Jeffrey Craig

Senior Vice President ,
Mercury Financial Group

Jeffrey W. Craig, CLU, ChFC, AEP, is Senior Vice President of Wealth Transfer at Mercury Financial Group.  Mr. Craig 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 advisors to establish, fund and leverage tax-efficient, multi-generational wealth strategies, frequently in tandem with philanthropic techniques. Contact Mr. Craig at, or call 214.906.1840.  You may follow him on LinkedIn at


About Mercury Financial Group

Mercury Financial Group is a premier national advisory firm that works exclusively with financial advisors and their high-net-worth clients on wealth advisory issues. Our focus and expertise is solely on wealth advisory issues. We are able to stay abreast of all the latest tools and techniques high-net-worth clients can employ. We help facilitate the wealth advisory process working with the financial, tax and legal advisors, and helping coordinate the process so that everyone is working in concert with the same ultimate goal: implementing a sound, comprehensive wealth advisory plan for these important clients.                                                                      

1445 Ross Avenue, Suite 4600, Dallas, TX 75202 - 877.842.1212  -

I No Longer Need This ILIT - Owned Policy - What Should I do?
VIEWPOINTS: Jeffrey Craig, SVP, Wealth Transfer at Mercury Financial Group; The American Taxpayer Relief Act of 2012 was passed by Congress and signed by the President in January of 2013. For the first time in more than a decade certainty has been achieved in estate planning matters such as the Death Exclusion, Lifetime Gifting and Estate Tax rates.
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