Gene Peeples Email & Phone Number

Enterprise Solutions: Customized funding strategies to achieve objectives in business succession, deferred compensation and supplemental executive benefit plans; officer/director benefits and bank owned life insurance (BOLI) for community banks.Private Client Solutions: Providing business owners, executives, professionals and family offices with thoughtful strategies for estate planning, wealth transfer, retirement security and income tax efficiency.The Todd Organization does not engage in the practice of law or accounting. Anything contained herein dealing with legal, tax or accounting matters should be discussed with your legal, tax or accounting advisors. Gene Peeples is a Registered Representative of Northwestern Mutual Investment Services LLC, Suite 900, 1 Riverway, Houston, TX 77056, a wholly owned company of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), broker-dealer and member of FINRA and SIPC. Insurance agent of NM and other companies. The Todd Organization is independently owned and operated and not affiliated with NM or its affiliates. NM and The Todd Organization are not broker-dealers or investment advisors.

Listed skills include Executive Benefits, Estate Planning, Nonqualified Deferred Compensation Plans, Succession Planning, and 7 others.