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Steven Bergee
Senior Vice President And Managing Partner, Chief Design Specialist at E4 Insurance Services
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Work Experience
Senior Vice President And Managing Partner, Chief Design Specialist
Nov 2019 - Present · 5 years and 2 months
e4 Brokerage, LLC
Nov 2009 - Nov 2019 · 10 years
Partner
Jan 2015 - Nov 2019 · 4 years and 10 months
Vice President, Sales And Marketing
Nov 2009 - Dec 2014 · 5 years and 1 months
Company Details
11-50 Employees
As an independent insurance consulting firm, wealth managers and financial professionals choose E4 Insurance Services as their lead risk management partner for our responsiveness, expertise and objective approach. What this means to you is we help enhance your client experience, without diverting your core focus. We work with you in the method and manner you conduct business to help complete the planning you do with clients, in a non-conflicted manner. We understand the unique differences between fee-only and fee-based RIAs, registered representatives and insurance professionals. As such, our relationship with you first starts with a deep understanding of your business and planning philosophies. We learn how you work with clients so together we can determine a service model that best aligns with your practice. Complete alignment with you and your clients’ objectives is our only acceptable baseline. At your discretion, we also review existing policies your clients may already own, on your behalf. This helps you be more comprehensive in the value you offer, without being distracted. Our services are designed with the highest level of respect for your role. We communicate on every aspect of the solutions we recommend and are fully transparent in our process. As an independent partner, we focus on you and your clients’ best interest, not a particular company’s best interest. The real benefit is the knowledge, accessibility, and confidence you gain in serving your clients’ risk management and insurance needs, completely and efficiently.
Year Founded
2019
Social Media
LinkedinFacebookTwitter
Industry
Insurance
HQ Location
2280 45th St S Suite C Fargo, North Dakota 58104, US
Keywords
Life InsuranceRetirement PlanningAnnuitiesLong-Term Care InsuranceIRA MaximizationEstate PlanningPolicy ReviewExecutive BonusBuy-Sell PlanningKey Man Insurance
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