Michael Berner

Michael Berner Email and Phone Number

Retirement Income and Medicare Specialist @ BlueRock Agency
Michael Berner's Location
Altadena, California, United States, United States
Michael Berner's Contact Details

Michael Berner work email

Michael Berner personal email

Michael Berner phone numbers

About Michael Berner

I am the founder and Broker with Berner Financial Group licensed in California, Washington, and Texas. As a Retirement Planning Specialist I work with public and corporate employees, Small Business owners, self-employed Entrepreneurs and private individuals helping them to understand their Pensions, and retirement options. My main objective is to educate them to understand their Qualified and Non-Qualified plan options, and to start planning for retirement as early as possible through the use of a detailed GAP Analysis. Often times this analysis uncovers needs for Supplemental insurance products like Disability, Long Term Care (LTC), Accident, Hospital, and Critical Illness. With the Senior population growing everyday, Medicare has become exceptionally critical to a huge portion of the population. As an AHIP Certified Medicare Agent, I educate my clients to understand the differences between Original Medicare Parts A & B, Medicare Advantage Part C, the Part D Drug plan, the effective use of Medicare supplements, as well as Medi-Cal option for those that qualify.

Michael Berner's Current Company Details
BlueRock Agency

Bluerock Agency

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Retirement Income and Medicare Specialist
Michael Berner Work Experience Details
  • Betterlife Insurance Services
    Medicare Insurance Broker (Mapd, Pdp, Supplements)
    Betterlife Insurance Services May 2023 - Present
    As a Medicare Advantage Broker, I work with Doctors offices to helping their Senior clientele get the Medicare Insurance policies that best meet their needs.
  • Berner Financial Group
    President & Ceo
    Berner Financial Group Mar 2018 - Present
  • Bluerock Insurance & Financial Specialist
    Retirement Specialist
    Bluerock Insurance & Financial Specialist Mar 2018 - Present
  • Bluerock Agency
    Broker/National Hiring Manager
    Bluerock Agency Aug 2018 - Present
    Newport Beach, California, Us
    At BlueRock Agency we don't believe in cookie cutter solutions when it comes to protecting your family. That's why we take time to understand your family's needs and goals for the future and work together to achieve those goals. 

We are here to help protect your retirement, family, mortgage, and assets. We provide comprehensive retirement planning, mortgage protection insurance, final expense / burial expense, life insurance, and wealth transfer along with expert and experienced guidance to help you achieve lifelong financial well-being. For all of life's milestones, we're here for you, your family and your business. 
I'm licensed in multiple states and contracted with several major carriers which allows me to customize the best product to meet your needs. 
• Retirement Protection• Mortgage Protection• Final Expenses• Life Insurance• College Funding • Medicare Supplements• Estate Planning

We are also hiring! 
Our Agency is passionate about creating an entrepreneurial platform for both personal producers who desire an active six-figure income and Entrepreneurs that want to build their own business.
  • Aflac
    Employee Benefits Consultant
    Aflac Jul 2019 - Oct 2023
    Columbus, Ga, Us
  • Family First Life
    Broker/Field Underwriter
    Family First Life Mar 2018 - Nov 2018
    Uncasville, Connecticut, Us
    As a Broker/Field Underwriter I help families with uncertainty. By working with numerous carriers I help people with Life Insurance for Mortgage Protection & Final Expense, Critical Illness & Disability, Retirement protection, Annuities, and Medicare plans.
  • Victory Real Estate Solutions, Llc
    Managing Principal
    Victory Real Estate Solutions, Llc Jan 2012 - Oct 2017
    Victory RES is a real estate investment company that buys, sells, and holds real estate, foreclosures, short sales, and mobile Homes.Our Mission is to help people get into homes, and back into homes regardless of their credit history.
  • Paramount Pictures
    Project Manager/Sr. Systems Analyst & Clarity Administrator
    Paramount Pictures Oct 2006 - Dec 2011
    Los Angeles, Ca, Us
  • Pmi-La
    Director, Programs
    Pmi-La 2008 - 2008
  • Kinecta Federal Credit Union
    Project Coordinator (Branch Operations)
    Kinecta Federal Credit Union Jan 2006 - Oct 2006
    Manhattan Beach, Ca, Us
  • Kinecta Federal Credit Union
    Sr. Pc Support Specialist
    Kinecta Federal Credit Union Jan 2002 - Jan 2006
    Manhattan Beach, Ca, Us
  • Info Technologies, Inc.
    Technical Consultant
    Info Technologies, Inc. Aug 1999 - Sep 2001
  • Gerling America Insurance Corporation
    Network Manager
    Gerling America Insurance Corporation 1995 - 1996

Michael Berner Skills

Entrepreneurship Project Management Management Strategic Planning Real Estate Marketing Leadership Team Building Sales Investment Properties Vendor Management Start Ups Customer Service Business Analysis Negotiation Strategy Social Media Marketing Business Planning Online Marketing Business Development Budgets Small Business Training Process Improvement Team Leadership Marketing Strategy Contract Negotiation Networking Project Planning Crm New Business Development Relationship Management Financial Analysis Coaching Business Process Improvement Time Management Management Consulting Portfolio Management Business Strategy Social Networking Real Estate Transactions Account Management Investors

Michael Berner Education Details

  • Capella University
    Capella University
    Information Technology - Project Management & Leadership
  • Rich Dad Education
    Rich Dad Education
  • Southern New Hampshire University
    Southern New Hampshire University
    Marketing/Management
  • Fortune Builders
    Fortune Builders
    Real Estate

Frequently Asked Questions about Michael Berner

What company does Michael Berner work for?

Michael Berner works for Bluerock Agency

What is Michael Berner's role at the current company?

Michael Berner's current role is Retirement Income and Medicare Specialist.

What is Michael Berner's email address?

Michael Berner's email address is mb****@****lac.com

What is Michael Berner's direct phone number?

Michael Berner's direct phone number is +162625*****

What schools did Michael Berner attend?

Michael Berner attended Capella University, Rich Dad Education, Southern New Hampshire University, Fortune Builders.

What are some of Michael Berner's interests?

Michael Berner has interest in Children, Education.

What skills is Michael Berner known for?

Michael Berner has skills like Entrepreneurship, Project Management, Management, Strategic Planning, Real Estate, Marketing, Leadership, Team Building, Sales, Investment Properties, Vendor Management, Start Ups.

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