Jerry F Nichols
Financial Representative|CLU®, ChFC®
Personal
Family
Born in Mansfield, Ohio. Moved to Florida in 1969 from Columbus, Ohio after graduating from Ohio State University and working with national CPA firm of Peat Marwick and The John W. Galbreath Organization.
Residing in Naples, Florida since 1975.
Hobbies
Tennis, walking the beach, shelling and landscaping his property are some of Jerry's favorite activities and hobbies. Cruising over many oceans and seas to far away ports of call has proved to be both educational and a wonderful way to explore and understand the rest of the world.
Professional
After graduating from Ohio State University, Jerry pursued a career in accounting, finance and management. Initially joining Peat Marwick for a career in public accounting and obtained his CPA designation.
Following that, he had an opportunity to work in the mortgage banking area, electronics, cosmetics, data communications, and insurance.
In late 1974, he was recruited to Naples, Florida as president for Southwest Florida's largest property and casualty insurance agency with six offices. As president and CEO, the agency did a turn-around financially and become very profitable and today is part of the Marsh Organization.
In 1976, the insurance agency requested Jerry analyze life insurance carriers in order to determine which carrier would be best suited for their clients. After thorough research, not only did they select Northwestern Mutual, but Jerry became licensed as an agent in late 1976.
After joining Northwestern Mutual in late 1976, he realized he could apply his business and analytical skills in both insurance sales and management.
With his accounting background, his initial focus was in the professional marketplace. As he broadened his practice into other areas like banking, country clubs, and manufacturing, there existed a demand for employee benefit services.
Jerry has developed a strong team of professionals to handle the design, implementation, communications and servicing for group insurance, 401(k) and 403(b) plans, flexible spending and executive compensation programs.
Northwestern Mutual provides Jerry with the opportunity to assist individual clients with their personal needs for life insurance, disability income, and annuities.
Jerry's practice has evolved into the estate planning marketplace, working on a team basis with local attorneys, accountants and trust companies.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
