About Us
With the rising costs of final expenses, the solutions offered by Berger Agency deliver real value to families and individuals. Our focus is twofold: helping our agents thrive while ensuring our clients receive the highest level of service. Whether you join us as a client or as part of our team, Berger Agency is here to serve with dedication and care.
How We Work
Step 1
Discovery & Goals
Step 2
Create a Lifetime Income Plan
Step 3
Protect & Transfer Wealth
Step 4
Ongoing Care & Financial Reviews
The Agent’s Company isn’t just a slogan
it’s our commitment.
Protect Retirement, Preserve Legacies
At Berger Agency we believe retirement is a new chapter — not a worry. We combine retirement income planning, asset protection, and tax-efficient strategies so families keep what they earned and pass it on easily.
-
OUR MISSION
We value and invest in our greatest asset — our people. By providing a supportive, innovative, and growth-driven environment, Berger Agency empowers agents to build sustainable careers while making a lasting difference in the lives of clients.
Why Partner With Berger Agency?
-
Quality Leads, Less Cold Calling
Our system is designed to keep your pipeline full. With our lead programs, you spend less time chasing and more time closing.
-
Accessible, Engaged Leadership
We don’t believe leadership belongs behind a desk. Our leaders are hands-on, approachable, and committed to supporting your growth every step of the way.
-
Training & Resources That Work For You
Built by agents, for agents — our training programs are flexible, easy to access, and designed to help you succeed on your schedule.
-
Product Knowledge & Ongoing Coaching
Stay ahead with regular product updates, sales coaching, and training directly from our leadership team and carrier partners.
-
Learn On The Go
Our podcast network delivers fresh insights into the industry, personal growth, and proven business strategies you can apply right away.
-
Consistent Daily Development
Growth doesn’t happen by accident. At Berger Agency, daily training and shared best practices are woven into our culture.
Brenda Berger
Senior Retirement Advisor, focuses on lifetime income, tax-efficient retirement plans, and legacy planning.
Rob Berger
Senior Retirement Specialist focuses on creating lifetime income strategies and tax-efficient retirement plans. Additionally, Rob is actively involved in agent recruitment, mentoring, and business development, helping life insurance agents grow and scale their businesses.
Columbus Life Insurance Company
Founded in 1908 A+ A.M. Rating
National Life Group
Founded in 1848 • A+ Rated (A.M. Best)
Fidelity & Guaranty
Mutual Of Omaha
Founded in 1909 • A+ Rated (A.M. Best)
Americo
American Amicable
Founded in 1910 • A Rated (A.M. Best)
Athene
Founded in 2009 A+ Rated (A.M. Best)
North American
Founded in 1886 A+ Rated (A.M. Best)