01
Conversation
Michael learns what you are trying to accomplish and identifies areas where insurance products or outside professionals may be appropriate.
Protect What Matters. Build Your Legacy.
Gurdak Financial helps individuals and families understand their insurance options and coordinates access to the attorneys, accountants, insurance carriers, and other professionals who may be involved in protecting what they have built.
Licensed insurance professional
Life & Health insurance solutions
Professional coordination
The right people, connected
Michael A. Gurdak II
Licensed Insurance Professional & Client Coordinator
License No: 20846302
Gurdak Financial
Licensed Insurance Professional & Client Coordinator
Michael A. Gurdak II helps clients identify insurance needs, understand available insurance products, and connect the professionals involved when broader legacy or estate-planning objectives arise.
Michael serves as a central point of contact for clients, insurance carriers, estate-planning attorneys, CPA and accounting professionals, beneficiaries, and estate-plan platform support personnel when appropriate.
Attorneys provide legal advice and legal documents. Accountants and CPAs handle tax and accounting matters. Michael handles insurance products within his licensing and carrier appointments, while helping keep communication organized between the parties.
Insurance solutions
Life, annuity, final expense & supplemental products
Professional coordination
Helping the right people stay connected
Client-first approach
Clear explanations and no-pressure conversations
Legacy-focused service
Support for what matters most
One Team, One Point of Contact
You remain in control. Michael helps keep the right people connected.
Michael / Gurdak Financial
Insurance & coordination
Attorney
Legal advice & estate documents
CPA / Accountant
Tax & accounting matters
Insurance Carriers
Insurance & annuity contracts
Estate-Plan Platform
Digital documents, portal & support
Family / Beneficiaries
Legacy objectives
You remain in control. Michael helps keep the right people connected.
Insurance Solutions
Straightforward insurance options and professional coordination for the people and goals that matter most.
Modern Estate Planning Without the Binder
For clients who want an estate plan, Michael can help connect them with an attorney-supported digital estate-planning platform. Licensed attorneys and the platform handle legal documentation, legal advice, drafting, and legal review.
Gurdak Financial does not provide legal services. Estate-planning legal services and document preparation are performed by participating licensed attorneys. Michael's role is to help coordinate the process and serve as a point of contact.
What a digital platform can make easier
- Secure online client portal
- Digital access to estate-plan documents
- Electronic document storage and e-vault capabilities
- Remote change-request tools when included
- Attorney participation and review
- Coordination support for the asset-funding process when included
Simple, predictable pricing
The digital estate-plan platform uses an upfront implementation cost with an ongoing annual platform-access fee. Available services, documentation, changes, and attorney involvement are explained before enrollment.
How We Work Together
A clear, coordinated path from your first conversation through ongoing support.
02
Insurance Review
When insurance may help meet your objectives, Michael explains available products within his licensing and carrier appointments.
03
Professional Coordination
If legal, tax, accounting, or other services are needed, Michael helps connect and coordinate you with the appropriate professional.
04
Attorney-Led Estate Plan
When you choose the digital estate-plan service, licensed attorneys and the estate-plan platform handle legal documentation, advice, drafting, and review.
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Implementation
Michael can assist with insurance implementation and coordinate with the other professionals involved as appropriate.
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Ongoing Relationship
Keep Michael as a central point of contact as insurance needs, beneficiaries, family circumstances, or legacy objectives change.
Access to Leading Insurance Carriers
As an independent insurance professional, Michael can work with multiple insurance carriers rather than being limited to one company's product lineup. Product and carrier availability varies by state, licensing, appointment, underwriting, and individual circumstances.
And many more carriers
Why Clients Work With Michael
A clear point of contact
One person to help organize the conversation and keep the right professionals connected.
Insurance-focused guidance
Clear explanations of available insurance products within Michael's licensing and appointments.
A legacy-minded approach
Support that keeps family, beneficiaries, and long-term objectives in view.
Protect what matters with the right people connected.
Start with a straightforward conversation about your insurance needs, legacy goals, and the professional support that may be appropriate.
Schedule a Conversation
Tell Michael what you are hoping to accomplish. He will follow up to schedule a time that works for you.
Important disclosures
Insurance products are offered through appropriately licensed insurance carriers and are subject to availability, underwriting requirements, carrier terms, state licensing, and appointment. Gurdak Financial and Michael A. Gurdak II do not provide legal, tax, accounting, securities, or investment advisory services. Legal advice and estate-planning documents are provided by appropriately licensed attorneys. Tax and accounting matters should be discussed with qualified tax or accounting professionals. Any estate-planning platform or professional referenced by Gurdak Financial is responsible for services provided within its respective area of practice. Annuity and insurance recommendations are subject to applicable insurance regulations, suitability requirements, carrier guidelines, and product availability.