
Eric Geier
CEO at Puresurance
Eric Geier is the CEO of Puresurance, advising business owners and entrepreneurs on the implementation of life insurance as a retirement vehicle and custom designed health coverage solutions.
With over 25 years of experience on Wall Street, Eric is a financial professional with a lifelong goal of helping people with their personal finances and retirement plans.
While asset protection and growth is our central focus, exceeding client expectations is the reason that Puresurance has become the choice for many Business Owners and Entrepreneurs alike.
- Insurance
- Entrepreneur
- 📍Boca Raton, FL
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LET'S TALK ABOUT INSURANCE
- The asset protection side of Health Insurance
- Privatized Banking
- Why Life Insurance is a critical component of any successful retirement strategy
- Wealth Advisement
- Entrepreneurship
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Serving the best interests of clients within the financial services space has been Eric's lifelong calling. Eric was on Wall Street in both New York and Hong Kong for 25 years of his career. He had the unique experience of looking after some of the largest money managers in the world’s investment activities
Itching for a new challenge (and better weather), Eric and his wife relocated to South Florida from NYC. In Florida, he began advising both entrepreneurs and businesses on the asset protection side of health insurance, which is quite possibly the most inefficient component of the US economy. It didn't take long, living in the United States’ retirement capital, and driven by client concern, to be called on to help answer one fundamental question: 'Will I outlive my money," a powerful question with real-life consequences. Making a positive difference in the financial lives of those he's fortunate to work with has been more rewarding than Eric’s past accomplishments.
When not working, you'll find Eric on the tennis court, the beach, or helping to rescue animals from unimaginably bad environments.

BOOK NOW FOR your podcast
Eric Geier
CEO at Puresurance
- Insurance
- Entrepreneur
- 📍Boca Raton, FL
Eric Geier is the CEO of Puresurance, advising business owners and entrepreneurs on the implementation of life insurance as a retirement vehicle and custom designed health coverage solutions.
With over 25 years of experience on Wall Street, Eric is a financial professional with a lifelong goal of helping people with their personal finances and retirement plans.
While asset protection and growth is our central focus, exceeding client expectations is the reason that Puresurance has become the choice for many Business Owners and Entrepreneurs alike.
read more
LET'S TALK ABOUT INSURANCE
- The asset protection side of Health Insurance
- Privatized Banking
- Why Life Insurance is a critical component of any successful retirement strategy
- Wealth Advisement
- Entrepreneurship
--
Serving the best interests of clients within the financial services space has been Eric's lifelong calling. Eric was on Wall Street in both New York and Hong Kong for 25 years of his career. He had the unique experience of looking after some of the largest money managers in the world’s investment activities
Itching for a new challenge (and better weather), Eric and his wife relocated to South Florida from NYC. In Florida, he began advising both entrepreneurs and businesses on the asset protection side of health insurance, which is quite possibly the most inefficient component of the US economy. It didn't take long, living in the United States’ retirement capital, and driven by client concern, to be called on to help answer one fundamental question: 'Will I outlive my money," a powerful question with real-life consequences. Making a positive difference in the financial lives of those he's fortunate to work with has been more rewarding than Eric’s past accomplishments.
When not working, you'll find Eric on the tennis court, the beach, or helping to rescue animals from unimaginably bad environments.
BOOK NOW FOR your podcast
Eric Geier
CEO at Puresurance
- 📍Boca Raton, FL
- Insurance
- Entrepreneur
Eric Geier is the CEO of Puresurance, advising business owners and entrepreneurs on the implementation of life insurance as a retirement vehicle and custom designed health coverage solutions.
With over 25 years of experience on Wall Street, Eric is a financial professional with a lifelong goal of helping people with their personal finances and retirement plans.
While asset protection and growth is our central focus, exceeding client expectations is the reason that Puresurance has become the choice for many Business Owners and Entrepreneurs alike.
read more
LET'S TALK ABOUT INSURANCE
- The asset protection side of Health Insurance
- Privatized Banking
- Why Life Insurance is a critical component of any successful retirement strategy
- Wealth Advisement
- Entrepreneurship
--
Serving the best interests of clients within the financial services space has been Eric's lifelong calling. Eric was on Wall Street in both New York and Hong Kong for 25 years of his career. He had the unique experience of looking after some of the largest money managers in the world’s investment activities
Itching for a new challenge (and better weather), Eric and his wife relocated to South Florida from NYC. In Florida, he began advising both entrepreneurs and businesses on the asset protection side of health insurance, which is quite possibly the most inefficient component of the US economy. It didn't take long, living in the United States’ retirement capital, and driven by client concern, to be called on to help answer one fundamental question: 'Will I outlive my money," a powerful question with real-life consequences. Making a positive difference in the financial lives of those he's fortunate to work with has been more rewarding than Eric’s past accomplishments.
When not working, you'll find Eric on the tennis court, the beach, or helping to rescue animals from unimaginably bad environments.
Timeline
May 2020 – Present
Puresurance
CEO
Sep 2017 - April 2020
New Era Life Insurance Company
Business Health Insurance Expert
Feb 2016 - Aug 2017
BNY Mellon
Director of Global Equities
Apr 2007 - Jun 2015
Convergex
Senior Vice President: Global Equities
June 1993 - Mar 2001
Instinet Incorporated
International Equities Sales Specialist
Ask me
When should the average person begin taking their retirement seriously? |
Isn't a max funded 401k + social security adequate for a successful retirement? |
What is Privatized Banking, and how can the everyday person benefit from it? |
How does Indexed Universal Life work, and how can it help solidify retirement success (guaranteed not to outlive your money)? |
How can our listeners learn more about how to implement an IUL strategy? |