Donald M. Jackson, CLU, ChFC
As Principal and Founder of The Benefits Group, LLC (TBG), Don has created and grown a firm dedicated to aiding clients in their pursuit of building and preserving their personal and business assets. TBG has worked closely with public and closely-held companies to develop lasting executive benefit solutions, and actively develops strategic partnerships with banks and CPA firms to enhance solutions for clients.
Entering the financial services industry in 1978, Don’s personal practice and area of expertise has grown from a strong commitment to estate and survivorship planning. He has spoken frequently on tax planning issues, asset preservation, and the benefits of charitable planning. Don’s dedication to planning solutions for unique client situations led him to develop a Charitable Gift Annuity funding program, which is currently being used by a number of universities and non-profit organizations.
Don is a member of the national chapter of the Society of Financial Services Professionals as well as the Knoxville chapter, the National Association of Life Underwriters, the Million Dollar Round Table (as a Life Member), and the Knoxville Estate Planning Council. Don was a founder and charter member of the Tennessee Valley Employee Benefit Council (TVEBC).
Don is a graduate of the University of Tennessee in Knoxville with a Bachelor of Science in chemistry. He received his Chartered Life Underwriter designation in 1984 and his Chartered Financial Consultant designation in 1985.
Don has been married 40 years to Elaine. Don and Elaine have three grown children, Jonathan, Chris, and David. Jonathan is COO of TBG and will be Don’s successor. Don and Elaine were recently blessed with the birth of their first granddaughter, Ella Catherine Jackson.
Don works from the Knoxville office and can be reached by: