CLIENT BENEFITS

Gadi assists hundreds of entrepreneurs and corporate executives to:

• Increase employee retention through corporate retirement and benefit programs.
• Attract and retain executive talent through balance sheet friendly benefits.
• Achieve tax savings, consistent investment* growth, and asset protection for personal portfolios.
• Minimize transfer taxes through insurance funding of buy-sell agreements and estate planning.

PROVEN RESULTS

• Increased employee retention by 37% within 18 months at a property management firm by custom design of a health plan with bilingual plan brochures and enrollers.
• Showed two principals of a specialty construction firm how to find the cash to fund a supplementary executive plan with minimum balance sheet impact.
• Implemented an employee assistance program at a technology company at a minimum of cost.
• Quintupled the net insurance benefit for retired oil executive's beneficiaries at no additional cost.

                    EMPLOYMENT

Gadi has a business background in wholesale distribution, banking, insurance and investments at management positions from branch manager through VP Sales to COO. His broad experience, close client relationships and unique insights enable Gadi to objectively assess client situations.

EDUCATION

Gadi’s international educational background includes advanced studies in theology, physics and electro-optics. His military background includes combat experience as a tank gunner in some of the greatest tank battles of the 20^th century.

Gadi has conducted seminars on retirement and insurance planning at U of H and HBU.