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Categories

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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.

Business Information

Hours Mon9:00am - 5:00pm
Tue9:00am - 5:00pm
Wed9:00am - 5:00pm
Thu9:00am - 5:00pm
Sat9:00am - 3:00pm
Phone (703) 845-3402
Location Get directions
Website www.jimbertine.com
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Recent reviews

Retirement Preparation

Rob Wilson - Jul 11, 2017

Jim is always accommodating speaking with him is always a pleasure. I approach our meetings knowing two things: 1) I am going to learn something new and 2) I am going to hear the unfettered truth with all implications. Each time, I feel better prepared for the future or know what I need to do to tweak my current plan to get prepared. Anyone of the Catholic persuasion in particular can rest assured that insurance and investments are being prepped for a comfortable retirement.

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