Alumnus of the Month

Jerry L. Hulick

Jerry L. Hulick

CLU, ChFC, ChSNC, CLTC

April 2016

Jerry retired as General Agent of The Washington Group of MassMutual in 2004.  In the same year he started The Washington Group Special Care Planning Team.  The Washington Group Special Care Planning Team’s mission is to help make a positive difference in the lives of individuals with special needs, their caregivers, and other family members.  Knowledgeable and dedicated Special Care Planners assist families with developing valuable financial strategies and creating strategic financial solutions that integrate with Government programs.  The Special Care Planning Team has developed a unique network of professionals within the Special Needs community.  This devoted network assists families, not only with their financial planning, but also provides a wide range of expertise to fit the diverse concerns of Special Needs families.

A pioneer and advocate for the Special Needs community, Jerry has spoken across the country at various conferences, forums, and panels dealing with issues and planning for the Special Needs community.  He has been a guest on numerous radio talk programs.  In addition to his work with The Washington Group Special Care Planning Team, Jerry consults on education and technical advisory on Special Needs for Non-Profit Organizations, Businesses, Corporations and Educational Institutions with the mission of understanding and enhancing the quality of life issues of caregivers and individuals with disabilities.  Jerry is an expert witness on financial and insurance matters for families with Special Needs situations.

Jerry has been active in the financial services industry for over 40 years.  Jerry received the Chartered Special Needs Consultant (ChSNC) designation on June 1, 2011.  He was a part of the first conferment by the American College regarding the new ChSNC designation.  Jerry earned his Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations also from The American College.  Jerry is also certified in Long Term Care (CLTC).  He holds a Life/Health Insurance license and Series 6, 7, 63, 22, 24 & 65.  Jerry graduated from Virginia Tech in Blacksburg, Virginia.

Jerry is a member of the Virginia Tech Foundation Board, Virginia Tech National Campaign Chairman for the College of Liberal Arts and Human Sciences, and Dean's Roundtable Executive Committee for the College of Science.  He is a life member of Alpha Phi Omega Service Fraternity, charter member and Past President of the Fair Oaks Rotary Club, and was an Elder with Faith Presbyterian Church of Alexandria, Virginia.  In 2014 Jerry was awarded the Eleanor Sue Finkelstein Award for Special Needs.  Jerry is also very active with many local special needs non-profits such as ArtStream and The Jewish Community Center of Northern Virginia’s Special Needs Department.

Jerry’s activism in the Special Needs community is also inspired by several Special Needs individuals in his own family.