Jack Elder
Head of Advanced Sales CBS Brokerage,
Tellus
Jack Elder, J.D., LL.M. (Tax) is a senior advanced planning professional with deep expertise at the intersection of life insurance, estate planning, and tax strategy for high-net-worth families. He works closely with financial advisors, attorneys, and CPAs on sophisticated wealth transfer, liquidity, and legacy planning cases.
Jack currently leads advanced markets at CBS Brokerage, where he helps advisors evaluate and implement complex insurance-based strategies through a planning-first, fiduciary lens. With a legal background focused on taxation, Jack is known for translating complex concepts into practical guidance. He is frequently called upon as a second set of eyes in advanced cases and as a speaker on topics including estate tax exposure and designing insurance strategies that can withstand change over time.
Jack Elder's Sessions
- May 20
- 1:30 pm
- - 2:20 pm
- Check Mobile App for Locations
- Breakout Session
- NAILBA, Tech & the Next Gen
In this candid conversation, experienced BGA attorneys pull back the curtain on how their firms define scope, coordinate with outside counsel, manage advisor expectations, and hold the line on compliance — all while staying indispensable to complex case design. If you’re a BGA leader thinking about how to sharpen your firm’s advanced planning capabilities, this session was built for you.
- May 21
- 8:00 am
- - 8:50 am
- Check Mobile App for Locations
- Breakout Session
- Cutting Edge Strategies
Jack Elder will show how he uses simple math to change that view. In this session, he walks through how he explains life insurance and long-term care to clients and their other advisors in a clear, calm way. You’ll see how the numbers can speak for themselves and how to make the case for insurance without pressure or sales talk.
