About Jerry Lober

Click my picture for view my certifications


My Name is Jerry Lober.

Click on my photo to see my qualifications. I am a Certified Estate Advisor, Vietnam Veteran 67-71 and small business owner.

Since 1985 I have been a Insurance Broker who looks for the best value in insurance products. In the last ten years I have been very helpful with business owners to increase their retirement savings and converting some of it to tax free income.

Our Vision has been to educate clients of the many legal ways to use Insurance and safe investment products to increase your net worth before retirement.  

I am committed to delivering solutions that are designed to not only save clients’ money but also weather volatile economic downturns. We make this affordable by showing you how to trade in your current insurance now and end up getting all your premium back by retirement and much more.

We look forward to being of service to you and your family.


Got Questions?

Tuesday - Saturday
9am - 5pm

We look forward to being of service to you and your family by phone or internet.