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Berger Insurance Services (BIS) is committed to assist CPAs in moving into providing more financial services for your clients or expanding your current financial services business. We want to help you reach the next level of economic and business success in your practice.
How can we help you expand your
business?
Your clients’ interest and your valued relationship with your client will always be our most important consideration with any thing we do.
1. Provide you with quality professional financial ideas that may benefit your clients by helping them save money, increase their wealth or protect their families and businesses. An example is the P.A.R. program for life policy reviews.
2. Have available some of the best companies for life insurance, disability income, long term care and annuity products that will help meet your clients needs.
3. Our unique and high quality insurance underwriting expertise helps us get insurance for many of your clients that could not get insurance elsewhere.
4. Even healthy people we can usually get the best premium rates possible.
5. Help provide client friendly professional presentation materials.
6. Help you get paid for the additional financial services you provide:
♦ Assist you or one of your employees in getting licensed and appointed by quality insurance companies.
♦ Do joint work with you and help make the sales presentations.
♦ Many CPAs prefer to charge fees for financial advice only. Berger Insurance Services or a member of out high quality agent network can help to implement the financial advice you provide.
♦ Also, we can even work effectively with most insurance agents that you may have good relationships with already.
♦ Click here to fill out the Insurance and Professional Registration form.
Please fax the form to Berger Insurance Services at (760) 435-9703
Berger Insurance Services
Fredric A. Berger, CLU, ChFC, MSFS, FALU
CA Ins. Lic. # 0B05081
(760) 435-9702 or Toll (888) 435-9702
UndSolutions@cs.com