Bernie Geiss, CLU TEP

Founder, Advisor

Bernie’s unique ability is planning, exploring options, studying their effectiveness, testing them and sharing the results to inspire others to act. He applies this unique ability in both his personal and professional life, in his travels and when he shops. He loves spending time with people learning about their aspirations and what they care about. Bernie has been an insurance advisor since 1987 and has continued to develop a unique approach to the insurance world.

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