Our Services

IT IS ALL ABOUT PERSONAL ATTENTION

There exists 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.

This is 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 are looking to grow your personal nest egg or shrink your corporate overhead, look to Berdan Benefits. Because whether your business is a C or a 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

    Disability overhead expense

    Executive bonus plans

    Formal salary continuation plans

    Group life, 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 DI/Social Security

    Life insurance (term, UL, VUL, whole)

    Long-term non-cancelable disability plans, overhead expense, buyout plans

    Medical/dental plans (PPO, HMO, HSA, child coverage, and short-term)
  • A LONG-TERM VIEW

    Retirement plans

    Mutual funds

    Financial strategies

    Annuities



Berdan Benefits. Financial Services and Insurance.


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