© 2019 by JGM Consulting LLC. 

SERVICES

Employee Benefits & HR Resource Programs

Group Health Plans

  • Health Insurance

  • Group Dental 

  • Group Vision

  • Group Life

  • Group Disability (LTD)

  • Group Critical Illness

  • Flexplan

Individual Life

  • Whole Life

  • Universal Life

  • Indexed Universal Life

  • Term Life

  • Key Person

  • NQDC

Individual Disability

  • ​Individual

  • Small Business

  • Retirement Protection

  • Buy/Sell

Investment & Retirement

  • 401(k) 

  • Profit Sharing

  • SEP

  • SIMPLE

  • Cash Balance

  • 412 (e)(3)

Education & Wellness

  • Financial Organization

  • Financial Education

  • Individual Strategies

  • Speaking & Workshops

Worksite

  • Cancer Treatments

  • Stop Loss

  • Accident

  • Hospital Indemnity

  • Supplemental

  • Multi-Life Disability

  • Multi-Life Life

Financial Services
Consultation Services
  • Retirement Planning

  • Cash Flow Efficiency

  • Short Term & Emergency Savings

  • Estate Planning

  • Business Succession

  • Exit Strategies

  • College planning

  • Tax Mitigation Strategies

  • Annuities

  • Life Insurance

  • Disability Insurance 

  • Final Expense Insurance

  • Long Term Care

  • Debt Management & Credit Building Strategies

  • Student Loan Debt Management Strategies

  • Real Estate

  • Mortgage

  • Adequate Property & Casualty Coverage

  • Personal Liability Coverage

  • Commercial Lines of Coverage

What to Expect
My Commitment :
  • Work with your current assets and cash flow

  • Maintain strictest security and confidentiality at all times

  • Design plans consistent with your objectives and risk tolerance

  • Compare and test multiple scenarios for establishing lifelong financial success

  • Asset protection

  • Respect your relationships and references

Your Commitment :
  • Be prompt for meetings and be prepared with information requested

  • Consider providing Jerry with referrals should you find value in his services