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Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can impact all of your future plans. Call us today, and we'll analyze your overall insurance needs. Our goal is to find a complete solution.
We have excellent access to the top insurance products and carriers in the nation. Our commitment is to find the best fit for each of our clients.
Everyone has different insurance needs. Contact our team for a personalized business or individual assessment and find out how we can help protect your hard-earned assets.
We believe in a true team approach to properly research, identify and create the best financial picture for you.
Peter Gelbwaks is a 1968 graduate of the University of Miami and holds a B.A. degree in Sociology. He entered the insurance business directly after graduation and has spent his entire 50 year career in South Florida. In 1983, Peter became a lifetime member of the Leading Producers Round Table at its highest level and has also qualified for MDRT’s Top of the Table award. This award recognizes the world’s most successful life insurance and financial services professionals.
Peter is a past President, founding member, and Chairman Emeritus of the National LTC Network, the largest Long Term Care Insurance marketing firm in the country. He is a founder, current board member and past chairman of the National Alliance of Insurance Agencies. Peter has also served as an Agents Advisory Council member for five major Long Term Care Insurance carriers. Peter is a past board member of NAHU's Education Foundation. He has also been a featured speaker and LTC Symposium Director at meetings of NAHU, and a speaker for the Dade, Broward, Palm Beach and Sawgrass Insurance and Financial Advisors, and Florida State Guardianship Association.
Mr. Gelbwaks has also taught LTCI continuing education classes at the Financial Planners Association annual conventions, and has received his Certification in Long Term Care designation. Peter was also a featured speaker for the Estate Planning Council of Broward County, and has taught study groups for the Institute of Certified Financial Planners, the University of Miami's Institute of Retired Professionals and for the Women in Financial Services National Masterminds Symposium. He has written numerous articles on Long Term Care Insurance for local newspapers, national consumer and trade magazines, and participated in writing a book on Long Term Care offered by the Million Dollar Round Table. He has also hosted his own radio show, "The Pete Gelbwaks Insurance Show", appeared as a guest on a nationally syndicated public television show and has been interviewed numerous times by Jacqueline Marcell’s internet radio show. Peter has been a featured speaker at numerous Long Term Care Insurance Forums, as well as a speaker at the Private Long Term Care Conference, Society of Actuaries and a LTC study participant for LIMRA International.
In honor of their extensive community service and commitment, The Miami Herald named the Gelbwaks family Greater Miami's "1994 Family of the Year". In June 1995, and again in December 2000, Peter was awarded the Dade Association of Health Underwriters' highest achievement award, "Health Person of the Year". In December 1996, the Broward Association of Health Underwriters awarded Peter their highest honor, the "Stanley Greenspun Memorial Health Person of the Year Award". In 2011, he was honored with a Lifetime Achievement Award from the Florida Assisted Living Coalition.
Peter has also been a guest speaker for Financial Planning Interactive, The Portfolio Fund Management Symposium for Financial Advisors, and the Academy of Florida Elder Law Attorneys. He has written numerous articles for The National Underwriter Magazine and has also been featured in Financial Advisor Magazine & Bottom Line Magazine, as well as interviewed by KPMG, Ft. Lauderdale Sun-Sentinel, The Miami Herald, The Chicago Tribune, Bloomberg News, Senior Market Advisor, Lehman Brothers, Bottom Line Magazine, Kiplinger Magazine and The Wall Street Journal.
Peter is Chairman of Gelbwaks Executive Marketing Corp (GEM), a family-owned nationally recognized award winning company.
Marjorie Gelbwaks Schaefer is a 1998 graduate of Florida Atlantic University where she received her Fine Arts degree. During her Junior year in college, she traveled around the world with the Institute of Shipboard Education experiencing numerous cultures while broadening her worldwide perspective.
Directly after graduation, Marjorie entered into the insurance business and spent the past 20 years at Gelbwaks Executive Marketing Corp. working as a integral part of the management team. Marjorie's area of specialty during her entire tenure has been in the areas of Life and Disability insurance. This focus has enabled her to achieve membership status of the Million Dollar Round Table at its highest level. The Top of the Table recognizes the top 1% of insurance professionals in the entire world.
Marjorie was the only female officer of the Diversified Marketing Group where she held the office of Vice President. This entity is a national marketing company of Life Insurance experts operating throughout the United States.
Marjorie consistently works in association with many renowned financial planning firms, estate planning attorneys, bank trust officers and CPA firms. She has established a unique position in the industry of being able to secure coverage for both extremely high profile individuals in both the entertainment and sports worlds, as well as for those who have complex estate planning scenarios.