Estate Planning

Since its establishing the mentorship program in 2017, Bert Gerst has helped Insurance Agents and Financial Planners develop their skill sets, knowledge and experience
and provided Business Owners security, stability and peace of mind.

95% of business owners don’t have a estate plan in place covering their family and their family business. It is with the utmost importance that an estate plan is in place since it will save hundred of thousands of dollars and it builds additional substantial wealth