Dear Clients and Friends,
Someone recently said that “rather than learning what you do, people care much more about understanding why you do it”. I am celebrating my 30th year in the insurance and financial services business and want to thank clients and friends for continuing to place their trust in me to protect what they value most. It is the “why” I wake up each morning and do what I do.
Let me share a brief history of my career. In 1980 I became an agent with the Equitable Life and worked my way to district manager until 1990 and then got hired by Prudential Financial Services as an assistant Agency manager in Savannah, Georgia.
In 1998 I relocated to Charlotte NC and opened my own life insurance agency as a Founding Partner for the Alliance Group because they were doing what no one else thought to do. They understood that helping folks survive life’s financial emergencies while living may be more critically urgent than delivering a claim check at the time of death. We at LR Berg Group refer to this as LIVING BENEFITS. All too often, our friends and family members become chronically, critically, or terminally ill (heart attack, stroke, or diagnosis of cancer for example) and need financial help now to make up for lost earnings, increased expenses, or worst case, a pending foreclosure and/or bankruptcy. The Alliance group believes no one should lose their home or business if they become ill.
Imagine knowing that you could access up to 90% of the policies face amount, while living, to be used any way you saw fit. It may mean the difference between financial life and death while my clients are still living!
You may be asking yourself the same question I asked myself years ago:
Why would anyone want to own life insurance protection without “living benefits” INCLUDED AT NO ADDITIONAL CHARGE?
I hope you will take the time to browse our websiteand invest six minutes to watch our “Living Benefits” video online featuring clients who have made a claim and received benefits. It truly changed their life and reinforced my dedication to mentor the agents who represent LR Berg Group and Alliance. It is why I continue my work with passion and caring.
With gratitude,
Larry Berg, Founding Member
LR Berg Group
201 Devonport Dr., Matthews NC 28104
(Office) 704-821-4774
(Mobile) 704-516-1822
(Fax) 704-821-4776
(Email) lrberggroup@gmail.com
Life | Annuities | Retirement Plans | Asset Management Protection
A Member of The Alliance Group