Gail Milon, CLTC, CASL Business Philosophy
My number one priority is my commitment to building long-term relationships with my clients in helping them reach their financial goals. Drawing on my knowledge, experience and world-class planning tools, I help clients build the financial freedom they desire.

Products and Services

  • Fixed and Variable Annuities
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

Professional Experience

  • CA Insurance licensed #: 0G93482
  • Registered Representative
  • Leaders Conference Qualifier
  • Member of Million Dollar Round Table
  • CASL Designation
  • CLTC Designation
  • Bachelor in Science from F.A.M.U.

Personal

  • Resident of Tallahassee since 2000
  • Hobbies: Flying

Personal

  • Member of Leon County Housing Finance Authority Finance Committee
  • Past Board Chair: Bond Community Health Center