The Zimdars Company, Inc.

John Zimdars

John C. Zimdars, Jr. is president of The Zimdars Company, Inc., a third generation independent life insurance consulting firm, based in Madison, Wisconsin since 1946. John has specialized in business and personal estate planning for over 30 years. His clients include individuals, closely-held businesses and professional practices.

John has an undergraduate degree in business from the University of Wisconsin - Madison. He earned his Chartered Life Underwriter (CLU) designation, his Chartered Financial Consultant (ChFC) designation, and a Master of Sciences in Financial Services (MsFS) from the American College.

John was the featured life insurance presenter at a State Bar of Wisconsin and Wisconsin Institute of CPAs nationally webcast seminar entitled "The Advisor's Guide to Understanding and Managing Life Insurance." This program was recognized by the State Bar of Wisconsin with their 2004 Best Continuing Education Course award. John developed the Life Insurance Portfolio Management System™ to evaluate and monitor existing life insurance policies. Many life insurance portfolios have not been properly monitored as policy investments, taxation rules, and costs of insurance change. This independent fee service is available to clients, trustees, attorneys and CPAs.

John has worked with his broker dealer, Valmark Securities, Inc., to help develop a unique and highly successful life settlement process, the Professional Life Settlement Solution™. A life settlement is the sale of an unneeded life insurance policy. It can be a valuable alternative if the settlement value exceeds the cash value being exchanged or realized on surrender.

John is a member and past president of the Madison Estate Planning Council. Nationally, he is one of approximately 1,800 insurance professionals who have been accepted into membership by the Association for Advanced Life Underwriting in Washington, DC.

John's volunteer commitments include Wisconsin Lutheran Chapel, a campus ministry at the University of Wisconsin - Madison, where he currently serves on the church's governing board. He served four terms on the Board of Regents of Wisconsin Lutheran College, Milwaukee, Wisconsin and was Chairman of the Board for four years. He is a member and past board member of the Madison Rotary Club. John is also a board member of the Siebert Lutheran Foundation, Bethesda Lutheran Home Foundation, Oakwood Lutheran Home Foundation, and Time of Grace Television Ministry.

The Zimdars Company
440 Science Drive, Suite 403
Madison, WI 53711-1064
(608) 231-2700
info@zimdars.com
www.zimdars.com