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Paul Gerlick
- Medford
- Benefit Planning Producer
- pgerlick@wsi-insurance.com
- 541-282-1411
Paul began his employee benefits planning career in 1986 with Principal Financial Group in metropolitan Denver, CO, marketing group insurance, 401K plans and individual life and health insurance products. In 1988, he became securities licensed as a registered representative and has progressed to become an investment advisor representative.
He earned a Chartered Life Underwriter (CLU) designation in 1991 and a Registered Employee Benefits Consultant (REBC) designation in 2001 from The American College. He’s also a Life and Qualifying member with 13 years of membership in the Million Dollar Round Table, The Premier Association of Financial Professionals®.
By offering a variety of group life, disability, medical, dental, vision and retirement plan options, Paul is poised to provide you with economical benefit plans that will enable you to attract, recruit and retain high caliber employees and executives that will help your company grow profitably.
Paul and his family moved to Medford, OR in 2000 and he earned a B.A. from Northwestern University and an M.B.A. from the University of Chicago.