In my law practice and behalf of clients, I have had numerous occasions to work with Jerry. In such activity, I have found him to be smart, creative, diligent and dogged with attempting to satisfy the client’s needs. When a particular problem requires something “other than insurance,” Jerry is the first one to suggest it, even at the expense of his own compensation. Jerry is not a “mere insurance salesman”, but rather a true estate planning professional in the best sense of that phrase.
- Clive Bode (Attorney/Hedge Fund Manager/Business Advisor)