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Gonzalo Garcia
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General Session
April 19, 2017 | 4:30 PM

Simplifying Planned Giving with Life Insurance

Gonzalo M. Garcia, CLU, AgencyONE Insurance Marketing Group, LLC

  Gonzalo M. Garcia, CLU, is a Partner at AgencyONE Insurance Marketing Group, LLC, where he is responsible for sales support and advanced markets. Prior to joining AgencyONE, he spent two years with Credit Suisse as a Managing Director in the Fixed Income Division’s Life Finance Group, where he managed insurance company relations for the Group.

In 1992, Gonzalo joined current partners, Ed Leisher and Dennis Bartos, at The Potomac Group in Bethesda, MD, and helped grow the business until the sale to The BISYS Group, in 1998. He stayed with BISYS holding several senior positions, ultimately ascending to Executive Vice President and a key member of the senior management team before his departure in 2007.

Gonzalo is an active member of AALU (serving as Co-Chair on the Brokerage and Independent Distribution Task force), The Forum400 (serving on the Membership Committee and Chairing the Industry Partner Committee), NAILBA and SFSP.  Finally, he serves on the BGA Advisory Council for Prudential Life Insurance Company.

Gonzalo attended Rice University in Houston, TX, graduating with a Bachelor of Arts degree, in 1984, majoring in Management Studies and Psychology and subsequently went on to receive an MBA from The College of Insurance (now St. John’s University) in New York City, in 1985.
Featured Speaker: Steve Perry, Sacred Harvest

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