To Learn More About The O'Neill Company Approach,
please contact:
Mr. Terry O'Neill
The O'Neill Company
Tel: (949) 586-8001
Fax: (949) 454-6543
email: info@theoneillco.com
http://theoneillco.com

Terry R. O'Neill, President, CEO and Founder of
The O'Neill Company:

Since founding The O’Neill Company over two decades ago, Terry R. O’Neill has provided guidance and leadership in health and welfare benefit programs, business succession planning, in addition to estate, financial and insurance planning for thousands of enterprises and individuals through out the United States. His company provides consultation and design services in the areas of retirement planning, executive benefit planning, deferred compensation arrangements, and other forms of benefit planning.

Mr. O’Neill has held a variety of leadership roles in the financial services industry. He is past President of the International Forum and a former board member of the Association for Advanced Life Underwriting (AALU). He has also served as an advisor to several life insurance companies and, from 2000-1, as chairman of the advisory council for an affiliate of North America's largest life insurance company. Most recently, he was appointed as an advisor to The Small Business Council of America.

Mr. O’Neill maintains a strong presence in industry and governmental affairs. He has served on committees that have advised Congress and the U.S. Treasury on executive and employee benefit plans, life insurance, and estate planning issues. In addition, he has advised California legislators and governors on business and economic issues.

Mr. O’Neill’s book, The Life Insurance Kit, was published by Dearborn Financial Publishers in 1993. His articles on executive benefits, estate planning, life insurance, and other financial topics have appeared in Leaders Magazine, Life Association News, Financial Services Week, The National Underwriter, Workforce, Employee Benefit Plan Review, and other financial and legal publications. A nationally-recognized speaker, he has lectured on retirement planning, executive benefits, estate planning, and related topics to business owners, executives, federal legislators, benefits professionals, accountants, attorneys, and consumers.