Gonzalo M. Garcia, CLU, is a partner at AgencyONE Insurance Marketing Group, LLC, where he is responsible for assisting financial advisors in reducing their client’s exposure to morbidity, longevity, mortality and tax risks. Prior to joining AgencyONE, he spent two years with Credit Suisse, a global investment bank, as a Managing Director in the Fixed Income Division working with institutional investors hedging longevity and mortality risk.
Garcia started his career in 1982 in San Juan, PR, and joined current partners, Ed Leisher and Dennis Bartos in the Washington DC Metro area in 1992 at The Potomac Group, helping grow the business until the sale to The BISYS Group (now Crump Life Insurance Services), in 1998. He stayed with BISYS holding several senior positions, ultimately ascending to executive vice president prior to his departure in 2007.
Garcia is an active member of Finseca (formerly AALU), The Forum 400, The National Association of Independent Brokerage Agencies (NAILBA) and The Society of Financial Service Professionals (SFSP). He served on the Brokerage General Agency Advisory Councils for Prudential, AIG\American General, and Mutual of Omaha. He is a member of the Board of Directors of LIBRA Insurance Partners, which resulted from the merger of LifeMark Partners and BRAMCO.
Garcia is a regular speaker at industry conferences including The Forum400, AHOU and LIMRA. He attended Rice University in Houston, TX, graduating with a Bachelor of Arts degree in 1984, majoring in Management Studies and Psychology and subsequently went on to receive an MBA from The College of Insurance (now St. John’s University) in New York City, in 1985.
Garcia can be reached at AgencyONE, 11200 Rockville Pike, Suite 500, Rockville, MD 20852. Telephone: 301-803-7520. Email: firstname.lastname@example.org.