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AEG Financial Services
610.917.8940
  • Home
  • What We Do
    • AEG’s Philosophy
    • The 80/20 Estate Plan™
    • Our Relationships
    • The Latest Highlights
  • Publications
    • Video & Audio
    • Published Articles (PDFs)
  • Blog

Welcome!

Al Gibbons specializes in estate planning, life insurance, and long term care insurance for high net worth individuals, high-level corporate executives, and successful entrepreneurs. He works closely with professional tax advisors (attorneys, accountants, and trust officers) designing and implementing sophisticated life insurance strategies to help solve their clients’ unique estate planning needs.

Creator of The 80/20 Estate PlanTM, Al Gibbons’ expertise emphasizes an effective estate planning process that results in clients taking action and achieving desired results. A talented thinker, speaker, and writer, he has achieved a national reputation and is sought after to explain what he does and why it is so effective.

Al Gibbons joined the National Association of Estate Planners & Councils (NAEPC) Hall of Fame as an Accredited Estate Planner® (Distinguished) with the Class of 2013. He is the past President of the prestigious Forum 400 and an active member of Finseca (formerly Association for Advanced Life Underwriting) and the Philadelphia Estate Planning Council. Al is a past Life member of the Million Dollar Round Table and the Top of the Table.

Click Here for Al’s Resume

AEG Always Laws

1. Always be who you say you are.

AEG Always Laws

  • 1. Always be who you say you are.
  • 2. Always do what you say you\'ll do.
  • 3. Always know what you are supposed to know.
  • 4. Always put your client\'s best interests first.
  • 5. Always tell the truth.
  • 6. Always treat people the way they want to be treated.
  • 7. Always finish Strong; Dot all i\'s and cross all t\'s.
  • 8. Always distinguish between customer and client-partner.
  • 9. Always focus on Unique Process: 80/20=60 Days.
  • 10. Always delegate to, and partner with, expertise.

Process of Working with Advisors and Business Owners

Ethics of Implementation

It’s All About The Why

You can see more videos and listen to our podcast archive at our YouTube Channel

The Latest Highlights

IG Private Wealth Management Round Table Symposium – Main Platform Speaker

An Interview with Al Gibbons: Philosophy & Process

Recipient of the Accredited Estate Planner® (Distinguished) Designation

Collaborative Teams for High Net Worth Clients

The 80/20 Estate Plan™ Presentation to the Million Dollar Round Table

13
Jun
Finseca (AALU) – “409A Traps for the Unwary: Split-Dollar Life”

The Washington Report – Business Uses Edition Given the potential for significant adverse tax results, compensatory split-dollar programs should be reviewed by a 409A tax expert for compliance. That review should occur not only when…

Read More

Contact:

Phone: 610.917.8940

Fax: 610.917.8962

Email: algibbons@algibbons.com

Quick Links:

  • The 80/20 Estate Plan™
  • Our Relationships
  • Published Articles (PDFs)

More on Al Gibbons:

  • Al’s Resume
  • CRS – The Leaders Group
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