Professional
Before Gerry can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Gerry.
Gerry Maurer began his business career with American Airlines in New York City. After his Navy service, he settled in Seattle, owning and operating several private businesses prior to joining Northwestern Mutual Financial Network in 1985.
Gerry Maurer's practice is focused on estate preservation and transfer, as well as business succession solutions and executive benefits. In estate analysis, Gerry's primary focus is on helping clients articulate their goals and objectives, visualizing the legacy they want to create for their family and community. He also assists his clients in realizing their philanthropic goals as part of their overall estate.
He works with privately held companies to understand their goals for business growth, succession and transition. This often includes assisting with solutions for the exit strategies for the owner(s).
Gerry received his Bachelor’s in Economics from Stanford University and Master’s of Business Administration from Columbia University in New York. He has also earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College and the AEP designation from the National Association of Estate Planners & Councils.
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The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism. |
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