Jerry Everwine is a seasoned insurance broker at Jerry Everwine Insurance Services, where he leverages over five decades of experience in the financial services industry. His extensive educational background, which includes a Bachelor of Science in Business Administration, a Master of Laws (LL.M), and doctorates...
Jerry Everwine is a seasoned insurance broker at Jerry Everwine Insurance Services, where he leverages over five decades of experience in the financial services industry. His extensive educational background, which includes a Bachelor of Science in Business Administration, a Master of Laws (LL.M), and doctorates in both law and theology, uniquely positions him to navigate the complexities of life insurance, annuities, and related financial products. Since obtaining his insurance licenses in 1967 and securities license in 1968, Jerry has been dedicated to providing tailored financial solutions that meet the diverse needs of his clients.
In his current role, Jerry focuses on developing comprehensive insurance strategies that encompass life insurance, annuities, and estate planning. As an Accredited Estate Planner, he understands the critical importance of integrating insurance products into broader financial and estate plans, ensuring that his clients are well-prepared for the future. His expertise extends to navigating regulatory frameworks, allowing him to offer informed guidance while maintaining compliance with industry standards.
Key projects that Jerry has spearheaded include educational seminars aimed at demystifying insurance and financial planning for individuals and families. These initiatives not only enhance client understanding but also empower them to make informed decisions regarding their financial futures. Jerry’s commitment to professional development is evident in his active membership in Phi Theta Kappa and his ongoing pursuit of knowledge in the ever-evolving landscape of financial services. With a focus on integrity and personalized service, Jerry Everwine continues to be a trusted advisor for clients seeking to secure their financial well-being through effective insurance solutions.
