Jerry Bowman

Jerry Bowman

Benefits Specialist @ SUMMIT BENEFITS ALLIANCE

About

25+ years in financial services and a commitment to continual learning continues to empower us to help you navigate the tumultuous waters of health benefits. We continue to seek out and lock arms with cutting edge service providers to help you maximize your healthcare dollar. Whether it's patient advocacy, reducing or eliminating co-pays and deductibles, cutting prescription costs, or helping our clients save 30-40% over their "entry-level" ACA / ObamaCare; we want to be your "go-to" solution to your health coverage challenge. Roget's International Thesaurus defines "Catalyst" as Causer, Instigator, or Transformer. My passion is to be a catalyst in people's lives. While I focus my efforts on effecting transformation in financial affairs, our lives are so intertwined that our financial integrity affects all aspects of our well-being. We want you to worry less and live more!

Country

United States

City

Harrisonville

Industry

Financial Services

Skill

Small Business, Leadership, Insurance, Mortgage Lending, Loans, Start-ups, Employee Benefits, Finance, Wealth Management, IRAs, Sales, Retirement, Financial Services, Sales Management, Life Insurance, Banking, Disability Insurance, 401k, New Business Development, Whole Life

Experience

SUMMIT BENEFITS ALLIANCE

Benefits Specialist

SUMMIT BENEFITS ALLIANCE

LinkedIn
2010-2 - Present · 16 yrs 8 mos
Heartland Equity Solutions

Equity Catalyst

Heartland Equity Solutions

2009-8 - 2011-7 · 2 yrs

Heartland Equity Solutions

Areas of greatest impact are: College Funding & Planning: We're committed to educating the student without evaporating the parents retirement Life & Health Insurance: Here our commitment is on protecting your assets not paying for your asprins.

Bank of Blue Valley

Loan Orgiinator

Bank of Blue Valley

2009 - 2011 · 2 yrs
United First Financial

Division Manager

United First Financial

LinkedIn
2008 - 2010 · 2 yrs
Gateway Mortgage

Branch Manager

Gateway Mortgage

LinkedIn
2003 - 2009 · 6 yrs
Clay PLatte BNI Chapter

Member/Past President

Clay PLatte BNI Chapter

2004 - 2008 · 4 yrs

The Clay PLatte Chapter of BNI has been consistently designated by the Regional Director of BNI as a showcase chapter. Many start-up chapters have attended Clay Platte meetings and then gone back to their chapter and been more successful in building a solid chapter.

Northland Regional Chamber of Commerce

Member

Northland Regional Chamber of Commerce

1996 - 2007 · 11 yrs
MOVIN' IN, INC

Vice President, Co-Owner

MOVIN' IN, INC

1997-1 - 2002-4 · 5 yrs 4 mos

MOVIN' IN was a Data Base Marketing company specializing in creating and distributing New Mover lists to entities in the mid-west wanting to establish relationships with new residents in the local market(s).

Education

Mississippi State University

Mississippi State University

LinkedIn

Engineering

Jerry Bowman's Contact Information

Email

******@***.com

Phone

(**) *** ****

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