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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.
Mon8:00am - 7:30pm
Tue8:00am - 7:30pm
Wed8:00am - 7:30pm
Thu8:00am - 7:30pm
Sat9:00am - 3:00pm
Jeff Gillespie - Sep 7, 2016
As always, my wife and I had some questions about our insurance policy and Jim answered them quickly and professionally! His office always gives exceptional service!
Paul DeRosa - Aug 3, 2016
My wife and I met with Jim as we have both recently retired, and wanted to review our holdings, and discuss changes that might be needed. Jim answered all our questions in a very professional, non-threatening, low key approach. We were very comfortable with the information presented and would recommend Jim again.
Very friendly and knowledgeable
Sancho Jacinto - Jul 3, 2016
Mr. Jim Bertine has been really helpful. He explained multiple policies well in a straightforward manner. He is also very friendly which made me feel comfortable talking to him. He gets the job done very smoothly. He also cares for his clients which is great.
Excellent consultation and service.
Lee Porter - Jun 28, 2016
Jim, Has is a true and trusted friend for those of us who do not understand or pay enough attention to financial planning for ourselves and our loved ones. Every question is answered so that we may understand the answer and no pressure is put on us to make decisions that we do not understand or completely agree with. We are blessed to have in as a brother knight and a friend.
Anthony Garrett - Jun 8, 2016
As always, Jim Bertine demonstrated in-depth knowledge of the insurance products. He provided several options, cost options and a way ahead. I am very pleased with the support and services that Jim Bertine provides.