Chip McGrady

Chip McGrady

Owner, The McGrady Group

Location
Manasquan, New Jersey (Greater New York City Area)
Industry
Insurance

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Chip McGrady's Overview

Current
  • Financial Advisor at United Planners Financial Services
  • Owner at The McGrady Group- Insurance & Investments
Education
Connections

201 connections

Websites

Chip McGrady's Summary

President of The McGrady Group with over 34 years of experience in the Financial and Estate Planning Field. Works closely with business owners in respect to Life Insurance, Disability, and Buy Sell Agreements with the ability to build strong relationships to provide these clients with a solid financial plan.
Also markets Group health & benefit plans in 5 states as an independent broker.

Received his certification in Long Term Care (CLTC) in order to provide guidance and education for clients long term care needs.

Specialties

Life Insurance Audits, Creative Buy-Sell Agreements, Innovative Long Term Care Insurance Solutions.
Reviewing of all types of annuities, fixed and variable to maximize client's objectives.

Chip McGrady's Experience

Financial Advisor

United Planners Financial Services

November 2013Present (1 year) Manasquan New Jersey

Owner

The McGrady Group- Insurance & Investments

September 1983Present (31 years 2 months)

Chip McGrady's Skills & Expertise

  1. Business and personal Life Insurance audits
  2. Customized Employee Benefit planning
  3. Long Term Care expertise
  4. Estate planning utilizing creative strategies
  5. Disability Insurance planning both corporate and personal
  6. Strategic Financial Planning
  7. Employee Benefits
  8. Series 7
  9. Life Insurance
  10. Fixed Annuities
  11. Estate Planning
  12. Long-term Care
  13. Long Term Care Insurance
  14. Disability Insurance
  15. Small Business
  16. Insurance
  17. Wealth Management
  18. Health Insurance
  19. Investment Advisory
  20. Investments
  21. Mergers & Acquisitions
  22. Asset Management
  23. Fixed Income
  24. Underwriting
  25. Retirement Planning
  26. Financial Advisory
  27. Retirement
  28. Finance
  29. Series 63
  30. Securities
  31. IRAs
  32. Mutual Funds
  33. Asset Allocation
  34. Term Life Insurance
  35. Whole Life
  36. 401k
  37. Wealth
  38. Universal Life
  39. Critical Illness
  40. Pensions

View All (40) Skills View Fewer Skills

Chip McGrady's Languages

  • English

    (Native or bilingual proficiency)
  • French

    (Limited working proficiency)

Chip McGrady's Education

Rider University

B.A., History

19691973

Chip McGrady's Additional Information

Websites:
Groups and Associations:
Honors and Awards:

2014 Million Dollar Roundtable - "Top of the Table"
2013 Million Dollar Roundtable - "Top of the Table"
2010 Million Dollar Roundtable

Contact Chip for:

  • consulting offers
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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