About us

We believe that the only real beneficial change that occurs in this world comes through the actions of philanthropists who understand the need for strategic giving.

About us

We believe that the only real beneficial change that occurs in this world comes through the actions of philanthropists who understand the need for strategic giving.

Founder & President - Applications For Life

Jeffrey W. Craig

Jeffrey W. Craig

AEP, CEPA, CHFC, CLU
Phone: (214) - 906 - 1840
Email: Jeff@Applications4Life.com

Introduction

Jeffrey Craig, our Founder & President, is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their legal, tax and financial advisors to establish, fund and leverage tax-efficient, multi-generational wealth strategies. Frequently this is in tandem with various philanthropic techniques.

Professional highlights

With over 35 years of life insurance experience providing for time tested, tax-efficient planning and strategies, Jeff provides advisors and clients with access to the industry in a professional, endearing process.

Jeffrey W. Craig

Certifications

Education

University of Richmond - Bachelor of Arts, Economics.

Membership

Member-EPI-Exit Planning Institute
Member of BEI-Business Exit Institute
Registered Investment Advisor

Licences

FINRA Series 6, 7, 26 and 63 licenses. Registered Representative of The Leaders Group Inc. Member FINRA.

Current & past board of directors appointments

Atlantis Financial
Group

The Michael B. Finnegan
Foundation

North Texas Estate Planning
Council

Texas
College

Contact us

Lets Get To Work

Contact Applications For Life, we are here to help you with any questions and advice you need going forward.

Thank you! Your submission has been received!
Oouch! Something went wrong.