Helping individuals, families, and business owners protect their future with life insurance and financial solutions tailored to their goals. 🫱🏽‍🫲🏽

Gerald Massenberg Headshot - Signature.PNG

Hi, I’m Gerald Massenberg!

Providing life insurance and financial protection strategies designed around your goals—not a one-size-fits-all approach. Whether you're protecting your family, building wealth, or planning ahead, I'm here to help every step of the way.

Insurance Services:

Life Insurance
- Term Life
- Whole Life
- Final Expense (No Medical Exam Required)
Health Insurance
Disability Income Insurance
Long-Term Care Coverage
Group Employee Benefits
Retirement Planning
Medicare Supplements

Schedule a call to connect!

Skills

<aside>

My work

Untitled

</aside>

Featured projects

Use these pages for case studies or detailed project breakdowns.

Untitled

Services

What I offer

Write some text here if you want to

<aside>

Workflow consultation

Whether you’re dealing with communication bottlenecks or inefficient processes, I’ll help you design a system that works for your unique needs.

Price: $150 for a 60 min session

Features:

One-on-one consultation
Analysis and actionable recommendations
Follow-up support for implementation </aside>

<aside>

Custom setup

Don’t just use a template—create a setup tailored your team’s needs. I’ll work with you to design a system that adapts to your workflow.

Price: Starting at $500

Features:

Customised Notion workspace
Workflow design and implementation
Training and documentation </aside>

<aside>

Contractual in-house ops

Need an experienced ops person without the full-time commitment? Flexible, contract-based operations management, to help you scale.

Price: Starting at $3,000/month

Features:

Workflow optimisation
Team co-ordination, check-ins and progress reports
Strategic direction for growth and efficiency </aside>

</aside>

Other templates l Get in touch l subscribe for freebies and cool things l https://opsbae.gumroad.com/l/jfjcc?wanted=true

</aside>