Worldwide Consulting Services, Inc. has a depth of experience in many areas that can help minimize risk, income taxes, estate taxes, business succession planning and life insurance planning. Our advisors have worked with affluent families and business owners for decades in helping them structure plans that help create wealth during their lifetime while at the same time minimizing the impact of taxes during life and at death. We have extensive experience in the financial services industry worldwide. We have developed strategies that are in some cases proprietary in nature that can take the complexity out of this very important process and give you peace of mind when it comes to your financial assets.
Jesse R. Gottlieb CLU is the founder and President of Worldwide Consulting Services, Inc. a firm dedicated to helping businesses, individuals and families in the creation and preservation of wealth. He works closely with his clients in order to educate them regarding the advantages of life insurance as an asset in estate planning and passing on wealth to future generations. Your Consultants, LLC works with some of the country's wealthiest individuals, designing individualized insurance and estate plans to benefit their heirs and favorite charities.
Jesse has been in the business since 1970 and has a team of highly trained associates that work with his clients. Under his leadership, the firm's practice has consistently responded to client needs for new and expanded services. He is an advisor to CEOs, boards of directors, and compensation committees of a wide range of business entities, both public and private. He designs and implements life, disability, and long term care insurance programs for business and estate planning clients. He has a team of professionals helping clients deal with the complexities of the Affordable Healthcare Act and a range of group medical benefits. In this role he coordinates the efforts of lawyers, financial advisors, and accountants to ensure that all of the client's needs are satisfied.
Jesse is a member of the American Society of Chartered Life Underwriters, a Life Member of the Million Dollar Roundtable, the Association for Advanced Life Underwriting, Yale Insurance Study Group and the Society for Financial Services Professionals. He is also Co-Chairman of the Executive Circle of the James Lenox Society at New York Presbyterian Hospital and other charitable endeavors. He is a contributor to professional journals and a presenter at conferences. Jesse is married to Gloria Gottlieb for 50 years and has two children and a granddaughter.