Legal/Shield/IDShield, Robert Berglund, Senior Director Associate, Certified: (Employee Benefits, Small Business, CDLP). Identity Theft Protection. BERGLUND FINANCIAL: (NJ, PA). Retirement Income Planning, IRA RolloversLife Insurance, Annuities. Create your own ''Personal Pension” using Fixed and Index Annuities, with Guaranteed Income you cannot outlive. Life Insurance: Term (10,20,30 yr) and “cash value - Index Universal Life”. Not FDIC insured. Does not provide tax advice.
Robert prefers ''in-home'' appointments because it is more efficient for families to coordinate their busy schedules. Documents and policies may be needed for review are accesible at the interview.