Gain the knowledge and skills to position yourself as an expert to clients, collegues and centers of influence.
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.
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.
Multiple offices throughout the United States to serve you when you need us.
San Antonio, TX
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.
(Not currently available in Colorado)
Oahu Associates Insurance
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.
Infinite Solutions Insurance
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!
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.
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.
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.