This fund provides scholarships to UACIC and UACRM university student participants and continues as a growing legacy of research in honor of our colleague and friend—the engaging, inspiring, and unforgettable, Jerry Montgomery.

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.

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 $100 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.

To learn more about this special man and fund, watch Bob Rogers, fund chair, honor Jerry’s legacy and explain why it’s important for you to be involved, click here.

This fund and The Academy assist educational institutions in their efforts to attract new people into the risk management and insurance industry through the University Associate Programs (UACRM and UACIC). These programs encourage college students to become active and engaged members of the insurance and risk management community prior to their graduation.

Participating Universities and Colleges:

  • Appalachian State University
  • Ball State University
  • Baylor University
  • Butler University
  • California State University–Fullerton
  • East Carolina University
  • Eastern Kentucky University
  • Florida State University
  • Heidelberg University
  • Middle Tennessee State University
  • New Mexico State University
  • Olivet College
  • Temple University
  • University of Akron
  • University of Central Arkansas
  • University of Colorado–Denver
  • University of Georgia
  • University of Houston–Downtown
  • University of Louisiana–Lafayette
  • University of Mississippi
  • University of North Carolina at Charlotte
  • University of North Texas
  • University of South Carolina
  • University of Southern Maine
  • University of Texas at Dallas
  • University of Wisconsin—Oshkosh

To make a contribution, go to TheNationalAllianceBooks.com and search for “Jerry.”