Jack Bergmans

Author and Public Speaker @Bequest Insurance

Scarborough, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2016 — Present

Author and Public Speaker @Bequest Insurance

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CA

Multiplying Generosity, and Ripple EffectJack is also an author of Ripple Effect and co-author of Multiplying Generosity. These acclaimed books and online CE credit courses take a deep look into the best practices of using insurance products for philanthropic and tax planning purposes. Multiplying Generosity is a book for fundraisers on creatively using insurance to increase legacy gifts. Ripple Effect helps financial advisors to significantly grow their business with insurance and philanthropy.Self paced online 4CE credit course for financial advisors please visit: paced online 4.5 CE credit course for CFRE fundraisers please visit: books and books with online CE courses please visit:http://hilborn-civilsectorpress.com/products/multiplying-generosity-and-ripple-effectMultiplying Generosity, and Ripple EffectJack Bergmans and his co-author Marlena McCarthy are often asked to speak with groups of Charitable Donors, Professional Fundraisers and Financial Advisors about the tremendous benefits and best practices of using life insurance for charitable giving.

EDUCATION

N/A

George Brown College

Hotel Management

SKILLS

Estate PlanningRetirement PlanningInsuranceWealth ManagementMutual FundsInvestmentsInvestment StrategiesAsset AllocationAsset ManagmentStrategic Financial PlanningPortfolio ManagementInvestment AdvisorySecuritiesEquitiesRetirementRelationship ManagementInvestment ManagementFinanceFinancial ServicesFinancial AdvisoryFinancial PlannersAsset ManagementAlternative InvestmentsWealth Management ServicesHigh Net Worth IndividualsEtfsWealthFixed AnnuitiesBondsTravel InsuranceFinancial PlanningManagementFixed IncomeStrategic PlanningRisk Management

ABOUT JACK BERGMANS

Jack Bergmans is a Certified Financial Planner ®/CFP® President and founding partner…

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Jack Bergmans — Author and Public Speaker at Bequest Insurance in Scarborough, ON, CA | Unifers