Our Alliances

Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

The Nautilus Group® Logo

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Jerry Timmermann works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies LLC Logo

Through Eagle Strategies, Jerry Timmermann and Andy Branz provide fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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New York Life Logo

Jerry, Andy and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), Standard & Poor's (AA+). (Source: Individual independent rating agency commentary as of 7/30/18.)

PSG Study Group Logo

Jerry has been a member of the prestigious PSG Study Group since its infancy in 1989. Because of 11 highly successful members who provide financial, business, succession, professional, estate and life insurance planning advice, great depth and a deeply enhanced perspective are brought to our planning process. This provides The Timmermann Group with an extra edge in our ability to think outside the box.

A constant resource in almost every facet of life is right at our fingertips and available to us daily. Few others in the financial industry have such luxury at their disposal to bring their clientele. Being a member of The PSG Study Group not only brings me personal enjoyment, but in today’s world of technology, I feel there is always a time I can get a “trusted personalized second opinion” on almost any topic in less than 10 minutes. The PSG Study Group has been my most valued relationship for most of my career.

Ash Brokerage Logo

Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.