The Gary Morgan Agency

Employee Benefits are an important aspect of any businesses insurance portfolio. To serve the needs of its valued clients Minnesota Insurance Brokers is proud to announce they have partnered with The Gary Morgan Agency. The Gary Morgan Agency is dedicated to providing assistance and advice to each and every customer. Gary and his staff pride themselves in establishing personal, long term relationships with their clients while making themselves a “one-stop shop” for all insurance and investment needs. Services provided through the Gary Morgan Agency include but are not limited to:

Group Employee Benefits

• Group Health
• Group Ancillary Benefits
• Life, Vision, Disability, Dental
• Pension Plans
• Executive Benefits
• Administration & COBRA implementation

Individual Benefits

• Health, Life, Disability Income and Long Term Care Insurance
• *Mutual Funds, *IRA’s, *College Funding Programs, *Annuities
• *Fee Based Planning and Estate Analysis

The Gary Morgan Agency is owned and operated by Gary Morgan.  He has four full-time employees that provide assistance and support, which proves to be quite helpful in such a demanding field.  In addition, Gary works with over 400 companies and services 4,700 clients.  In regards to credibility and experience, Gary received his “Chartered Life Underwriter” & “Chartered Financial Consultant” designations from The American College in 1989.  He received is Bachelor of Science in Business from the Carlson School of Management at the University of Minnesota where he is currently enrolled in the Masters of Business Taxation program with a planned completion in the Fall of 2006. Also, Gary is licensed in many states to sell mutual funds and other securities as well as life, health and disability income insurance policies. 

The Gary Morgan Agency has been insuring people for over 23 years. Gary’s approach has always focused heavily on consultation as opposed to sales.  He meets with clients to determine their level of risk management, and then proceeds to find the best solution to help cover that risk.

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Gary Morgan Agency Staff:

• Gary Morgan - 23 years of experience as a licensed agent, MBT, CLU, ChFC
  
• Karla Manning - Office Manager, 6 years with G.M.A, insurance licensed, 23 years of experience in insurance administration
  
• Jim Erickson – Account Manager, 2 years with G.M.A, insurance licensed, 10 years of experience in insurance administration
  
• Heidi Schmidt – Marketing Manager, 1st year with G.M.A
  

Gary R. Morgan, MBT, CLU  ChFC
901 Marquette Ave., Suite 2600
Minneapolis, MN  55402
(612) 492-9321 ph
(612) 492-9373 fax
* Gary Morgan is a registered representative of and offers securities, investment advisory services and financial planning through MML Investors Services, Inc.  (612) 492-9301