Home

About Us

	Our Company
	Our Customers
	Our Services
	The Principal Financial Group®
	Visiting Our Office
	Tell A Friend

Learning Center

	Articles
	Calculators
	Newsletters
	E-Seminars
	Glossary

Request A Quote

	Annuity
	Long-Term Care Insurance
	Life Insurance
	Disability Insurance
	401(k) Information Request

Our Services

IT’S ABOUT PERSONAL ATTENTION There are a host of financial professionals who say they can do everything you need them to do, but how many of them really come through for you? At Berdan Benefits, we work hard to maintain the broadest selection of financial services available anywhere on the west coast. That’s why businesses and individuals alike rely on our experience and established relationships with dozens of fine companies to address needs they didn’t even realize they had. Whether you’re looking to grow your personal nest egg or shrink your corporate overhead, look to Berdan Benefits. Because whether your business is a C or an S Corporation, partnership or sole proprietorship, Berdan Benefits can be there with the answers you need:

FINANCIAL SERVICES · 401(k), SEP and IRA plans · Buyout programs · Cobra assistance · Defined benefit plans · Disability insurance · Executive bonus plans · Formal salary continuation plans · Group life, AP, LTD and AD&D plans · Group medical, dental and 125 plans · Split dollar plans

LIFESTYLE PLANNING · Cobra conversion, guaranteed issue and major risk · Disability assistance with state PI/Social Security · Life insurance (term, UL, VUL, whole) · Long-term non-cancelable disability plans, overhead expense, buyout plans · Medical/dental plans (PPO, HMO, youth care, and short-term)

A LONG-TERM VIEW · Retirement plans · Mutual funds · Financial strategies · Annuities · CDs

Berdan Benefits. Insurance and Financial Services.

Mark J. Berdan is licensed in CA (Lic. #870019), AZ, NV, OH, NJ, and UT to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, AZ, NJ, NV, NY, OR, UT, and VA and adviser registered in CA.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Mark J. Berdan may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Mark J. Berdan that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Mark J. Berdan, Principal National and Principal Life Financial Representative, Princor Registered Representative, Financial Advisor. Berdan Benefits is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification is 71161.

Berdan Benefits. Insurance and Financial Services.

Our Services

About Us