The Gilbert Group Insurance For Wealth Transfer Planning

www.gilbertgroupbh.com

The Gilbert Group of Beverly Hills is a nationally-acclaimed insurance advisory firm. The founder, Dennis Gilbert, has over 40 years of industry experience and is recognized as a leader on national, regional and local levels. Our team is comprised of top insurance industry professionals and our products have helped countless clients fund estate plans, protect their families, businesses and fulfill charitable intents. The Gilbert Group's business objective is to provide custom, sophisticated insurance-based wealth transfer strategies to high net worth individuals and families. Our clients include some of the world's most successful entertainers, athletes and executives. We make it a priority to remain at the forefront of tax laws and changes within the insurance industry. Our success is a direct result of our focus on market trends and our professional insurance expertise.

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The Gilbert Group of Beverly Hills is a nationally-acclaimed insurance advisory firm. The founder, Dennis Gilbert, has over 40 years of industry experience and is recognized as a leader on national, regional and local levels. Our team is comprised of top insurance industry professionals and our products have helped countless clients fund estate plans, protect their families, businesses and fulfill charitable intents. The Gilbert Group's business objective is to provide custom, sophisticated insurance-based wealth transfer strategies to high net worth individuals and families. Our clients include some of the world's most successful entertainers, athletes and executives. We make it a priority to remain at the forefront of tax laws and changes within the insurance industry. Our success is a direct result of our focus on market trends and our professional insurance expertise.

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Country

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State

California

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City (Headquarters)

Beverly Hills

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Industry

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Employees

1-10

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Founded

2012

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Estimated Revenue

$10,000,000 to $50,000,000

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Potential Decision Makers

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  • Receptionist / Administrative Assistant

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  • Partner

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