Pettus C. (Pete) Gibbons, MEd, CLU, ChFC, LUTCF, AEP's Email Addresses & Phone Numbers

📖 Summary

With over 40 years experience in the financial services industry, Pete began his career as an agent with Home Life of New York. The training program available with Home Life in estate and business insurance led him to the advanced markets. Combining this acumen with his natural abilities to get ideas across well to groups, he worked with agents, training, consulting, and doing joint casework. Just prior t joining New York Life, Pete was working in design, development and marketing with Kettley publishing company. Pete holds a BBA and Masters of Education from the University of Memphis. His professional designations include Chartered Life Underwriter, Chartered Financial Consultant, Life Underwriting Training Council Fellow, Accredited Estate Planner and he has completed and taught the AMTC program sponsored by the General Agents and Managers Association. Pete has served as president of the Memphis Chapter of the Society of Financial Service Professionals. He has also taught LUTC and CLU classes for over 20 years. Pete currently serving on the board of the National Association of Estate Planners and Councils (NAEPC) As a board member he has created and manages the Foundation’s Public Information Website Estateplanninganswers.com. Working for the National Association of Estate Planners and Councils Pete has created the PowerPoint presentations used for National Estate Planning Week. Pete also serves as a board member of The Synergy Summit. Pete has been a speaker for many industry events and conventions, and been published in industry trade journals on a number of occasions. He was most recently published in the CCH Practical Estate Planner with an article on the taxation of life insurance. Specialties:Life Insurance Planning Life Insurance Taxation Estate Planning Asset Protection Tax Planning Trust and Estate Administration Business Creation/Succession Charitable GivingAdvanced Planning Consultant @ work with agents to brainstorm cases, answer tax and legal questions. Work with agents and their clients to solve business and estate planning issues. At the Advanced Planning Group we provide excellent backup for our agents in the field to help their clients and work with their client's advisors. From June 2002 to Present (13 years 3 months) Director @ From January 2002 to Present (13 years 8 months) Board Member @ From January 2010 to January 2011 (1 year 1 month) Director of Education and Training @ From July 1995 to June 2002 (7 years) Training Consultant @ From 1988 to 1995 (7 years) Director of Training and Agent @ Tranining and joing field work with agents From February 1974 to January 1987 (13 years) Training Director @ Trained and did joint case work with new agents From January 1970 to June 1973 (3 years 6 months) Life Product Consultant @ Worked with property and casualty agents that had an INA appointment to increase their life insurance sales. From January 1968 to February 1973 (5 years 2 months) Agent @ Agent ... My first job in the financial services industry From January 1966 to January 1973 (7 years 1 month) CLU, Life insurance and estate planning @ The American College From 1978 to 1982 MEd, Education @ The University of Memphis From 1968 to 1974 BBA, Marketing @ The University of Memphis From 1960 to 1967 ChFC, Financial planning and Tax @ The American College Pettus C. (Pete) Gibbons, MEd, CLU, ChFC, LUTCF, AEP is skilled in: Estate Planning, Life Insurance, Financial Planners, Asset Protection, Charities, Retirement Planning, Long-term Care, Fixed Annuities, Retirement, Strategic Financial..., Insurance, Disability Insurance, IRAs, Wealth Management, Term Life Insurance, 401k, Financial Services, Pensions, Mutual Funds, Securities, Financial Advisory, Personal Finance, Wealth, Wealth Accumulation, Investment Advisory, Long Term Care Insurance, Personal Financial..., Small Business, Investments, Employee Benefits, Wealth Management..., Health Insurance, Series 7, Asset Allocation, Series 63, Income Protection, Critical Illness, FINRA, High Net Worth..., Investment Strategies, Underwriting, Asset Management, Portfolio Management, Series 24, Investment Management, Estate Tax Planning, Defined Benefit, Series 6, Alternative Investments, 401k Rollovers