Media & Press
Looking for a Medicare, Social Security, or retirement expert to interview? I regularly help Richmond-area journalists and producers translate confusing Medicare rules, enrollment deadlines, and retirement planning topics into clear, practical guidance for their audience — especially during Medicare's Annual Enrollment Period each fall.
Credentials & Licensing
- Principal Agent, SurePoint Financial
- Series 65 Licensed Investment Adviser Representative
- Investment Services Offered Through Sequent Planning (a Registered Investment Adviser)
- Licensed Life & Health Insurance Agent (multiple states)
Available for Interviews
James E. Crooks Jr. is a licensed life and health insurance agent and a Series 65 licensed Investment Adviser Representative, offering investment advisory services through Sequent Planning, a Registered Investment Adviser. He holds a Bachelor of Science in Finance from Virginia Commonwealth University (VCU) and serves individuals and families throughout Central Virginia, specializing in Medicare planning, life insurance, long-term care, annuities, Social Security education, and retirement income strategies — coordinating Medicare, retirement income, and investment decisions as one plan rather than three separate conversations.
As Principal Agent of SurePoint Financial, James is available to help Richmond-area media outlets cover Medicare, Social Security, and retirement topics in plain language for their audience.
Topics I Can Speak To
Downloadable Assets
Media Contact
- Phone(888) 205-5901
- AvailabilityAvailable year-round; especially responsive during Medicare's Annual Enrollment Period (October 15 – December 7).
James E. Crooks Jr.
Principal Agent, SurePoint Financial
James E. Crooks Jr. is a licensed life and health insurance agent and a Series 65 licensed Investment Adviser Representative, offering investment advisory services through Sequent Planning, a Registered Investment Adviser. He holds a Bachelor of Science in Finance from Virginia Commonwealth University (VCU) and serves individuals and families throughout Central Virginia, specializing in Medicare planning, life insurance, long-term care, annuities, Social Security education, and retirement income strategies — coordinating Medicare, retirement income, and investment decisions as one plan rather than three separate conversations.
As Principal Agent of SurePoint Financial, James is available to help Richmond-area media outlets cover Medicare, Social Security, and retirement topics in plain language for their audience.
Credentials & Licensing
- Principal Agent, SurePoint Financial
- Series 65 Licensed Investment Adviser Representative
- Investment Services Offered Through Sequent Planning (a Registered Investment Adviser)
- Licensed Life & Health Insurance Agent (multiple states)
Topics I Can Speak To
- Medicare enrollment deadlines, penalties & Special Enrollment Periods
- Medicare Advantage vs. Medicare Supplement plan selection
- Medicare's Annual Enrollment Period (AEP) trends each fall
- Social Security claiming strategy (spousal, survivor, breakeven analysis)
- Planning for the cost of long-term and extended care
- Life insurance for income replacement and debt protection
- Turning retirement savings into dependable income
- Healthcare costs in retirement
- Coordinating Medicare, Social Security, and investment decisions as one plan
Contact
James Crooks Jr. — james@surepoint-financial.com — (888) 205-5901
Available year-round; especially responsive during Medicare's Annual Enrollment Period (October 15 – December 7).