Jerry Mathis CLU, ChFCVice President - Retirement Plans Specialist
|ARM Insurance Agency
Jerry Mathis has been a resident of San Antonio since 1978. He entered the financial services industry in 1983 after a successful career in the automotive aftermarket. During his first two years in the insurance business, Jerry qualified for the Frost Bank Rookie of the Year Award, The Bankers Life Presidents Early Achievement Award, Bankers Life Premier Club and Century Club. He also qualified for the Million Dollar Round Table, the National Sales Achievement award, the National Quality Award, and the Texas Leaders Round Table.
In 1985, Jerry accepted a position as unit supervisor for the Bankers Life of Des Moines, Iowa. For the next two years he was responsible for recruiting and training new sales associates for the company. He returned to personal production in 1987, while continuing to work with agents as an advanced underwriting consultant.
Jerry earned the Chartered Life Underwriter designation from the American College in Bryn Mawr, Pennsylvania in 1986 and the Chartered Financial Consultant designation from the same institution in1988. Since 1991 He has been an active member of the San Antonio Chapter of Financial Service Professionals, and has held several executive positions with that organization, most recently Dierctor of Membership 2013-2014. In 1991 he earned the LUTCF designation from the Life Underwriters Training Council in Bethesda, Maryland.
. He has been a frequent moderator for the LUTC program, teaching business insurance, personal insurance, advanced business planning, estate planning, and personal retirement planning. Jerry served three years on the national textbook review committee for the advanced sales series of courses for LUTC. From 1994 to 1997, he served as chairman of the LUTC program for the San Antonio Association of Insurance and Financial Advisers.
From 1997 through 2003, Jerry served the San Antonio chapter of the National Association of Insurance and Financial Advisors as a Director, Officer, President, and as Immediate Past President for the year 2003-2004. In January, 2006, Jerry was inducted into the NAIFA-San Antonio “Hall of Fame” an honor bestowed on only 17 other individuals in the 76 year history of the organization.
In August of 1990, Jerry co-founded the M.A.R. Financial Group, and today serves as life and retirement plans development manager for that firm.
Jerry speaks regularly to industry groups on the topic of changing trends in insurance marketing. Jerry has authored numerous articles for the trade press and general interest publications on the topics of managing a successful insurance agency, changing markets for insurance, and others. In addition, Jerry has registered M.A.R. Financial Group as an authorized provider of continuing education courses to insurance agents throughout Texas