• CA License #0B85202

Why work with Bert

Bert H. Goldberg, CLU is an independent insurance agent specializing in Life and Health and Retirement Solutions. He works with dozens of insurance companies so he can offer his clients appropriate coverage for them. His clients are located all across Arizona, Massachusetts, Texas and California giving him a great feel for the insurance landscape. Bert designs plans with a focus on low costs, and proper benefit coverage, which he combines with personalized insurance advice aimed at helping his clients make better-informed decisions.

Medicare Planning

Before choosing a plan, we want to be sure you know the difference between your many Medicare plan options.

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Individual & Family

We'd be happy to evaluate your current coverage and present you with side-by-side comparisons.

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Life Insurance

Protect What Matters Most!
Life insurance may be one of the most important purchases you'll ever make.

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Annuities

Annuities are investments that can be used to help build a guaranteed income stream or a retirement nest egg.

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Personal Service and Support

Focusing On Your Situation and Specific Needs!
Year-Round Support and Guidance!

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Local Support

I am located in Arizona and offer personal, virtual, and phone consultations for clients.

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Experienced

I am here to review your situation and find a solution for your short and long-term needs.

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Trained and Certified

I am trained and annually certified to assist you with your insurance needs.

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No Additional Fees

I do not charge for my services as I am compensated by the carrier (insurance company) partners. It makes for a win–win situation.

Bert H. Goldberg, CLU

By Appointment Only

 602-418-9924