Insurance Solutions for Life
Birkenstein Financial Associates
Eric Birkenstein, CLU, ChFC
Eric is a recognized speaker and expert on 1035 exchanges as well as Group Disability Insurance in Chicago. He was the keynote speaker at The Financial Planning Association of IL and has also served as an expert witness for Life Insurance Litigation. He is the author of several articles including "Under the Radar" and "Reduce those Life Insurance Premiums with a Tax Free Exchange".
Earning his degree in Finance at the University of Iowa, Eric entered the insurance industry in 1985. He earned his Chartered Life Underwriter (CLU)* and Chartered Financial Consultant (ChFC)* designations from the American College.
Long active in the community, he is Trustee of The Glencoe Police Pension Fund, past Assistant District Governor of Rotary District 6440, and Past-President of the Winnetka- Northfield Rotary. Eric also served on the Board of Directors of The North Shore Center for Performing Arts Foundation for eight years, the Board and as an officer of The Standard Club for six years and Jewish Council for Youth Services for 14 years.
For successful businesses, executives, and entrepreneurs requiring expert assistance with insurance planning, Eric Birkenstein brings skilled experience. More than 30 years as a Life Insurance Advisor, he has helped high net worth individuals and businesses develop solutions for:
Employer provided Group Life and Long Term Disability Insurance.
Personal Life Insurance Planning for high net worth families.
Planning for children or dependents with Special Needs.
* The Chartered Life Underwriter (CLU ®) and Chartered Financial Consultant (ChFC®) are widely considered to be the most respected life insurance designations in the industry. They were created in 1927 and 1982, respectively, by the American College of Financial Services for agents and advisors seeking to specialize in life insurance for business or estate-planning purposes.
Birkenstein Financial Associates © All Rights Reserved. To ensure compliance with requirements imposed by the IRS, we inform you that any material and advice contained in this website are not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the state, local and Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter[s]. Please consult your own advisor for tax or legal advice. This material is written to support the promotion or marketing of the transaction(s) or matter(s) addressed by this material. Any policy or rider provisions mentioned in this website may have limitations and exclusions. Please see corresponding policy and illustration for those details. Birkenstein Financial Associates their distributors and their respective representatives do not provide tax, accounting or legal advice.