Independent Agent at CMG Life Annuity & Health
Menomonee Falls, Wisconsin
Jerry Wilson | CMG Life Annuity & Health Insurance Expert, Independent Agent, is a licensed independent financial professional at CMG Life Annuity & Health in Menomonee Falls, Wisconsin with 8+ years of experience. Specializing in Fixed Annuities, Life Insurance, Medicare. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 262-432-9600 / 262-777-9378
Email: [email protected]
Website: https://www.cmglah.com/
Licensed Independent Financial Professional · 8+ Years Experience · SafeMoney Certified™
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.
As a Certified Medicare Advisor and Licensed Life/Health Insurance Agent serving Wisconsin, Jerry specializes in:
His goal is simple — to simplify the complex insurance marketplace and provide solutions tailored to each client's unique situation.
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:
Jerry takes pride in educating clients about how to handle major life events that can impact their coverage, including:
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.
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.
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Jerry Wilson | CMG Life Annuity & Health Insurance Expert at CMG Life Annuity & Health offers Fixed Annuities, Life Insurance, Medicare in Menomonee Falls, Wisconsin. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Jerry Wilson | CMG Life Annuity & Health Insurance Expert is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.