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Services

We are dedicated to continuing education on insurance and estate planning products, strategies, trends and advanced techniques. We also provide insurance seminars for leading law firms, CPA firms, business management firms, and other financial advisors in the high-net-worth strategic planning community. .

BUSINESS PLANNING

We provide a professional, objective, third-party assessment of current life insurance to help clients and advisors determine if they are still suited to achieve the insured's financial goals and performing as planned

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LIFE INSURANCE

We provide a professional, objective, third-party assessment of current life insurance to help clients and advisors determine if they are still suited to achieve the insured's financial goals and performing as planned

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DISABILITY INSURANCE

Intelligent and aggressive underwriting is the single most important factor in dictating the cost of insurance, yet very few insurance professionals truly understand the intricacies of the underwriting process.

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PENSION / PROFIT SHARING PLANS

We apply decades of experience to help our clients navigate this complex process, working closely with their legal, tax and financial advisors.

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ESTATE PLANNING STRATEGIES

We apply decades of experience to help our clients navigate this complex process, working closely with their legal, tax and financial advisors.

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A Step Ahead

The Gilbert Group, team includes some of the top insurance professionals in the field. Our principals average over 40 years of industry experience, and are recognized as leaders on a national, regional and local basis.

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Our Team

The Gilbert Group, team includes some of the top insurance professionals in the field. Our principals average over 40 years of industry experience, and are recognized as leaders on a national, regional and local basis.

Dennis J. Gilbert

PARTNER

Ashlee Gilbert

PARTNER

Marlon Jackson

AGENT

Hailey Gilbert

AGENT

Our Carriers

The Gilbert Group, team includes some of the top insurance professionals in the field. Our principals average over 40 years of industry experience, and are recognized as leaders on a national, regional and local basis.

What others are saying...

The Gilbert Group is Great! Most Importantly they are Trustworthy!
Vin Scully
Hall of Fame Broadcaster

Vin Scully