Gerald Ray

Tax, Tax Planning, Insurance, Long Term Care
States: California, Utah

About

Jerry is a graduate of Brigham Young University and has spent the past 28 years as a financial services professional. Most of his efforts have been focused on assisting individuals and business owners solve complex issues associated with their business, estate, and tax planning. He is committed to the exercise of seeking, sorting, and implementing any rational strategies that legally and ethically reduce the tax burdens imposed on his clients.

In addition to holding a securities license, Jerry is also licensed to represent numerous insurance carriers, which enables him to provide various insurance products for his clients. Whether you need to continue saving, cover significant expenses or plan for wealth transfer, talk with your Ameriprise advisor for advice on how life insurance may fit into your financial picture before and during your retirement.

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What kinds of life insurance do you suggest?

That really depends.  We use different types of policies to solve different problems.  I can help you in clarifying the possible problems we are trying to solve and then recommend what makes sense.

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