Private pilot and author
with over 30 years in the
life insurance industry.
Life Insurance Product Design
Passionately works with clients and their advisors to assess planning needs and objectives, analyze supplied data and develop strategies for plan implementation through client-selected providers.
Strategic Wealth Planning
Providing sophisticated, client-tailored, tax-efficient estate, asset protection, business succession and charitable planning strategies to high net worth clientele.
Public Speaking Engagements
With his ability to cover the simple to the complex, and explain the complex simply, Mr. Gillis is a frequent public speaker and has conducted more than 400 seminars for clients, professional advisors and financial institutions.
Author & Private Pilot
Gillis is a pilot and recognized authority in the prudent management of life settlement transactions. This insider’s perspective inspired him to write The Death Bond Conspiracy, a fictional novel about life settlements “gone awry”, published in 2009.