Certified Insurance Counselor
Multiple Line Agent
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Certified Insurance Counselor Multiple Line Agent

Jason M. Charette, CIC, LUTCF

A passion for the insurance industry is part of Jason Charette’s DNA. A New England native, Jason grew up in Maine where he learned the basics from his early training. He combines a wealth of industry experience with a caring and curious nature to deliver clients plans that work for their lives and businesses.

A family man whose instinct is to protect clients like kin, Jason believes the insurance business is less about selling an array of products and more about fostering personal relationships and educating clients on how to reduce risk and increase wealth to live their best lives.

Whether you are looking to learn about insurance for your family or business or need a fresh perspective on how to maximize your protection, Jason is eager to develop and execute a strategy and plan that works for you and your family and business. Clients trust his direction, value his integrity, and applaud his team’s responsiveness and knowledge.

Jason graduated magna cum laude from UMass Amherst’s Isenberg School of Management where he obtained a Bachelor of Business Administration majoring in finance and operations management and minoring in economics.

He launched his business in 2012 and has garnered numerous awards and accolades from companies and clients.

A complete list of Accolades and Awards Jason has earned in the last decade include:

  • National company awarded trip – “President’s Club” seven times, top 15% of 1,500 agents
  • Northeast regional award for “Top 10” producer six times, top 10 producers among 200+ agents in the Northeast region
  • Northeast regional award “Distinguished Sales Award” for #1 multi-line agent in the region of 200+ agents. This is the most prestigious award in the Northeast region. Jason was the #1 overall agent for production year 2020 in the region and ranked #11 nationally in 2020.
  • Million Dollar Round Table in 2018. This is a global and premier association of financial professionals.

Professional designations include:

  • Life Underwriting Training Council Fellow (LUTCF)
  • Certified Insurance Counselor (CIC).