10810 Executive Center Dr
The Charitable Conversation
September 26, 2019
Jerry D Coats, ChFC, CLU, AEP, CAP
Please join us to learn from Jerry D Coats, ChFC, CLU, AEP, CAP of Insight Wealth on how to create much larger gifts from more donors.
Jerry D Coats, Insight Wealth, is a Chartered Financial Consultant, Life Underwriter,and Advisor of Philanthropy who uses his knowledge to articulate and advance their highest aspirations for self, family, and society. He is also an Accredited Estate Planner (AEP®) through the National Association of Estate Planners & Councils, having earned his graduate level specialization in estate planning designation in addition to already-recognized professional credentials within the various disciplines of estate planning.
Jerry is a Member Agent of the Nautilus Group* in Dallas, TX, a service of New York Life Insurance Company, and an Investment Advisor Representative with Eagle Strategies LLC. He is a member of the National Association of Estate Planners and Councils, Past Board Member and Member of Central Arkansas Estate Planning Council, Past President and Member of Society of Financial Service Professionals (SFSP) – Arkansas, Member of Arkansas Charitable Gift Planning Council, Arkansas Children’s Hospital Foundation Professional Advisory Committee Member, and Past Board Member of the Arkansas Baptist Foundation.
Jerry earned his BA in Psychology at Henderson State University, and MA in Rehabilitation Counseling from Arkansas State University.
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