Gonzalo M. Garcia, CLU

Go-getter
DISC Type : d

Founding Member at Insurance Network for Fiduciary Advisors

Washington DC-Baltimore Area, United States

Overview

Gonzalo M. Garcia is the Managing Partner at AgencyONE, leveraging over 40 years of experience to help financial advisors mitigate client risk in wealth transfer and legacy planning. A graduate of Rice University with a CLU designation, he is frequently described by peers as a "consummate professional" and a "thought leader. "

He has served on the advisory councils for several major insurance carriers, including John Hancock, Prudential, AIG, and Mutual of Omaha.

Personality Overview

Fast-Paced

Direct & Candid

Challenger

They care equally about the product and its potential impact.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Wealth Transfer
His entire career is focused on helping advisors manage mortality, longevity, and tax risk associated with the transfer of business and legacy assets.
Advanced Planning
Peers consistently recognize him for his deep expertise in advanced planning, product knowledge, and underwriting, enabling optimal solutions for complex client situations.
Legacy Building
He is a co-author of the publication "Leaving or Living A Legacy - What’s Your Story, " indicating an interest in the purpose and impact of wealth.

Media Appearances

Gonzalo M. Garcia – Bio – Insurance Network for Fiduciary Advisors (IN4FA). Featured in Insurance Network for Fiduciary Advisors (IN4FA)

See Now

Work History

3-2022
Founding Member at Insurance Network for Fiduciary Advisors
2-2010
Managing Partner at AgencyONE Insurance Marketing Group LLC (a Specialty Program Group\HUB International Company)
1-2008 - 2-2010
Managing Director - Life Finance Group at Credit Suisse
11-1992 - 12-2007
Executive Vice President at Crump Life Insurance Services (formerly BISYS)
1-1991 - 10-1992
Managing Director at National Capitol Insurance Agency

Education

1980 - 1984
BA from Rice University
1996 - 1998
CLU from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 34 Location : Washington DC-Baltimore Area, United States Job Level : N/A Designation : Founding Member at Insurance Network for Fiduciary Advisors
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Insights For Selling To Gonzalo M.

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Stress on the business value that your product offers
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Refrain from asking too many questions
  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gonzalo M. is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Gonzalo M.

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Gonzalo M. move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Gonzalo M. take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Gonzalo M.

Personality Compatibility


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