Jerry Eastman, JD, CLU, RHU, CHFC, CASL
Jerry Eastman is a life insurance specialist serving high income and high net worth individuals across the country. He received his undergraduate degree in Finance from the University of Miami and a Juris Doctor degree from the University Of Miami School Of Law. Mr. Eastman started his insurance practice as a career agent with Connecticut Mutual/MassMutual Financial Group. Several years later, he changed his career/captive status with Connecticut Mutual to be able to operate as an independent producer providing totally objective counsel and product selection for his clients.
Mr. Eastman is a Chartered Life Underwriter, a Registered Health Underwriter, a Chartered Financial Consultant and a Chartered Advisor for Senior Living. Mr. Eastman carefully matches his clients’ profiles to the very best products and the very best insurance companies to meet each client’s specific needs. Mr. Eastman has built strong underwriting relationships throughout the industry as a result of his quality production and tenure in the business that often enable him to obtain insurance for people who have had difficulty purchasing competitive insurance from other sources.
Clients who come to Mr. Eastman with existing life insurance policies find it is not uncommon for his review process to significantly reduce their insurance cost or increase their protection without increasing their out-of-pocket outlay. Mr. Eastman’s financial and legal background give him the ability to communicate and work effectively with your financial and legal advisors to make certain that your insurance portfolio is properly structured to compliment your estate plan and your financial objectives. Mr. Eastman is supported by a top-notch team of dedicated insurance professionals who assist in the underwriting, case design, product selection, due diligence, processing and servicing of his client’s business.