The Estate Planning Cooperative of America 

Jerry Stinson - Founder and Executive Director



Formal Education


​*BA Economics

           University of Texas, Austin

*Graduate Studies Program  Business Law and Accounting

           ​Southwest Texas State University 

​*Master of Divinity 

           Austin Presbyterian Theological Seminary

*Chartered Financial Consultant Curriculum

​           American College Bryn Mawr, PA

*US Navy

​               Veteran of Vietnam War 


Professional Practitioner and Executive Experience


1985 - 1995 - Managing General Agent for Presidential Life Insurance Company - oversight and management 103 field agents; individual and group life, health, and disability income insurance

coordinated with estate planning strategies


1995 - 1999 - President of Business Tax Planners, Inc.; business and executive benefit plans; estate planning and business succession planning


1999 - 2013 - President/CEO of Safe Money Strategies, Inc.; advanced life insurance applications in business buy-sell arrangements and estate planning; split-dollar executive benefit plans


2003 - Present - Approved expert witness in State and Federal Courts and FINRA arbitrations; estate planning, financial management in guardianship, structured settlements, irrevocable trusts 

 

2007 - 2013 - Chairman of K Plan Retirement Advisors Corporation;  national pension consultants and third party administrator


2013 - Present - General Agent for the Columbus Life Insurance Company; business owner and key executive non-qualified compensation plans;  estate planning, Director of The Estate Planning Program for Working Americans(c); ​Executive Director, The Estate Planning Cooperative of America