Gerald Applefield
principal at barry evans josephs and snipes bejs @ Barry, Evans, Josephs, and Snipes (BEJS)
Charlotte, North Carolina, United States
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Gerald Applefield is a highly experienced professional with 22.8 years of work experience in the insurance industry. He specializes in clu, chfc, and insurance. Based in the United States, Gerald offers insurance-based solutions to preserve client priorities and manage economic risk. He helps individuals preserve their legacy and protect their families, businesses, and retirement assets. With a focus on preserving their priorities, Gerald offers institutionally priced products to reduce costs and enhance value for clients. His insurance portfolio audit and review ensures that your program is designed and competitively priced to maximize your priorities.
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Emails and Phone Numbers

@bejs.com
@bejs.com
+1 704970****
+1 704333****
+1 704333****
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About

BEJS - PRIORITIES PRESERVED I offer insurance based solutions to preserve client's priorities and manage economic risk associated with death, disability, or critical illness. By managing risk I help individuals preserve their legacy and protect their families, their businesses, and their retirement assets when the "need moment" occurs. At Barry, Evans, Josephs and Snipes (BEJS) we offer institutionally priced products designed to reduce costs and enhance values for clients who qualify. Our insurance portfolio audit and review will assure you that your program is properly designed and competitively priced to effectively preserve your priorities. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Barry, Evans, Josephs & Snipes is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. Nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

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Work Experience

1100 Kenilworth Ave, Charlotte, NC, 28204, US

Insurance

15
Phone
+1 7043338461

Gerald Applefield's Professional Milestones

  • Principal (2001-01-01~): Building a strong and dynamic faculty system to foster academic excellence and professional growth.
  • principal at barry evans josephs and snipes bejs : Implementing strategic plans for strategic growth and financial stability, driving business growth for Barry Evans JSEPPES and S

Education

University of Georgia - Terry College of Business
University of Georgia - Terry College of Business

Business Administration And Management,

General

1972-1976
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