Broc Berge

Financial Services Representative

MetLife - Greater Milwaukee
9000 W. Chester St. Ste.100
Milwaukee, WI 53214

Phone: (414)615-4922
Fax: (414)615-4860
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide financial independence to business and non-profit agencies’ employees through education, sound guidance, and strong relationships. I have the skills to assist businesses balance costs and benefit needs and help their employees make the most of their benefits plans. In addition I can help them fill in the gaps to build legacies and ensure employee loyalty.

 

PRODUCTS AND SERVICES

-  401(k,) 403(b,) Simple IRA, SEP, and profit-sharing plans

-  Financial Wellness – Educational Workshops

-  Pension Transfer/Rollovers

-  IRAs, Roth IRAs

-  Group Life Insurance

-  Group Disability Income Insurance

-  Education Funding Strategies

-  Mutual Funds

-  Fixed and Variable Annuities

-  Term Insurance

-  Whole Life Insurance

-  Mutual Funds

-  Buy/Sell Agreement Funding

-   Disability Income Insurance

 

        QUALIFICATIONS

-  Registered to offer securities in Wisconsin and Iowa

-  Licensed to sell Life & Health Insurance in Wisconsin, Iowa, and Illinois

-  Ten years of experience in retirement plans

 

PERSONAL

-  Resident of Germantown (I have lived in the Milwaukee area for nearly fifteen years)

-  Family: Wife, Tricia (Special Education Teacher) and two daughters, Charli and   Reese

               -  Hobbies: volleyball, golf, basketball, playing with my daughters