Financial advisor
Core Focus Areas:
- First Responders
- Medical Plan Cost Reduction Strategies
- Policy Audits
- Succession and Wealth Transfer Strategies
- Buy-Sell Funding & SERPs
- Premium Financing
- Critical & Chronic Illness Solutions
Gerald Kaleal’s initial business that he founded had a single goal in mind- to develop and implement unique internet based marketing strategies for closely held businesses. His goal was to help business owners increase their top line revenues and in turn, improve the enterprise’s net income. Throughout this process, Gerald saw first hand the value of state of the art planning, cost reduction ideas, and delivering new ideas.
Today, as an advisor for TKO, Gerald continues to focus on areas whereby he can add value and bring innovative ideas and products to his clients.
Gerald presently holds his life, health and annuity licenses and attended John Carroll University.