I’m Jerry Baxter, Principal/Owner of Cornerstone Insurance Solutions, LLC.  During my career working with business owners, employees, individuals and retirees, I learned that experience, ideas and concepts, not “products,” were what people desired to hear about the most.  My clients have responded to my advice because of what I know, and how I treated them…not necessarily because I maintained the “hot” product d’jour or the cheapest commodity currently on the market.

I also know that “life happens,” so flexibility has been key to the success of any plans we made (or will make or adopt).  Business and personal circumstances evolve, government intervenes, good and/or bad things come up….and lives can change.  Properly designed insurance plans can protect you and your family against ill health and accidents, the inability to earn an income (disability) and even offset the effects of an untimely death.

And, as you grow older, you should be preparing your “escape” - your opportunity to leave the working world behind and start doing what you want to do with the rest of your life.  Since you’ve made it to this point (retirement), today’s statistics say you’re likely to have a good many years to do the fun things you may have been dreaming about.  But surely you don’t want to “risk” what you’ve worked so hard to accumulate….there are safe, tax advantaged steps you can take to preserve and distribute that nest egg.   

Uncovering alternatives for you, especially seldom revealed concepts or ideas that are less talked about, and helping you safely accomplish your business and/or financial goals is my calling.  Our undertaking will be a continuous process where I thoughtfully listen; we identify problem areas, and then creatively implement comprehensive insurance solutions that will bring clarity and guarantees to any unclear, uncertain or confusing issues.