Nick Berner Email & Phone Number

𝐓𝐨𝐝𝐚𝐲'𝐬 𝐫𝐞𝐚𝐥𝐢𝐭𝐲 𝐢𝐬 𝐭𝐡𝐚𝐭 𝐨𝐧𝐞 𝐢𝐧 𝐭𝐡𝐫𝐞𝐞 𝐟𝐚𝐦𝐢𝐥𝐢𝐞𝐬 𝐜𝐚𝐧’𝐭 𝐦𝐞𝐞𝐭 𝐝𝐚𝐢𝐥𝐲 𝐞𝐱𝐩𝐞𝐧𝐬𝐞𝐬 𝐰𝐢𝐭𝐡𝐢𝐧 𝐚 𝐦𝐨𝐧𝐭𝐡 𝐨𝐟 𝐚 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐛𝐫𝐞𝐚𝐝𝐰𝐢𝐧𝐧𝐞𝐫’𝐬 𝐩𝐚𝐬𝐬𝐢𝐧𝐠. 𝐘𝐨𝐮𝐫 𝐠𝐫𝐞𝐚𝐭𝐞𝐬𝐭 𝐠𝐢𝐟𝐭 𝐭𝐨 𝐭𝐡𝐞𝐦 𝐜𝐨𝐮𝐥𝐝 𝐛𝐞 𝐥𝐞𝐚𝐯𝐢𝐧𝐠 𝐚 𝐥𝐞𝐠𝐚𝐜𝐲 𝐭𝐡𝐚𝐭 𝐥𝐚𝐬𝐭𝐬 𝐥𝐨𝐧𝐠 𝐩𝐚𝐬𝐭 𝐲𝐨𝐮𝐫 𝐝𝐞𝐚𝐭𝐡.I'm an experienced and educated life insurance, annuity, and mortgage advisor who's worked for over thirty years with a wide range of professionals to solve problems. There's far more economic uncertainty in people's lives now than ever before. That increasing risk introduces difficult questions about the future, like:🏠 If I die or become critically ill or disabled, how does my family handle mortgage and other recurring payments without my income if they want to stay in our home?🎲 How can I safely protect, enhance, and secure the money I already have without risking its downside? And is there a way to plan for me to borrow against the cash value of a life policy?🧑‍🦳 How can I guarantee TODAY that I will continue to draw recurring income long past retirement?I have answers to all the above and many more such challenges. Your best retirement strategy focuses on INCOME, not ASSETS. In addition to my work with Premier Lending as a mortgage advisor who's originated every kind of property financing, I'm a founder and advisor at LexRex Financial Services, LLC. We work with multiple major life insurance carriers to find and match a solid solution to your unique personal situation. In a March 2023 report from Allianz, a VP said, “A strong retirement strategy will ensure you have enough guaranteed income to cover your essential expenses. That guaranteed income can come from Social Security benefits along with other investments and protection products such as annuities.”Background highlights:🎓 BA with Honors, Cornell | MBA, Michigan 〽️ (Go Blue!)💰 Financial experience w/ Credit Suisse First Boston, Citibank, Palm Computing, GTE, and others🔓 Licensed across the US in life, health, and annuitiesWhether it's a simple term life policy for $1 million or a sophisticated fixed index annuity that guarantees lifetime income, I actually do care and want to see my clients protected. Remember - SAFETY FIRST.Schedule a review call with me using the Calendly link in the Featured section. It's my honor to serve others.

Listed skills include Sales, Sales Management, Management, Marketing, and 32 others.