Gerald P. R. Sacks

Gerry entered the Life Insurance business in 1969 and has consistently been among the top in the industry.  He has presented, developed, and implemented Charitable Planning, Business Succession Planning and Estate Planning programs for numerous businesses, charities and individuals throughout the United States.

In addition to writing industry specific books, Gerry has recorded DVDs and CDs on Charitable Planning, Business Succession Planning, Estate Planning, Retirement Planning and marketing techniques presently being used by major insurance companies and organizations.

For many years, he taught classes for CE credits to Attorneys, CPAs, and financial advisors across the United States.

He is a charter Member of the Top of the Table (1977).  A 35 year qualifying member of the Million Dollar Round Table and was President of The Forum 400 (formerly the Twenty-Five Million Dollar International Forum) in 1997.

Gerry is regularly invited to speak across the U.S. and internationally.  Gerry was a main platform speaker at the Top of the Table, the Twenty Five Million Dollar International Forum and the Million Dollar Round Table.  He also presented on the Main Platform of the Asia Pacific Life Insurance Conferences (APLIC) in 1999, 2001, 2007 and 2009.

In 2009 and 2010, he spoke at various industry conferences in Boston, Los Angeles, Pepperdine University, Atlanta, Houston, Chicago, New Orleans, and New York.  In 2010, he was a speaker at the Forum 400 Annual Conference.

He is a regular guest speaker at business schools across the United States, and continues to do so for 2012.

Gerry recently had articles appear in The MDRT Round Table and The Forum 400 magazines.

Gerry’s practice concentrates on assisting high net worth families with asset protection, business succession planning, estate planning, and in general, solving issues that arise when one is lucky enough to have amassed wealth.  He works jointly with attorneys, CPAs, stock brokers and financial advisors across the country.

He and his wife Gloria, their four children, and three grandchildren reside in Houston, Texas.