At CMG Life Annuity & Health in Menomonee Falls, Wisconsin, Jerry Wilson has dedicated his career to helping individuals, families, and businesses make confident, informed decisions about their health and life insurance coverage. With more than 40 years of experience in the financial industry, Jerry brings clarity and compassion to an often-confusing process, ensuring every client receives the guidance and protection they deserve.

Areas of Expertise

As a Certified Medicare Advisor and Licensed Life/Health Insurance Agent serving Wisconsin, Jerry specializes in:

Individual and Group Medicare Enrollments
Affordable Care Act (ACA) plans
Individual Coverage Health Reimbursement Arrangements (ICHRA)
Voluntary Benefits including life, dental, vision, and long-term care insurance

His goal is simple — to simplify the complex insurance marketplace and provide solutions tailored to each client's unique situation.

A Personalized Planning Approach

Jerry's approach to insurance planning is rooted in education, transparency, and genuine care. Every client relationship begins with listening — understanding your needs, concerns, and long-term goals. His step-by-step process includes:

Listening: Taking time to understand your current situation, goals, and budget
Researching: Exploring available plan options from top-rated carriers
Reviewing: Comparing benefits, costs, and coverage to ensure the best fit
Assisting: Helping you enroll in the plan that provides optimal protection and peace of mind

Helping You Navigate Life's Transitions

Life brings change — and with change comes the need for smart insurance planning. Jerry takes pride in educating clients about how to handle major life events that can impact their coverage, including:

Turning 65 and Medicare Enrollment: Guidance on Medicare Supplement and Medicare Advantage plans
Loss of Coverage: Support for those losing insurance due to job loss, COBRA expiration, divorce, or aging out of a parent's plan
ICHRA Cost Savings Analysis: Helping employers save up to 20% on health insurance premiums

Community Commitment in Wisconsin

Beyond his professional achievements, Jerry is deeply involved in his local community. He volunteers as a Sunday School Facilitator at the New Testament Church of Milwaukee and serves at the McGovern Park Senior Citizen Center, where he assists seniors in navigating their Medicare options. Jerry is an active member of the Wisconsin Veterans Chamber of Commerce, African American Chamber of Commerce, and Hmong Chamber of Commerce.

Personal Life

When he's not working with clients or volunteering, Jerry enjoys spending time with his wife and family. He's an avid golfer, enjoys reading, and loves attending plays and movies. A proud Wisconsin native, he's also a passionate Brewers, Bucks, and Green Bay Packers fan.

Contact Jerry today to discuss your Medicare and retirement planning needs in Menomonee Falls, Wisconsin.

Financial Advisors in Menomonee Falls

Jerry Wilson | CMG Life Annuity & Health Insurance Expert