“When I think of Travis, the thing that dominates my thoughts, is trust. When it comes to our monetary treasure, we want someone that treats our assets as if they are their own. That is who Travis is. He listens and goes the extra mile on our behalf. Our needs come first and his second and that is the sign of a true and valuable professional.”
About
Travis Gerhard is the President & CEO of TMG Financial Group LLC, where he excels in…
Activity
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Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of…
Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of…
Shared by Travis Gerhard
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The 30% rule is a popular piece of personal finance advice, guiding Americans on how much of their monthly income should be allocated to housing…
The 30% rule is a popular piece of personal finance advice, guiding Americans on how much of their monthly income should be allocated to housing…
Shared by Travis Gerhard
Experience
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NYLIFE Securities LLC
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Education
Volunteer Experience
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Fundraising
Make-A-Wish Idaho
- Present 13 years 11 months
Children
Raising funds through golf tournaments to help purchase wishes for local children battling cancer
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Board of Directors
Make-A-Wish Idaho
- Present 9 years 9 months
Children
Fund Development for the benefit of Make A Wish Idaho
Publications
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Financial News Digest
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Honors & Awards
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Excellence in Finance
Idaho Business Review
Idaho Business Review’s Excellence in Finance awards program celebrates financial professionals in banking, corporate, investment and professional, whose fiscal accomplishments set a high bar for their company and Idaho’s business economy.
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Accomplished 40 Under 40
Idaho Business Review
The Idaho Business Review’s Accomplished Under 40 program honors 40 Idaho business and professional leaders who have achieved success before the age of 40
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2015-2016 Case Rate Leader
The New York Life
Received Corporate Recognition for top number of cases in Idaho
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2016 Naifa Quality Award Winner
National Association of Insurance and Financial Advisors
The NAIFA Quality Award provides advisors at any career stage, the opportunity to demonstrate a commitment to exceptional:
Professionalism through education and earned designations
Production measured by performance metrics customized for each practice specialty
Adherence to the NAIFA code of ethics, and Service to your industry association. -
President's Council
The New York Life
Received Corporate Recognition for Achievements from July 2015- June 2016
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2016 Qualifying member Million Dollar Round Table- MDRT
MDRT Foundation
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the…
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
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2015-2016 Life Leader
The New York Life
Received corporate recognition for being the Top Producer in Idaho in 2015 in Life Insurance.
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Chairman's Council
The New York Life
Received Corporate Recognition for Achievements from July 2014- June 2015. Chairman's Council is the top 2% of the companies 15,000 producers in the nation.
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2013-2014 Centurion Award Winner
New York Life
Received corporate recognition for exceeding 200 life insurance cases from 2013-2014.
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2013-2014 Idaho Investment Annuity Leader
New York Life Insurance and Annuity Corporation
Received corporate recognition for being the Top Producer in Idaho in 2014 in Investment Annuities.
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2013-2014 Life Leader
New York Life
Received corporate recognition for being the Top Producer in Idaho in 2014 in Life Insurance.
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2014 Idaho Agent of the Year
New York Life Insurance Company
Received corporate recognition for being the Top Producer in Idaho in 2014.
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2014 Qualifying Member Million Dollar Round Table- MDRT
MDRT Foundation
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the…
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
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Pacific Zone Eagle Award
New York Life
Leading Life Case Producer
Presented to the top-producing agent of each Council for each Zone who had the highest number of Life Paid Cases during the Council year. -
2013-2014 Case Rate Leader
New York Life
Received Corporate Recognition for top number of cases in Idaho
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2014 Chairman's Council
New York Life and Nylife Securities LLC
Received Corporate Recognition for Achievements from July 2013- June 2014. Chairman's Council is the top 2% of the companies 15,000 producers in the nation.
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2014 Naifa Quality Award Winner
National Association of Insurance and Financial Advisors
The NAIFA Quality Award provides advisors at any career stage, the opportunity to demonstrate a commitment to exceptional:
Professionalism through education and earned designations
Production measured by performance metrics customized for each practice specialty
Adherence to the NAIFA code of ethics, and service to your industry association.
