NAPFA Fall 2024 National Conference Speaker

Jerry spent a number of years climbing the ranks of two top-rated insurance companies, Zurich Life Insurance Company and Western-Southern Financial Group, before joining LLIS. During his ascent, he handled product development, intelligence analysis, and advisor services. Jerry’s 20+ years in this industry analyzing, studying, and researching annuity solutions have made him the go-to guy for advisors with clients seeking to ensure they don’t outlive their savings. He is skilled at assessing clients’ needs and the benefits most important to them, then tailoring the right solution to fit their unique circumstances.