Home About John
About
Meet John C. Gilbert, MBA.
An independent agent in Houston who helps people save for retirement, especially those who serve: in schools, churches, museums and congregations.
In his own words
I am always happy to help people save money for retirement, and especially those who work for non-profit organizations like schools, churches, museums, and pastors.
I also help self-employed people and other individuals save money with an IRA and Roth IRA tax-shelter annuity.
I can show you how to save for retirement by making pre-tax contributions to a 403(b) tax-shelter annuity plan, as an independent agent with companies such as National Life Group and Midland National, to name a few.
I specialize in 403(b) tax-shelter annuities for a broad range of large and small businesses, school districts, churches, and institutions. I have worked as an independent agent for more than a decade, and I consistently work with well-established businesses over 100 years old.
Give me a call about your specific investment needs, and I will tailor a solution that helps fit your goals.
Companies John represents include
- Midland National
- National Life Group
- Life Insurance Company of the Southwest
- Allianz Life
- Lincoln Heritage
- Blue Cross and Blue Shield of Texas
- BestOne Dental
How John works
Independent, plain-spoken, there for the long run.
Independent
He represents a range of companies, so recommendations start with your goals, not one company’s product shelf.
Plain English
Annuities and insurance come with jargon. John translates it and shows you the numbers.
Every year, a check-in
Lives change. John can review your plan annually to keep it on track.