Jerry Vanderzanden, CLU, ChFC is an Insurance Planning Specialist assisting clients of investment advisors and wealth managers with implementation of suitable insurance solutions in the client’s best interest, especially wealthy families. This includes retirement planning, tax-efficient investing, and estate planning, Jerry is also a Certified Insurance Fiduciary® providing insurance analytics and associated consulting services. Prior to resuming his professional insurance solutions and consulting activities, he held executive roles at insurance companies and senior leadership roles at a broker-dealer, a general agency, and a national insurance marketing organization covering a wide range of areas such as insurance distribution, product management, and advanced planning.