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2013 Idaho Agent of the Year
New York Life Insurance Company
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Annuity Elite Silver Member
New York Life
Received Corporate Recognition for Achievements in Annuity Sales for 2013
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2013 Qualifying member Million Dollar Round Table- MDRT
MDRT Foundation
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the…
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
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2013 Executive Council
New York Life and Nylife Securities LLC
Received Corporate Recognition for Achievements from July 2012- June 2013
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2013 NAIFA Quality Award Winner
National Association of Insurance and Financial Advisors
The NAIFA Quality Award provides advisors at any career stage, the opportunity to demonstrate a commitment to exceptional:
Professionalism through education and earned designations
Production measured by performance metrics customized for each practice specialty
Adherence to the NAIFA code of ethics, and service to your industry association. -
2012 Idaho Agent of the Year
New York Life Insurance Company
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Guaranteed Income Leader
New York Life Insurance Company
Helping clients based on their risk tolerance and time horizon with Guaranteed products that create a Guaranteed Income stream for the rest of their lives that is not tied to market volatility and/or market fluctuations.
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2012 Executive Council
New York Life Insurance Company and Nylife Securities
June 2012 NYLIFE Securities LLC (Member FINRA/SIPC,) a licensed insurance company.
Received Corporate Recognition for Achievements from July 2011-June 2012
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2012 Naifa Quality Award Winner
National Association of Insurance and Financial Advisors
The NAIFA Quality Award provides advisors at any career stage, the opportunity to demonstrate a commitment to exceptional:
Professionalism through education and earned designations
Production measured by performance metrics customized for each practice specialty
Adherence to the NAIFA code of ethics, and
Service to your industry association. -
2011 Annuity Champion
New York Life Insurance and Annuity Corporation
Received Corporate Recognition for Achievements in Annuity Sales for 2011
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2011 Executive Council
New York Life and Nylife Securities LLC
Received Corporate Recognition for Achievements from July 2010- June 2011
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2011 Naifa Quality Award Winner
National Association of Insurance and Financial Advisors
The NAIFA Quality Award provides advisors at any career stage, the opportunity to demonstrate a commitment to exceptional:
Professionalism through education and earned designations
Production measured by performance metrics customized for each practice specialty
Adherence to the NAIFA code of ethics, and
Service to your industry association.
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2010 Idaho Agent of the Year
NYL
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2010 Case Rate Leader
NYL
Finished in Top 400 agents in 4th quarter cases out of Montana, Wyoming, Idaho, Nevada, Oregon, Washington, California, Arizona, Colorado, and Utah
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2012 Qualifying member Million Dollar Round Table MDRT, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
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2017- 2022 Qualifying Member Million Dollar Round Table
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Chairman's Council 2016-2022
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Languages
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English
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Organizations
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Million Dollar Round Table (MDRT)
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- Present -
Naifa
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- Present
Recommendations received
9 people have recommended Travis
Join now to viewMore activity by Travis
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We’re proud to share that New York Life is included on Barron’s 100 Best Annuities list for another year. Let’s talk about financial solutions that…
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Happy Labor Day! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.
Happy Labor Day! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.
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For some families, adult children and parents happily live together under one roof. But for others, the parents are ready for their grown children to…
For some families, adult children and parents happily live together under one roof. But for others, the parents are ready for their grown children to…
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The minimum credit score for a mortgage loan depends on the type of loan you’re applying for. Here’s how they work.
The minimum credit score for a mortgage loan depends on the type of loan you’re applying for. Here’s how they work.
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As tuition costs continue to rise, learn actionable tips and strategies on how to reduce college expenses and increase your chances of securing…
As tuition costs continue to rise, learn actionable tips and strategies on how to reduce college expenses and increase your chances of securing…
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Millennials' finances are a mixed bag, with some hit incredibly hard by the 2008-09 Great Recession or COVID-19 pandemic, while many have since…
Millennials' finances are a mixed bag, with some hit incredibly hard by the 2008-09 Great Recession or COVID-19 pandemic, while many have since…
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