Business Strategy Institute Faculty of San Diego
Frederic a. Berger, CLU, ChFC, MSFS, FALU, CEPA
LIFE INSURANCE ADVISOR & EXIT PLANNER
With over 40 years in life insurance, 20 years in Underwriting and the last 22 years as an independent brokerage general agent. Fred’s underwriting experience allows him to help agents and personal clients secure the best life insurance value regardless of their medical health. Fred’s firm specializes in life insurance, long term care insurance, disability income, and life settlements.
As a Certified Exit Planner, Fred works with business owners to design exit and succession planning by evaluating their company and helping accelerate the value, making it ready to sell over the next three to five years.
Currently a volunteer mentor for the SBA Score program that helps businesses. Previously taught Finance at the University of Phoenix. Active in numerous senior groups, the Senior Certified Advisor of San Diego, Chamber of Commerce, and Diabetes and Alzheimer’s groups.
He enjoys spending time with his wife, four children and 10 grandchildren. Fred plays tennis, pickleball as well as travels.
Agents Insurance Services of America, Inc.
16870 West Bernardo Drive, Suite 400, San Diego, CA 92127
(760) 435-9702
AISOA | Agents Insurance Services of America
CPA
ATTORNEY
BANKER
property casualty - risk manager
M&A