Insurance Planning

As the stresses and strains of daily life grow, the time to properly plan can be difficult to find.

And honestly – who wants to sit down and talk about life insurance and the role it may play in your family’s future?

Fortunately, there is Berdan Benefits.

Since 1985 our professional team provided at least three things to each of our clients:

  • The broadest selection of financial services available;
  • The highest level of personalized service imaginable; and
  • Taking the time to interpret the fine print and make every policy easier to understand.

“Intelligence alone, without wisdom and empathy for suffering, is hollow.”

—John G. Stoessinger

We are here to answer your questions and provide unique, creative solutions specifically suited to your individual needs and budget.

That is why businesses and individuals alike have trusted our ability to think creatively. We identify and manage risks they didn’t realize they had.

We have established relationships with dozens of quality carriers to ensure you have your choice of a wide range of financial products to suit your needs.

Berdan Benefits provides solid know-how in a full range of insurance related issues, including:

  • Term, Universal Life, and Variable Universal Life Insurance
  • Key Person insurance
  • Buy/Sell funding for businesses
  • 1035 Exchanges
  • Funding Irrevocable Life Insurance Trusts (ILITs)
  • Beneficiary designation review, including UTMA
  • Group life plans

Buying life insurance for your business or personal needs can be a painful experience. You can put decades of Berdan Benefits’ industry knowledge and personalized attention to work for you by contacting us today.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck