Gary J. Wilberg Email and Phone Number
Gary J. Wilberg work email
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Gary J. Wilberg personal email
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Gary J. Wilberg phone numbers
Mr. Wilberg is an advanced insurance planning advisor that focuses on implementing and integrating legal, banking and insurance structures for businesses, executives, and high net worth families. He has extensive experience in the analysis, design, and implementation of sophisticated solutions to address asset protection, wealth creation, estate tax mitigation, executive compensation and retention, buy/sell, key man, premium financing, and private placement.Mr. Wilberg is appointed with the country’s leading insurance carriers: Pacific Life, Nationwide, Penn Mutual, Prudential, Lombard, Crown Global, and John Hancock. Mr. Wilberg brings to the table extensive experience and connections to the country’s leading Banks, Estate Planning Attorneys and Trust Companies to orchestrate solutions for his clients.He has been recognized by Northwestern Mutual, Pacific Life, Prudential, and Penn Mutual as a leader in the industry.Specialties: Concentration in Advanced Insurance Planning including Taxation, Estate Planning, Asset Protection Planning, Family Offices and Business Planning.Mr. Wilberg and his wife live in the Chicago suburbs and are blessed with 4 children and one grandchild. They are proud that 2 of their children are serving the country in both the Air Force and Navy. Mr. Wilberg earned his Eagle Scout in 1971.“Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.”
Cool Springs Financial
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Managing DirectorCool Springs Financial Mar 2020 - PresentFranklin, Tennessee, UsCool Springs Financial is a financial solution organization dedicated to providing security for you, your family and your business by creating financial strategies with unparalleled benefits. Our group has been the architect of multiple premium finance platforms that have executed more than $8 billion in transactions, all without any clients writing a premium check.
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Custom BrokerLombard International Group May 2018 - PresentLondon, England, GbI represent 2 very distinct and sophisticated solutions in the Insurance Industry both of which are provided by Lombard. For my High Networth clients who want to reduce taxable passive income from their portfolio, I bring the Private Placement Life Insurance programs. For U.S. Tax-Exempt Institutional Investors (Institutions) such as Pension Funds, Foundations and Endowments are subject to U.S. tax on Unrelated Business Taxable Income (UBTI) on certain directly held assets, including investment funds and alternative investments. By purchasing a properly structured Group Variable Annuity (GVA) from Lombard International, which invests in these types of assets through an Insurance Company Separate Account . As a result, the Institution can reduce taxes otherwise imposed on direct asset holdings and simplify the administrative complexity of the transaction and, as the SA holder, remains solely responsible for all tax related federal K-1 and state filings associated with the assets. -
Institutional SalesLombard International Group Jun 2016 - PresentLondon, England, Gb
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AgentPacific Life 2013 - PresentNewport Beach, Ca, Us -
OwnerLion Street 2013 - Mar 2020Austin, Texas, Us -
Financial Representative - Executive Benefit SpecialistNorthwestern Mutual Financial Network Jun 2007 - Apr 2013Milwaukee, Wi, UsI rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, we can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let me know how I might be able to help you realize your vision for the future. -
Managing PartnerThe Herman Draack Co. 1998 - 2006Herman Draack is an innovative, mid-tier management-consulting firm that ensures clients receive superior value in this changing economy. The firm was established in 1990 with a focus on project staffing and has grown into a premier consulting firm adding executive recruitment, project recruitment and human resources strategy implementation. Our greatest success has been our ability to partner with high growth organizations.
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PresidentVoice-Tel Of California 1990 - 1998National voice messaging service provider that became largest voice mail and voice messaging service provider in the country. First company to link voice mail users together to provide seamless voice messaging system between the US, Canada and Australia. Opened, staffed and operated four offices, each with sales, customer service and billing. Customers included individual consumers, small and large corporate accounts as well as national accounts. Cultivated customer base from zero to 20,000. Grew revenue base from zero to $3,500,000. Opened operations in Australia by franchisor in 1994.
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Account RepresentativeElectronic Form Systems, Inc. 1982 - 1998This was a once in a life-time opportunity! Computer Language Research – CLR – invented software to print tax returns for their Fast-Tax company. This software allowed Fast-Tax to stop printing blank forms, and then feeding them through “tractor feed line printers”. Remember those! I was hired by the President of CLR to attempt to sell this “in-house” code to other corporations who were using Xerox 9700 laser printers. Over the course of 9 years – we built that idea into a $14m/yr company. We revolutionized the way all Insurance Companies and Banks by eliminating all pre-printed forms, and manual document assembly. What a great way to start my career.
Gary J. Wilberg Skills
Gary J. Wilberg Education Details
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University Of Missouri-ColumbiaFinance & Marketing -
University Of Missouri Trulaske College Of BusinessMarketing & Ecomomics
Frequently Asked Questions about Gary J. Wilberg
What company does Gary J. Wilberg work for?
Gary J. Wilberg works for Cool Springs Financial
What is Gary J. Wilberg's role at the current company?
Gary J. Wilberg's current role is Retirement - Employee Retention - Private Corporation Pensions - Private Placement Life Insurance - Institutional Annuities.
What is Gary J. Wilberg's email address?
Gary J. Wilberg's email address is wi****@****att.net
What is Gary J. Wilberg's direct phone number?
Gary J. Wilberg's direct phone number is +163089*****
What schools did Gary J. Wilberg attend?
Gary J. Wilberg attended University Of Missouri-Columbia, University Of Missouri Trulaske College Of Business.
What are some of Gary J. Wilberg's interests?
Gary J. Wilberg has interest in Children, Education, Economic Empowerment.
What skills is Gary J. Wilberg known for?
Gary J. Wilberg has skills like Sales, Insurance, Leadership, Employee Benefits, Strategic Planning, Retirement Planning, Management, Retirement, Marketing, Investments, Business Planning, Estate Planning.
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