American Capital Management & Insurance Group (A.C.M.I.)
The One Stop Shop for Integrated Financial and Insurance Services
The many different facets of our lives are inherently interconnected especially where our families are concerned. When dealing with the well being, long term protection and security of those closest to us we want to make sure we have all the bases covered.
That’s why at A.C.M.I. we believe in an integrated portfolio of products all available under one roof. When it comes to financial and insurance planning it is hugely beneficial to be able to plan and implement strategies that work well together and offer the best options, benefits and tax advantages.
Shelly Gerard, the owner and principal of A.C.M.I., has spent his career helping clients tailor customized suites of products and policies to fit their specific needs. He believes in long term relationships and as his client’s needs change Shelly will be there to help and advise. The best strategies to meet the needs of a growing family should always take into account short term protections as well as working hard for them in the long haul.
Shelly has over 30 years experience in the financial and insurance industries, including managing his own accountancy and tax practice. Recognizing the drawbacks and pitfalls related to agents who can only offer individual products, Shelly established his business in 1992 offering clients the benefit of his integrated approach. While many agents out there have few, if any, qualifications or certifications, Shelly strongly believes in fully understanding the industries and products he represents – how else could he best advise his clients.
In addition to being a fully licensed insurance agent, Shelly completed his LUTCF (Life Underwriter Training Council Fellow) certification in 1996. LUTCF training and credentials cover a broad spectrum of financial, insurance and benefits products and planning concepts including:
- Personal Estate and Retirement Planning
- Personal Insurance
- Disability Income Insurance
- Employee Benefits
Shelly has also been recognized by the IARFC (International Association of Registered Financial Consultants) having acquired “professional distinction” as a Registered Financial Consultant. The IARFC, founded in 1984, is a non-profit professional association dedicated to educate, train, support and advance the professionalism of financial advisors who are helping people spend, save, insure, invest and plan for the future.
Another great benefit Shelly brings to his clients is the fact that he holds a “Series 7” brokerage license and can therefore act on his clients' behalf buying and selling a wide variety of financial instruments.
Whether you need a single product or wish to take advantage of an integrated investment and insurance strategy, A.C.M.I. is the place to call. Shelly Gerard’s experience and industry knowledge helps him work with you to find the best solution and optimum coverage to match your needs perfectly.
Call Shelly Gerard 480-946-3435
Protect your wealth - Insure your health
