Jonathan A Gerlach has been serving his clients for over 30 years, providing tailored insurance plans to best suit their individual needs.
California License No. 0773779
PROFESSIONAL SPECIALTY:
Employee Benefits Planning (Medical, Life, Dental, Disability, etc.)
Property & Casualty Products
Workers Compensation Insurance
Qualified and Non-Qualified Pension Plans (401(k) Plans)
Business Life Insurance
Personal Benefits (Medical Life, Dental, Disability, etc.)
Major Medical and Long Term Care
PROFESSIONAL QUALIFICATIONS:
Employee Benefit Specialist
Licensed Life Agent
Licensed Fire & Casualty Broker-Agent
Member National Association of Health Underwriters (NAHU)
Member California Association of Health Underwriters (CAHU)
Member Ventura County Association of Health underwriters (VAHU)
Member Broker Advisors Council for major medical insurance carrier
Certified Long term Care Advisor
Recipient “Best of the Best Award” – Insurance Advisors, Inc.
Numerous Industry Awards for Achievement
Co-Owner, Gerlach & Associates, Insurance Services Inc. (Established 1959)
Represents Major Life and Health Insurers
Represents Major National Brokerage Firms and Local Firms
PERSONAL & COMMUNITY AFFILIATIONS:
Bachelor of Arts Degree – California Lutheran University
Member Simi Valley Chamber of Commerce
Children’s Hunger Fund Committee Member
Director for Los Angeles Olympic Organizing Committee – 1984 Games of the XXIII Olympiad
YMCA Development Committee
Executive Board Member – Boy Scouts of America– Ventura County Council
PHILOSOPHY:
“In serving my client, I will recommend the appropriate course of action which I would apply to myself in the same situation.”