- Service & Staff
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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.
Customer Service by Staff Member
Beneficiary Changes, EFT/MAC Changes, Policy Loans, Annuity Withdrawals, Policy Servicing
Mon8:00am - 4:00pm
Tue8:00am - 4:00pm
Wed8:00am - 4:00pm
Thu8:00am - 4:00pm
Fri8:00am - 4:00pm
Putting together final insurance papers
Marshall Nolan - Feb 12, 2018
Jim goes the extra step in all areas. I feel very comfortable with our product. All questions were well answered.
Richard - Dec 12, 2017
Jim Bertine was pleasant and friendly provided helpful information in conversations and materials with absolutely no pressure.
Terry Rizzo - Dec 6, 2017
Mr. Bertie was very pleasant and helpful. I was very pleased with the information and advice. He made the experience satisfying. I thank him for his help.
Tim Mc Crum - Dec 5, 2017
Jim is very patient, dedicated, and follows through in his work for the Knights Insurance. I look forward to working further with him.
Jim is the best
Marshall Nolan - Dec 3, 2017
Simply put, Jim cares and is willing to spend as much time as needed to make one feel comfortable. Add to the equation that Jim really knows his product and how it compares to other options. Since he keeps up with the confusing world of today, I am most confident on my direction now and look forward to Jim's caring and insight.