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Annual Review - 1 Hour
It's always a good idea to review your plan of protection. I recommend doing so once a year. Together, we can go over any questions you have, update beneficiaries and make any other changes you need.
Insurance Discussion - 1 Hour
Life Insurance, Annuities, Long-Term Care Insurance, Disability Insurance
New Member Presentation - 1 Hour
Learn more about our history, charitable works, and fraternal benefits. Ask questions and discover how you and your family can make the most of your membership in the world's largest Catholic, Family, Fraternal, Service organization.
Survivor Assistance - 1 Hour
My first duty as a Field Agent is to put into action The Venerable Father Michael J. Mc Givney's charge of offering aid and service to the widows and orphans of a Brother Knight. I help survivors in absolutely any way I can.
Mon9:00am - 5:00pm
Tue9:00am - 5:00pm
Wed9:00am - 5:00pm
Thu9:00am - 5:00pm
Sat9:00am - 3:00pm
E.B. - May 18, 2017
I have had the pleasure of knowing Jim for 3 years, and recently converted to Catholism. Once I became Catholic I knew I would meet with Jim to help me prepare for my future. I will married soon and thanks to Jim I truly feel as though my future wife will be taken care of. Jim was patient will all of the questions we had, and extremely knowledgeable. He knows that Stephanie and I are just starting out and didn't force us into anything we weren't ready for. Jim will always be a part of our family
100% Confidence in Jim Bertine
S.K. - May 12, 2017
Jim's knowledge about insurance and finances, and his compassion for his customers is stellar. He puts his faith into action. You just know he loves his work.
Review of consult
Hank Pichocki - May 12, 2017
Jim is the best. Very trustworthy and knows his stuff. This so annoying that I have to do 100 characters. Jim is the only character I know
disbursement of SEP Funds
AJ Garlichs - May 5, 2017
Jim was well prepared for our appointment. He presented the pros and cons of several options. I have worked with Jim for several years and he has always been a trusted advisor. He always puts the best interest of his clients and their families first. I would strongly recommend him to any K of C member.
Henry Pichocki - May 4, 2017
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