Vice President, Wealth Insurance Advisor
Services Offered Wealth Insurance Advisor
Jack Gates serves as a Wealth Insurance Advisor for Rockland Trust Company, providing Advanced Planning Strategies and Insurance Advisory Services for high net worth clients, corporate executives, multi-generational families, and business owners. Jack focuses on areas such as, Estate and Legacy Planning, Business Succession Planning, Buy/Sell Agreements, Charitable and Family Gifting, Executive Benefits, and Supplemental Retirement Planning. With over 29 years of experience in the financial services industry, Jack has been providing financial advisors, family offices, CPAs, attorneys, and banks innovative solutions to the complex needs of their affluent families and business owner clients. His unique background combines his experiences working with Northwestern Mutual Life for 16 years as an agent and “player coach,” both managing agents and personally producing; 7 years as founder of P&C LifePlans, Inc., an independent insurance brokerage firm; and most recently with Highland Capital Brokerage, working with institutional financial advisors and their key accounts to create tailored wealth transfer and estate liquidity programs. Jack lives in Scituate, Massachusetts, with his wife, Lisa, and their four children, Owen, Julia, Harry, and Henry. Jack enjoys being involved in his community, having been past President of Little League, selected to the Scituate Economic Development Commission, a member of School Council, and a youth sports coach.