Robert J Berglund
Retirement and Insurance Advisor. Futurity First. Retirement Income Planning, Life & Health Insurance ... Medicare Supplement & Medicare Advantage
- Role
- Life Insurance, Ira 401k Rollover, Retirement Income Planning, Legalshield Idshield at Berglund Financial Group
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Robert J Berglund
Robert Berglund offers personalized Retirement Income Planning (Life Insurance, Index…
Experience
Life Insurance, Ira 401k Rollover, Retirement Income Planning, Legalshield Idshield
Oct 2010 — Present · JE
Berglund Financial Group is dedicated to Retirement Income Planning and Tax-Free Retirement Solutions, offering safe and secure protection and growth of assets by providing Safe Money Alternatives (specializing but not limited to Baby Boomers and Seniors). We focus on Life Insurance, Fixed Annuities and Fixed Index Annuities, designed for uncapped Income growth and lifetime income guarantees, as a supplement for retirement through a dozen leading and financially secure insurance companies.As an Independent Manager Associate with LegalShield, Robert Berglund is able to offer the preparation of a will through LegalShield, thereby enhancing service provided to his clients with affordable solutions.We are affiliated with 123College.com, and help parents and students find the money they need for college. In addition, through a program (FundCollege) sponsored by Sage Scholars, Inc, we are able to use life insurance as a self-directed college funding vehicle to provide as much as towards the cost of a 4 year college degree.The primary concern of retirees and baby boomers is the fear of outliving their money, and we provide solutions with guaranteed income streams they cannot outlive. The second concern is that they may lose a portion of their liquid assets, and we help reposition their retirement assets without the risk of losing any of it.With this in mind, we work with each individual client to help clarify each clients\' unique situation, ie: where they are, where they want to be, and how to get there. Because of our association and support with over a DOZEN different insurance companies, we are able to provide the optimum solution for each client.
Education
The University of New Mexico
Transferred to California State University Long Beach, Accounting and Business/Management
California State University, Long Beach
Bachelor of Science, Accounting/Business
Certified Continuing Education
Satisfied Requirements of State of NJ for License, Insurance/Annuities, Taxation, Retirement
2008 — 2022
The American College of Financial Services
Various Courses:, Estate Planning, Retirement Planning
2006 — 2018
Los Alamos High School
High School Diploma, Math and Science
Skills
- Iras
- Life Insurance
- Universal Life
- Term Life Insurance
- Retirement
- Strategic Financial Planning
- Financial Services
- Estate Planning
- 401k
- Wealth Accumulation
- Long Term Care Insurance
- Disability Insurance
- Financial Planners
- Wealth Management Services
- Fixed Annuities
- Wealth
- Employee Benefits
- Medicare
- Investments
- Retirement Planning
- Pensions
- Health Insurance
- Retirement Solutions
- Final Expense Insurance and Funeral Planning
- Indexed Annuities
- Insurance
- Financial Planning
- Whole Life
- Long Term Care
- Accounting
- Small Business
- Asset Allocation
- Mutual Funds
- Fixed Indexed Annuities
- Business Development
- Accounting, Tax Preparation, Seminar Presenter, Power Point
- Financial Advisory
- Wealth Management
- Roth Ira
- College Savings Plans
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