Catch the VISION!

Tired of cookie cutter benefit programs with no appeal? Do you have superior executive benefits to attract and retain key employees? Does your firm have a business succession plan? Don't get left behind!  VISION! has unique executive benefit and corporate planning solutions for your company!

Gary Edkins, CLU®, LUTCF®
Financial Planner

Gary began his financial services career with Prudential In 1982. He completed his CLU and LUTCF designations through The American College early in his career and became a moderator of the "Planning for Business Owners and Professionals" course for the Prudential Western Territory. Gary is an active member of the South Orange County Estate Planning Council, the South Orange County Chapter of Professionals in Human Resources Association (PIHRA), and Toastmasters International.

Gary has been a guest speaker on Advanced Estate Planning at the national meeting of The American Society of Women CPAs, on Non-Qualified Deferred Compensation and Section 409(a) at the PIHRA Regional Compensation & Benefits Symposium, on Buy/Sell Agreements and Business Continuation at the Estate Planning Council of South Orange County, and on Social Security at the American Indian Doctor's Association. He has also performed financial wellness workshops through the Prudential Pathways program for Canon USA, Lennar Homes, and TBG West.

As an avid cyclist, Gary is a sponsoring member of the Bicycle Club of Irvine (BCI), the executive planning committee for the UCI Anti-Cancer Challenge and a fundraising participant in the UCI and MS Society Century Rides.

Gary Edkins offers financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services [PPFS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Vision! Executive Insurance & Financial Services is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Availability of Long-term care and disability income insurance varies by carrier and state.

Vision! Executive Insurance & Financial Services and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

Securities: CA, DE, NC

Life Insurance: CA, CA Insurance License: 0624963

Variable Life Insurance: CA

Mutual Funds: CA, DE, NC