Tim C. FitzGerald, MSFS, AEP

Phone: 318-424-1116
Fax: 318-424-2151
E-mail: tim@tfgfinancial.net

Tim C. FitzGerald is the founding partner of TFG Financial, a full service Estate and Business Succession and Wealth Management Firm. He started his career as an agent with New York Life Insurance Company in 1985. Since its’ inception in 1996, Tim has been a member of New York Life’s Chairman’s Cabinet, which is comprised of the 50 top producing agents worldwide.  In 2009, Tim achieved Council President, which is an annual honor given to the top producing agent of New York Life’s approximately 11,000 licensed agents.

Tim received a Masters of Science degree in Financial Services (MSFS) from the Graduate School of Financial Services of the American College in Bryn Mawr, Pennsylvania. During his Masters work at the American College, Tim completed 33 hours of course work and wrote a Masters Thesis. In 1999, Tim completed his AEP® designation, earned for experience and training in estate planning.

Tim is a member agent of the Nautilus Group. Within Nautilus, Tim is one of only 25 elite member agents nationwide which make up Nautilus Plus. He has served on New York Life’s Agent Advisory Council, has been an Advisor to the Council, and is currently a paid consultant to New York Life. Tim established and maintains a New York Life District Agency that has been among the top ranked nationally since its inception.
 

Industry Accomplishments:

• Member of the Million Dollar Round Table (MDRT) since 1986 and a Top of the Table Agent since 2002.  MDRT members are the top 5% of all life insurance producers worldwide, and only the top 1,000 MDRT members are eligible for Top of the Table.
• Recipient of the National Quality Award.
• Interviewed and published in numerous industry publications, such as "Financial Services Weekly."
• Nationally known speaker on topics such as “The Producer as a Professional” and
  “Success, One Day at a Time.”