- 26th Thursday 2012
With Affluent Client Strategies you will receive the same product and underwriting expertise you’ve become accustomed to at FIG, but you’ll also receive hands on point of sale assistance from some of FIG’s top insurance producers. These producers are consistently involved with high-end cases and can provide you the resources necessary to confidently approach the affluent marketplace and significantly increase your business.
One of the hottest topics for owners of small businesses, closely held corporations, physicians and self-employed professionals is how to minimize success taxes. With business tax cuts scheduled to expire at the end of 2012, and projected to SKYROCKET in the near future, the challenge of reducing taxes is daunting. Adding to this, aging populations and turmoil in the economy are concerns everyone is faced with. Our goal is to focus on ways and means to reduce the tension and provide peace of mind. We can accomplish this through financial planning that assures a safe, predictable and consistent stream of income in retirement years, as well as asset protection that is extremely necessary in our litigious society. Our goal is to identify dangers and capitalize on opportunities and strengths.
As a founding member of First Financial Resources, consisting of over 90 distinguished financial professionals covering the entire U.S., we offer the latest tools and techniques available to handle the three significant challenges of reducing income taxes, eliminating estate taxes, and providing asset protection. Our focus is to give clients peace of mind and a stream of predictable and secure income that can be funded using qualified and non-qualified plans. We do this by suggesting customized annuity and life insurance products geared to the individual client’s needs. This process allows entrepreneurs to focus on what they do best – achieve their highest level of satisfaction.
Gerry entered the Life Insurance business in 1969 and has consistently been among the top in the industry. He has presented, developed, and implemented Charitable Planning, Business Succession Planning and Estate Planning programs for numerous businesses, charities and individuals throughout the United States.
In addition to writing industry specific books, Gerry has recorded DVDs and CDs on Charitable Planning, Business Succession Planning, Estate Planning, Retirement Planning and marketing techniques presently being used by major insurance companies and organizations. For many years, he taught classes for CE credits to Attorneys, CPAs, and financial advisors across the United States.
He is a charter Member of the Top of the Table (1977). A 35 year qualifying member of the Million Dollar Round Table and was President of The Forum 400 (formerly the Twenty-Five Million Dollar International Forum) in 1997. Gerry is regularly invited to speak across the U.S. and internationally. Gerry was a main platform speaker at the Top of the Table, the Twenty Five Million Dollar International Forum and the Million Dollar Round Table. He also presented on the Main Platform of the Asia Pacific Life Insurance Conferences (APLIC) in 1999, 2001, 2007 and 2009.
In 2009, 2010 and 2011, he spoke at various industry conferences in Boston, Los Angeles, Pepperdine University, Atlanta, Houston, Chicago, New Orleans, and New York. In 2011, he was a speaker at the Forum 400 Annual Conference. He is a regular guest speaker at business schools across the United States, and continues to do so for 2012. Gerry recently had articles appear in The MDRT Round The Table, The Forum 400 magazines, and Life Insurance Selling.
Gerry’s practice concentrates on assisting high net worth individuals with asset protection, business succession planning, estate planning, and in general, solving issues that arise when one is lucky enough to have amassed wealth. He works jointly with attorneys, CPAs, stock brokers and financial advisors across the country. He and his wife Gloria, their four children, and three grandchildren reside in Houston, Texas.