Jim S. Forbis, CLU®, ChFC®, AIF®, CSA®

Jim S. Forbis, CLU®, ChFC®, AIF®, CSA®

CFH Financial Services, Inc.
5050 Poplar Ave., Suite 1204
Memphis, TN 38157

Phone: (901) 761-1490
Fax: (901) 761-1086
jimforbis@cfhfinancial.com
www.cfhfinancial.com

Experience

Entered the insurance business in Memphis in 1973 and founded Forbis Insurance in 1981. The firm continued to grow and expand its service capability to become Forbis Financial in 1983.

Recognition

Has received many industry and company awards; is a life and qualifying member of the Million Dollar Round Table, as well as a member of Top of the Table, Forum 400 and The Pinnacle Study Group. Awarded the Million Dollar Round Table Quality of Life Award on two separate occasions for his generous service to the local area and national charitable organizations.

Family

He and his wife Ann share interest and involvement with sons, Jeremy and Will, and daughters, Katie and Sarah, that range from church and youth groups to athletics, hunting and fishing. Jim and Ann also enjoy special time with their grandchildren.

Background

Jim is a native North Carolinian and a graduate of Duke University, where he was a scholarship athlete.

Community & Involvement

Founder, Make-A-Wish Foundation of the Mid-South; National Board Member and Officer, Make-A-Wish Foundation of America; awarded the Volunteer of the Year Award for his involvement with Make-A-Wish in 1990; helped to establish The Methodist Health Care Residential Hospice for Memphis, Church Health Center, "The Way" and other charitable organizations; served Advisors in Philanthropy and completed the Renaissance Charitable Planning Workshop.

Designations

CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), AIF® (Accredited Investment Fiduciary), and CSA® (Certified Senior Advisor).

The objective of the Pinnacle Group is to achieve an even higher level of personal growth and professional development. We currently have eighteen members, all of whom are “Top of the Table” producers, “Court of the Table” producers, and/or seasoned financial planners, each with many years of experience. A prospective member is carefully screened before being invited to join the study group and each is considered a provisional for the first year.

Next Events

Link to Events
  • Omaha, NB

    February 21-23, 2019