Gerry Frantz has been in the insurance and financial services industry since 1985 and has formed a unique practice through numerous avenues of service. Gerry has an extensive and impressive array of education, professional credentials as well as a profound list of boards she has served on and community involvement.
Gerry has been a member of the Million Dollar Round Table since 1992. As a seasoned veteran in the insurance industry, Gerry’s recommendations are direct and well planned when providing options for her clients. She is remarkably comprehensive and all the while having a personal and engaging rapport with her clients ~ producing a relationship that is beneficial for all.
Gerry calls herself a “Macromanager” ~ by collaborating the advice and specialty of your personal insurance agent, stockbroker, accountant, real estate agent, banker, and attorney with her own knowledge of life insurance and comprehensive planning ~ she ties your financial decisions together into one collective vision for the future. By combining these typical isolated elements of your financial life, you can expect benefits in tax savings, effective rates of return, better control of your money and improved risk management for a more enjoyable financial life.
Gerry stays current in her field by attending continuing education classes. She is a Registered Representative with Park Avenue Securities, has her CLU® (Chartered Life Underwriter).
Gerry also spent a number of years in education as an instructor of office occupations and placement. She believes strongly in proactively educating teenagers, particularly women in the realities of business life. She enjoys traveling with her husband, gourmet cooking, spending time with her two grown children and four grandchildren.
Registered Representative of Park Avenue Securities. AR Insurance Lic. 1126736 exp. 01/31/2021. CA Insureance License 0783263