Michael Berner
Broker National Hiring Manager at Bluerock Agency
Based in United States
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Seniority
Manager
Department
Other
Location
United States
Industry
Financial Services
Company size
6
Contact information
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m•••••••@bluerockagency.com
Phone
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Background
About Michael Berner
I am the founder and Broker with Berner Financial Group licensed in California, Washington, and Texas. As a Retirement Planning Specialist I work with public and corporate employees, Small Business owners, self-employed Entrepreneurs and private individuals helping them to understand their Pensions, and retirement options. My main objective is to educate them to understand their Qualified and Non-Qualified plan options, and to start planning for retirement as early as possible through the use of a detailed GAP Analysis. Often times this analysis uncovers needs for Supplemental insurance products like Disability, Long Term Care (LTC), Accident, Hospital, and Critical Illness. With the Senior population growing everyday, Medicare has become exceptionally critical to a huge portion of the population. As an AHIP Certified Medicare Agent, I educate my clients to understand the differences between Original Medicare Parts A&B, Medicare Advantage Part C, the Part D Drug plan, the effective use of Medicare supplements, as well as Medi-Cal option for those that qualify.
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