Jerry Wilson – Independent Agent at CMG Life Annuity & Health
At CMG Life Annuity & Health, 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.
As a Certified Medicare Advisor and Licensed Life/Health Insurance Agent, 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.
Whether you’re an individual approaching retirement, a family seeking health coverage, or a business owner evaluating employee benefits, Jerry is committed to helping you make confident, informed choices.
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, or determining whether to continue employer group coverage.
- 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 through customized reimbursement strategies.
Jerry’s dedication to helping others understand their options ensures clients never feel rushed or pressured — only informed and confident.
Committed to Community and Service
Beyond his professional achievements, Jerry Wilson 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 and other retirement resources.
Jerry is also an active member of several professional organizations, including:
- Wisconsin Veterans Chamber of Commerce
- African American Chamber of Commerce
- Hmong Chamber of Commerce
These affiliations reflect his commitment to supporting local businesses, veterans, and diverse communities across Wisconsin.
A Life of Family, Faith, and Passion
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.
Experience You Can Trust
With decades of industry experience and a genuine passion for helping others, Jerry Wilson of CMG Life Annuity & Health is the trusted partner you need for your insurance planning. His commitment to education, service, and integrity ensures that every client receives personal attention and long-term support — not just at enrollment, but for years to come.
If you’re ready to explore your Medicare, ACA, or life insurance options, reach out to Jerry Wilson at CMG Life Annuity & Health today — and discover the difference a dedicated, independent agent can make.
🔷 Resident License: Wisconsin 🔷 E&O Coverage: Active 🔷 Experience: 6-10 Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Fixed Annuities, Life insurance, Medicare, Indexed Annuities, Retirement Income Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
