Insurance Designers

Description

Insurance Designers of Dallas, Inc. is part of one of the country's finest independent marketing organizations. Founded in 1986, Insurance Designers of Dallas' mission was, and is, to provide the innovative financial service professional the highest level of pre and post-sale support.

Jeff joined Insurance Designers of Dallas in 2011. Jeff is dedicated to providing superior point-of-sale support in the areas of estate and business planning. With more than 15 years of experience working in the insurance industry, Jeff is a valuable partner in the financial planning process, especially in the utilization and implementation of life insurance. Prior to joining Insurance Designers of Dallas, Jeff worked for Capitas Financial, The Hartford and Citibank.

We provide our producers with total turnkey assistance. Insurance Designers will help determine the clients' needs and design a plan to solve that need. Our office will provide step by step monitoring of the entire underwriting process to policy issue and placement, including having our in-house underwriter review and consult with you if needed. After the sale, Insurance Designers is still here to provide you with policy service and review as your clients' needs may change over the years.

Gary has been in the financial services industry for over 35 years specializing in promoting the efficient transfer of wealth from one generation to the next. As an independent insurance and wealth transfer specialist with Insurance Designers of Dallas, he initiates the design, implementation and administration of wealth transfer programs for the high net worth client.

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