Dale Berry has specializes in life insurance since 1981. Dale has provided valuable business & personal Life, Disability & Long Term Care insurance to clients of Property Casualty & Employee Benefits agents, as well as Financial Advisors since 1988. He has held a Certified Financial Planner ™ designation since 1993 and as well holds a CLTC- Certification in Long Term Care designation. Dale has provided Long Term Care planning options to clients for over 30 years and was a Long Term Care Consultant to large & small National Securities Firms from 2004-2012. Since 2013, Dale has also provided Retirement Income Solutions to Clients.
Dale’s goal is to listen to clients’ needs, goals & objectives and provide honest, educational & clarifying information, so clients can make an informed decision on their Personal, Estate & Business planning needs. As a CFP® & independent Life & Health agent, Dale works with most Life & LTC insurance carriers in the industry to find solutions to fit their needs.
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