....too my unpleasant surprise, the policies my trust had been paying into for years, were under-performing. If it wasn’t for Eric and his team, those policies would have terminated before I did, and I’d be scrambling for life insurance coverage. Instead, I now have policies with lower premiums that will last as long as I do.

Russell B.

Real Estate Executive

I was referred to Eric after having had a series of disappointing experiences with other agents.  My disappointment in other agents stemmed from what I perceived, specifically in the life area, as inadequate knowledge of the products and complexity thereof, that they recommended.  Eric immediately struck me as a person with deep knowledge of insurance from a career dedicated to that industry. He took the time to understand my needs and recommended a product in a 1035 exchange as a potential solution for my life insurance needs. It also served my Long-Term Care needs at the same time. What’s more is after the sale, Eric has taken the time to follow up with any information that he believes I might find helpful.  Eric is not only knowledgeable and a true professional, but also genuine in his personality. I believe the industry needs more professionals like him!     

Timothy M.

International Business Consultant

A different agent proposed a 1035 Exchange. I understood the concept, but was not completely comfortable. I asked Eric to take a second look. My wife andIi quickly realized we could trust Eric and staff. Their process, oversight and knowledge gave me the confidence to do the exchange.

Steven G.

Owner of a Owner of a real estate management company

Eric has been helping me for over 20 years as a valued trusted advisor. I am aware of others in Eric's industry who are fast talkers and put strong pressure on clients to decide. Rest assured, that is never the case with Eric. He is very effective in explaining complicated life insurance concepts in plain words and was very patient with me as I was considering my choices. I also appreciate his independent status which means that he will advocate for you and can competitively seek out best rates and terms.

David S.

Real Estate Developer

I would highly recommend Eric for financial and insurance matters.

Glenn S.

Global Manufacturing Company Executive

Eric Birkenstein Life insurance Planning

Life Insurance Planning Testimonials:

His product knowledge is superb, and Eric knows which insurance company has the most competitive product. He has become more than an insurance expert, he is a trusted advisor.

Jonathan L.

Bank President

My premiums went down and my coverage went up. I highly recommend Eric and team. They made the whole process very comfortable and easy to understand.

David B.

Estate Planning Attorney and CPA

 Birkenstein Financial

I owned several older life  insurance policies which needed updating.  We not only reduced our premiums, but also have a long term care rider at no additional cost. My family and I were very pleased with the work Eric and his firm performed.

Robert B.

Owner of a 96 year old plumbing and heating service company