Jerry Middel
Principal @Financial Designs Ltd
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WORK HISTORY
Principal @Financial Designs Ltd
Denver, CO, US
Jerry Middel has been with Financial Designs Ltd. since and serves as Principal to high net worth families and successful companies. His specialization is compensation and benefits for key executives. In addition, Jerry works closely with community banks in the area of executive benefit planning and bank-owned life insurance (BOLI) administration.Prior to merging with Financial Designs, Jerry was the President of Executive Benefits Administrators, a company he founded in 1994. Prior to that, Jerry was national practice leader in the area of executive compensation and benefits for Sedgwick, at the time, one of the top five consulting firms in the U.S.Jerry attended Calvin College and continued his studies at The American College. He holds the professional credentials of Chartered Life Underwriter (CLU®) and Chartered Life Financial Consultant (ChFC®).He is a member of the Denver Estate Planning Council, the Denver Association of Life Underwriters, and the American Society of CLU and ChFC. Jerry is active in the community and has served on the boards of Denver Kids, Inc, Providence Network, Leaders Challenge, and The Charitable Fund. Jerry is active in community affairs and has received Colorado’s National Philanthropic Day \"Outstanding Volunteer\" and the Minoru Yasui Awards.CA Insurance License #05•••86AR Insurance License #290132
SKILLS
ABOUT JERRY MIDDEL
Financial Designs Ltd.(FDL) helps families, individuals, and companies by providing innovative wealth transfer and executive benefits solutions. We have served our clients for more than five decades, offering independent, objective advice. As a Member Firm of M Financial Group, FDL offers clients access to institutionally priced, proprietary insurance products that are unavailable through the traditional retail or brokerage channel. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Financial Designs Ltd. is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. CA Insurance License #05•••86 AR Insurance License #290132
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