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Jeff Moore
President
Jeff L. Moore is recognized as one of the Rio Grande Valley’s leading experts in the field of business planning services, having dedicated over 10 years to helping small business owners, addressing four major areas of their concern:
- How to protect their business through proper succession planning so the unexpected doesn’t disrupt, cripple or even threaten the survival of the business.
- How to use corporate dollars on a selective basis to fund personal needs of the owners.
- How to attract and retain good employees
- How to protect the cash flow of their business and it’s operating expenses if they are prevented from working due to a covered illness or injury.
Jeff Moore has written several problem-solution articles on this subject for various publications including:
- Business TIPS for the Small Business Owners!
- Are you worried about passing your business to your heirs?
- You Can Have Your Cake and Eat it, Too?
As a member of the Inner Circle of Insurance and Financial Service Professionals, Moore is continually upgrading his wealth of knowledge on the subject of business planning, passing this information on to the community in the form of public speaking engagements, seminars and literature distribution, such as a his monthly newsletter on Business and Estate Planning issues for those small business owners who meet his ideal clientele.
In addition, he keeps the professional community abreast of new and changing retirement planning information by providing articles to financial centers of influence, including the area’s leading law firms and CPA firms.
Education
- Graduated from the University of Texas Pan American with a Bachelor's Degree in Broadcast/Journalism
GMI Honors and Accolades
- GMI has been honored by Mutual of Omaha with the following outstanding achievements.
- The Order of the Blue Vase
- Million Dollar Round Table Producer
- Chairman's Council Producer
- President's Club Producer
- Several Agent of the Month Awards for the Michael J. Fargnoli Division of Mutual of Omaha
- Multiple Agent of the year recognitions for the Michael J. Fargnoli Division of Mutual of Omaha
- Top Life, Disability, and Annuity Producer Awards for the Michael J. Fargnoli Division of Mutual of Omaha
- Gold and Silver Pyramid Achievement Awards
Community:
- Member of the McAllen Chamber of Commerce
- Member of the Valley Advertising Federation
- Participant in the Kidcare Program