charitable Bequest: ‘The $600 Billion Challenge’ and the Lifetime CLAT – 2011 Investment Diversification Strategy: The Uniqueness of ‘Guaranteed Life’ – 2010
Life Insurance: An Additional Asset Class in Difficult Times – 2009

Speaking Engagements at National Meetings:
Private Split-Dollar Life Insurance 2022 Estate Planning Update: Martin County Estate Planning Council September 2022
Funding Grantor Trusts: Florida Tax Institute February 2022
The Life Insurance Goes Right Here: Miami Estate Planning Council February 2022
Effective Use of Trusts in Estate Planning: University of Florida Law School February 2020
Life Insurance Overview: Palm Beach Estate Planning Council November 2018
Life Insurance & Estate Planning – Tricks, Traps, and Tools: Florida Tax Institute


Top of the Table membership is based upon
insurance sales. For details regarding qualifications for this membership, please visit the following
web site address: https://www.mdrt.org/join/member-requirements/#

Personal:
Marshall lives in Palm Beach Gardens, Florida with his wife Susan. He enjoys golf, running, bridge, and reading. Marshall finished 36th in the 1973 Boston Marathon and completed more than 20 sub-3-hour marathons during the next 25 years, including the 1987, 1988 and 1998 New York Marathons.