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This profile was last updated on 1/13/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Jerome E. Butkus

Wrong Jerome E. Butkus?

Chief Executive Officer and Agent

Phone: (267) ***-****  
196 West Ashland Street
Doylestown , Pennsylvania 18901
United States

Company Description: Strategic Wealth Group is a full service life insurance agency that specializes in estate planning for seniors. The company is focused on helping its clients...   more

Employment History

Board Memberships and Affiliations

Web References
Corporate Staff, 22 Jan 2013 [cached]
Mr. Jerome E. Butkus Chief Executive Officer
Jerry has worked in the insurance industry for over 25 years. Prior to starting Strategic Wealth Group, he served for many years as an advisor with Prudential. His background also includes extensive transactional experience in the life settlement business. Jerry holds Life and Health Insurance, Property and Casualty Insurance and several NASD securities licenses.
With particular focus on seniors, Jerry advises high net worth individuals and successful business people on life insurance solutions in connection with wealth management and estate planning issues. As part of this process, he works with clients and their advisors in coordinating and structuring insurance-based strategies that recognize individual client needs and requirements. Jerry's objective and the mission of Strategic Wealth Group is to enable individuals, who are medically and financially qualified to obtain long-term wealth transfer and estate planning benefits. The company's goal is to realize significant value for its clients and their families.
Jerry is a graduate of Delaware Valley College, and lives in Doylestown, PA with his wife and two children.
Copyright . Jerome E. Butkus. All rights reserved.
CONTACT, 22 Jan 2013 [cached]
Jerome Butkus: 215-859-8385 / 
Copyright . Jerome E. Butkus. All rights reserved.
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