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Multiple carriers.
One resource.

Gain the knowledge and skills to position yourself as an expert to clients, collegues and centers of influence.

Services

Berkshire Advisor Resource, Inc. continues to closely monitor and respond to the coronavirus (COVID-19) outbreak.

It is our continued commitment is to act in the best interest of our associates, business partners, and customers. We want to assure you that we are in business operating mode and continue to accept and process quote requests and applications. We are fully prepared for this type of scenario with solid contingency plans in place, including extensive remote working capabilities for our sales and new business processing teams to continue to support you, your clients, and your communities during this difficult time.

We help position you as the expert.

Underwriting team with over 60 years of experience in getting clients through the process.

Experienced sales support team with product expertise and proposal service within 24 hours.

Marketing and case design support including marketing and training materials as well as point of sales assistance as needed.

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Here to Help Achieve Your Client’s Objectives

We make the business of doing business simple. We are here to assist advisors in helping their clients achieve their financial objectives.

Asset and income protection are critical areas that are often overlooked by planners which creates a significant revenue opportunity. Whether your market focus is disability income or long term care insurance, individual planning or group and executive markets, we have the carriers and products to help you match the right solution to your client’s unique needs.

 

Our Services

Advanced Sales Support

Insurance Carriers

Marketing & Training Materials

Competitive Analysis

Underwriting Guidelines

Point of Sale Assistance

Ask an Underwriter

Request a
Quote

  • Individual Disability Quote
  • Disability Business Overhead Quote
  • Disability Buy-Out Quote
  • Long-Term Care Quote
  • Critical Illness Quote
  • Life Insurance Quote

Travel Health
Insurance

Are you or your clients traveling abroad? Apply for International Health here in one easy step. Offered by Lloyds of London through Petersen International Underwriters.

  • Apply for Travel Health Insurance Outside the USA
  • Apply for Travel Health Insurance To the USA

(Not currently available in Colorado)

Testimonials

Roy Jones
Oahu Associates Insurance

March 2019

If you are thinking of using them, then I recommend you try soon.

Berkshire Advisor Resource has been an invaluable part of my insurance practice here in Hawaii for many years. I could not do without their great advice or the many first class disability insurance markets they make available. I have come to rely on them totally for all disability insurance needs. They assist me in selecting the best products, as well as the right Insurance company for each disability class of risk and many times the same day.

Evan Williams
Infinite Solutions Insurance

March 2019

Helping us expand our value proposition for our clients.

Jackie and her team at Berkshire have been instrumental in helping us expand our value proposition for our clients. Their comprehensive knowledge, service, and support enables us to confidently offer unique ideas and product solutions, thereby helping us capture additional opportunities; all without us having to be the experts!

Joshua S. Marcus
Jazmarc Services

2019

More meaningful, and competitive products

I’ve been working with Jackie and team at Berkshire Advisor Resource for about 4 years now and have always found them to be knowledgeable and helpful. The folks at Berkshire always go the extra mile to be sure I am well prepared to present to my clients, and my agent’s clients. The team regularly makes additional suggestions and offers policy insights in order to present more meaningful, and competitive products.

Samuel A. Dodson
Signature FA

2019

My "go to" organization

I have come to rely on Berkshire Advisor Resource as my "go to" organization to assist me with my income protection planning work. I especially have the highest respect for Ms. Kim Jackson, with whom I have worked extensively. Kim's knowledge of the various carrier offerings, her ability to distinguish among the options available, and her sunny disposition make the task of developing client proposals much easier. I look forward to a long and fruitful relationship with the Berkshire firm and with Kim.

Gavin Wallace
Transcendent Planning

2019

You can find value and uncover new sales opportunities

Berkshire Advisor Resource has been a tremendous resource for me and my brokers. Jackie in particular has been a wealth of knowledge and has provided us with a number of creative solutions that have been integral to our success. Whether you are a DI rookie or seasoned veteran, I am confident that you can find value and uncover new sales opportunities by partnering with Berkshire.

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Berkshire Advisor Resource, Inc.
An Income Protection Resource Group Company
7900 E. Berry Place, Ste 200
Greenwood Village, CO 80111
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Phone: 303-221-2100
Toll Free: 800-530-2360
Fax: 303-221-0165

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