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Knights of Columbus Insurance,
Providing For
Your Family's Needs!
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The following is a
comprehensive list of the portfolio of
services we offer:
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Estate and Legacy
Planning
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Asset Protection
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Pre-need Funeral Funding
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Retirement Planning
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IRA's and Annuities
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401k Rollovers
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Pension Planning
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Life Insurance (term or
permanent)
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College Planning
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Insurance Policy Review
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Children's Insurance
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Long Term Care Insurance
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Mortgage Acceleration
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Business continuation and
transfer strategies
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Charitable planning or
gifting programs
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703-845-3402
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Annuity Rate effective
7/1/2009
Now earn 3.05%
on $25,000 minimum deposit. Deposits over
$100,000 earn 3.25%
Rates guaranteed
5-years
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Knights of Columbus Insurance Agent
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KCI E-Newsletter,
Issue 21 |
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Have you done your
research? I have.
In this month's newsletter:
- The Life Insurance Jungle...
Research takes time, but how much time
do you have when money is going down the
drain? ... read
- K of C Membership is quick, simple,
and worth your family's protection...
read
- Why Buy Young? Life
insurance serves as a valuable, solid
investment. All of our adult family
members need to have something in
place... read
- Congress Cracks Down on Ads
Targeting Seniors to Sell Life Insurance
Policies... read
Your needs come first with Knights of
Columbus Insurance.
I look forward to speaking with each one
of you regarding your individual needs
to ensure that our policies are
providing for you.
Vivat Jesus!
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 Research...
All The Grunt-Work Is Done For You!
From 10
years of
service as a
Knights of
Columbus
Insurance
Agent, I
want to
share with
you anything
that I know
will help!
Providing
for you and
for your
family takes
dedication
and a
commitment
to looking
out for your
interests!
Give me a
call.
You can own
life
insurance
from any
company. You
might not
even have
life
insurance at
this point.
Whatever
your
situation,
I'm on a
mission to
ensure your
financial
future, and
that of your
family, is
secure.
I'm not out
to sell you
what you
don't need,
and if you
are happy
with what
you have,
I'm not out
to convince
you
otherwise.
I'm simply
here to
answer your
questions.
Any concerns
you may have
are concerns
I share.
And, in a
decade of
working as
an agent,
I've
probably
heard
similar
concerns
before. Let
me put your
heart to
rest.
Need
to ask the same
question three
different ways?
I'm
there.
Considering
letting go
of your
insurance
policy?
I'm there. Your council is
there for you too.
My greatest
concern
involves how
the
recession
has affected
your outlook
towards your
life
insurance
policy.
Before you make any decision
regarding a hold on life
insurance, let me give you
some clear, reliable
information that may provide
you with some more options.
The last thing you want to
do is to leave your
financial future in a fog.
After 10
years,
my
mission
is to
take the
guesswork
out of
the life
insurance
maze.
Why?
Because
you and
your
legacy
are
priceless.
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Knights
of Columbus Membership: You're
Not Signing Your Life Away!
Here's the surprise that the
news media can't hide: the
general concensus asserts
that religion provides a
good ethical standard!
Remember, Knights of
Columbus are rooted in the
Catholic faith. We aren't
going anywhere. Our values
are solid and our actions
support them.
One of my valued
policyholders mentioned that
she's been talking with her
parents and in-laws; both
sides have experienced
$10,000+ in investment
losses over the past year.
She's been talking to them
about the benefits of
Knights of Columbus
Insurance for the past few
months. The odd thing is
that neither her parents nor
her in-laws have budged. And
for the subsequent months,
they've continued to lose
more of their retirement.
Finally, she asked, "Why
haven't you taken advantage
of KCI?" The response, "You
have to join the Knights,
and then you have to go to
more meetings."
Maybe moral
business practices
aren't enough of a reason.
Maybe KCI's impeccable
ratings aren't enough. Maybe
even the prospect of
stalling retirement isn't
enough.
Money is enough.
How much are you willing to
lose?
Call me: (703) 845-3402
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Why
Buy Young?
Did you know...
despite rough economic waters, KCI
products are investments that will reap
returns?
"Premiums
will tend to be lower when you are
younger because insurance companies feel
you have less chance of dying. Most jobs
provide life insurance, but it is best
not to solely rely on this policy. You
may lose your job, and in doing so, lose
your life insurance."
read the article
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Early Bird?
Night Owl?
Shift
Work?
Traveler?
I will
meet with you on
your
schedule.
Any day.
Any time.
Send me an
e-mail (james.bertine@kofc.org)
or call me (703-845-3402) to schedule some
time together to secure your family's
future!
Sincerely and God's Blessings,
James
Bertine, PGK FIC LUTCF CLTC
Field Agent
Knights of
Columbus
P.S. See below
for my new mailing address.
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Will Rogers said "A
man who dies without adequate life insurance should
have to come back and see the mess he created"
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3.75% |
Flexible Premium Annuities now earn
3.50%
on $300 minimum deposit. Deposits over $10,000 earn
3.75%
with rates guaranteed to June
30, 2010.
Our promise to you: Your Principal is
safe,
and you're
guaranteed never
to earn less than 3.00%*
on your money. Current rates are for payments
received on new contracts
prior to October 1, 2009.
Early withdrawal is subject to reducing surrender
charge. Get started with as little as $300; balance
can be added to at any time.
*On
new issues. Older contracts may have different
guaranteed minimum rates.
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FPA Annuity Rates effective July 1, 2009 |
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Knights of Columbus | James R Bertine, PGK FIC LUTCF CLTC | Field Agent
| PO BOX 6041 | Arlington | VA | 22206
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