Doug Clermont, Cfp®, Clu®

Doug Clermont, Cfp®, Clu® Email and Phone Number

Area Vice President - Life Insurance, Executive Benefits and Planning @ Gallagher
Chicago, IL, US
Doug Clermont, Cfp®, Clu®'s Location
Greater Chicago Area, United States, United States
Doug Clermont, Cfp®, Clu®'s Contact Details

Doug Clermont, Cfp®, Clu® work email

Doug Clermont, Cfp®, Clu® personal email

n/a
About Doug Clermont, Cfp®, Clu®

Doug brings an impressive background and perspective to the team. The last 7 years with Gallagher and as a member of SouthCap Brokerage he has successfully developed relationships with insurance producers, financial advisors and their firms serving as their life insurance partner. Prior to joining SouthCap, Doug spent nine years managing and growing financial service teams. As an active player-coach, he was personally responsible for the success of his organization and excelled at providing comprehensive insurance, investment and retirement solutions for successful families and business owners. The perspective he gained while in the financial advisory space allows him to relate to his current adviser clients and gives him the knowledge to craft suitable insurance solutions.Originally from Milwaukee, Doug moved to Naperville as a child and it has served as his home town ever since. After obtaining a Business Administration degree from Augustana College, Doug returned to Naperville where he currently resides with his wife, Jacque, and their 4 children, Lily, William, Joey and Johnny.

Doug Clermont, Cfp®, Clu®'s Current Company Details
Gallagher

Gallagher

View
Area Vice President - Life Insurance, Executive Benefits and Planning
Chicago, IL, US
Website:
ajg.com
Employees:
8
Company phone:
+1-(630)-773-3800
Doug Clermont, Cfp®, Clu® Work Experience Details
  • Gallagher
    Area Vice President - Life Insurance, Executive Benefits And Planning
    Gallagher
    Chicago, Il, Us
  • Gallagher
    Area Vice President - Life Insurance, Executive Benefits And Planning
    Gallagher Dec 2017 - Present
    Rolling Meadows, Il, Us
  • Southcap Brokerage Group, Llc
    Sales Vice President
    Southcap Brokerage Group, Llc Jan 2017 - Present
    Atlanta, Ga, Us
    SouthCap is an advanced life insurance planning firm that specializes in assisting registered investment advisors, wealth managers, and other insurance professionals with the analysis, design, and implementation of your clients' life insurance portfolios. By working along side our advisor partners through every step of the planning process, we are pioneering the distribution of life insurance by allowing you to take control. As an independent agency, we provide unbiased market access and expertise, allowing you to preserve, protect, and propel your wealth.Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor
  • Principal Financial Group
    Managing Director & Principal Securities Investment Adviser Representative
    Principal Financial Group Apr 2011 - Dec 2016
    Des Moines, Iowa, Us
    Player-coach. Built relationships to recruit and develop a team of advisors to attract clients as a part of the Illinois Business Center Team. Worked to deliver financial solutions using insurance, investments and retirement plans for families and growing businesses.
  • New York Life Insurance Company
    Partner
    New York Life Insurance Company Jul 2007 - Apr 2011
    New York, New York, Us
    Personally recruited top talent to create a team of agents focused on marketing New York Life products. Highest production for the month of December (2009) in our region of over 100 Partners.
  • New York Life Insurance Company
    Financial Services Professional
    New York Life Insurance Company Nov 1999 - Jul 2007
    New York, New York, Us
    Early achievements include qualifying for New York Life’s Council national trips (2003-2007) and industry membership with the Million Dollar Round Table (MDRT). Simultaneously pursued further education to bring more credibility to client recommendations as a young agent (CFP & CLU).

Doug Clermont, Cfp®, Clu® Skills

Business Development Staff Development Retirement Planning Life Insurance 401k Strategic Financial Planning Disability Insurance Insurance Series 7 Retirement Estate Planning Fixed Annuities Investments Long Term Care Mutual Funds Long Term Care Insurance

Doug Clermont, Cfp®, Clu® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning And Services
  • Augustana College
    Augustana College
    Business Administration

Frequently Asked Questions about Doug Clermont, Cfp®, Clu®

What company does Doug Clermont, Cfp®, Clu® work for?

Doug Clermont, Cfp®, Clu® works for Gallagher

What is Doug Clermont, Cfp®, Clu®'s role at the current company?

Doug Clermont, Cfp®, Clu®'s current role is Area Vice President - Life Insurance, Executive Benefits and Planning.

What is Doug Clermont, Cfp®, Clu®'s email address?

Doug Clermont, Cfp®, Clu®'s email address is dc****@****oup.com

What schools did Doug Clermont, Cfp®, Clu® attend?

Doug Clermont, Cfp®, Clu® attended The American College Of Financial Services, Augustana College.

What skills is Doug Clermont, Cfp®, Clu® known for?

Doug Clermont, Cfp®, Clu® has skills like Business Development, Staff Development, Retirement Planning, Life Insurance, 401k, Strategic Financial Planning, Disability Insurance, Insurance, Series 7, Retirement, Estate Planning, Fixed Annuities.

Who are Doug Clermont, Cfp®, Clu®'s colleagues?

Doug Clermont, Cfp®, Clu®'s colleagues are Michael Kearney, Michelle Santome Waugh, Marsha Noah-Twilley, Marie Bruzdowski, Clayton Mccrindell, Elena Ibarra, Sarah Bickerstaff.

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