Jerry Montgomery Memorial Research Fund

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Jerry Montgomery, CIC, CRM, LUTCF

In memory of Jerry Montgomery, CIC, CRM, LUTCF, and his contributions as an educator and friend, Robert (Bob) Rogers, CLU, ChFC and The National Alliance Research Academy have established the Jerry Montgomery Memorial Research Fund. Jerry tirelessly dedicated himself to maintaining the highest academic standards possible while encouraging others to do the same. Jerry was a positive force in the insurance and risk management industry and touched the lives of those he taught in his over ten years at The National Alliance for Insurance Education & Research. Watch Bob Rogers, fund chair, honor Jerry’s legacy and explain why it’s important for you to be involved.

To continue Jerry's legacy and commitment to professional education the Jerry Montgomery Memorial Research Fund was created to provide scholarships for deserving university students enrolled in the University Associate Certified Risk Manager (UACRM) and University Associate Certified Insurance Counselor (UACIC) programs and to provide continuing financial support to allow these students to obtain their designations. The UACRM and UACIC programs allow university students the ability to gain credit for two parts of their designation while pursuing their degree plan.

A tax deductible $200 contribution to the Jerry Montgomery Memorial Research Fund would fully pay for a student’s cost to participate in the UACRM or UACIC programs. There is no better way to insure that the practical and theoretical knowledge necessary to succeed in our industry is gained at this level. The future of our industry depends on it.

By funding a scholarship or committing to fund multiple scholarships, you will receive a specially struck JM lapel pin and the recipient name and their sponsoring university. You will also know that you are helping in a genuine career-changing opportunity and keeping Jerry Montgomery’s legacy going strong.

Contribute Now
When making a tax deductible contribution of $200, you may elect for your money to go to a general scholarship fund that will be used to assist college students across the country. You may also specify that your funds benefit a particular university from the list of participating universities.

Please designate your contribution to the Jerry Montgomery Memorial Research Fund by selecting the general scholarship fund or the university of your choice below:


For more information about the Jerry Montgomery Memorial Research Fund or to contribute a different amount please contact The National Alliance Research Academy;; 800-633-2165.

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