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 H. Jerry Wilson

Profile/Mlission

Profile

Jerry entered the fmancial services business in 1977. Working primarily with individuals and families. Evolving into the business market over the years. Working with professionals and closely held business in the development of financial, business and estate plans in conjunction with the client’s attorney and other advisors.

Qualifications

  • Certified Senior Advisor
  • Chartered Life Underwriter
  • Chartered Financial Consultant

    • Mission

    Each person or business is unique and the financial solution must be tailored to meet their individual or business needs.

    Therefore I pledge:

  • To provide my clients with the highest quality insurance and related financial     products
  • To provide impeccable service, service that develops long-term and close     relationship with each client.
  • To have my clients place their utmost trust in me and know I will have their best     interest at heart.

    • My Objectives Are:

  • Superior Policyholder Service
  • Unquestioned Integrity
  • To represent Fine Companies with Outstanding Financial Strength

    • H. Jerry Wilson CLU, ChFC, CSA
    Loveland, Ohio 45140
    Bus: (513) 575-5215 Fax: (513) 575-2399

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