As a seasoned financial service professional, Jeff is an industry veteran in Non-Qualified Deferred Compensation plan design and implementation. In regard to life insurance, Jeff brings his expertise to businesses with highly compensated executives, and affluent clients. Jeff believes that affluent clients should NOT be subject to cookie cutter underwriting standards that the industry applies to most individuals. Through his creative life insurance approach and thought process, Jeff has placed several hundred million dollars of life insurance death benefit for his clients.
Jeff has been recognized for his accomplishments and dedication to his clients throughout his career. He has achieved the distinction and honor of becoming a Lifetime Member of the Million Dollar Round Table (MDRT), a qualifying member of the Top of Table and a three-time recipient of the Quality of Life Award. MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance standards and ethics.
In addition to being the leader of the BPG Team, Jeff enjoys spending time outdoors hunting and fishing, and loves spending time with his family and being a grandpa to his grandchildren.
*MDRT is the Premier Association of Financial Professionals Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world’s life insurance and financial services professionals from more than 500 companies in 70 nations and territories. www.mdrt.org
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be constructed as an endorsement of the advisor or any client nor are they representative of any one client’s evaluation.