Gene is a consultant with The Todd Organization with 24 years experience in advanced insurance markets and executive benefits. He assists mid-size to large corporations and community banks in the development of executive benefit plans to help recruit, retain and reward key contributors. In addition Gene designs and implements supplemental life and disability plans that have helped client companies and professional firms provide appropriate risk-protection for their shareholders and key contributors. Privately held companies also benefit from his experience providing funding strategies to fulfill succession and estate planning objectives.
Gene has a Bachelor of Business Administration degree from the University of Texas-Austin and holds the Chartered Life Underwriter designation from American College. He is a member of the Association for Advanced Life Underwriting, the National Association of Insurance and Financial Advisors, the Houston Business and Estate Planning Council, president of the Society of Financial Service Professionals (Houston chapter), and board member of the Houston Estate & Financial Forum.