Gary J. Wilberg
Retirement - Employee Retention - Private Corporation Pensions - Private Placement Life Insurance - Institutional Annuities
- Role
- Managing Director at Cool Springs Financial
- Location
- Naperville, IL, US
- LinkedIn followers
- 500 followers
About Gary J. Wilberg
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.”
Experience
Managing Director
Mar 2020 — Present
Cool 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.
Education
University of Missouri-Columbia
BSBA, Finance & Marketing
1975 — 1979
University of Missouri Trulaske College of Business
BSBA, Marketing & Ecomomics
1975 — 1979
Skills
- Business Planning
- Leadership
- Disability Insurance
- Banking
- Estate Planning
- Sales
- Life Insurance
- 401k
- Employee Benefits
- Financial Planning
- Insurance
- Networking
- Fixed Annuities
- Series 7
- Management
- Financial Analysis
- Human Resources
- Recruiting
- Selling
- Customer Service
- Retirement
- Strategic Financial Planning
- Business Intelligence
- Long-Term Care
- Investments
- Marketing
- Series 63
- Strategic Planning
- Retirement Planning
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