Brian Rothert, CPCU ChFC CLU ARM

Will you commit to adding 1 positive item to the Network each month? (it can be a Question, an Answer, an INVITE or really anything positive)

Yes

About my Business:

I own a State Farm insurance agency. My team and I operate as a needs-based insurance and financial services office.

We take a consultative approach to helping individuals and business owners solve problems relating to risk management, estate planning issues, and retirement planning. We take the time to listen to clients and to understand what their concerns about protecting their families and planning for their financial objectives. We then help them with possible solutions to help achieve their objectives (e.g., save money, maximize retirement and wealth transfer, provide better protection, etc).

My team of specialists and I have been helping many people save money on Home and Auto insurance and protect loved ones from financial ruin with Life and Health insurance. I also work with business owners helping them protect their assets. Advanced planning services include maximizing retirement savings, preserving the estate, and exiting the business with the most amount of money.

My office provides 24/7 service, represents the nation's most selected auto, home, and life insurance company, and tries to go the extra mile to serve our clients. Feel free to give me a call or email if you ever have any questions regarding insurance, retirement planning, etc. My goal is to help,

Products we help people with include:

Personal Insurance
- auto, homeowners/renters, life, health, disability, long term care, boat, rental property and apartment

Commercial insurance
- contractor, business liability, workers comp, associations, church, bonds, E&O and D&O

Financial Services
- 401k and Individual K, SIMPLE & SEP, IRA (Traditional and Roth), College Savings 529 and Coverdell Educational Savings, Annuities

About Me:

I am originally from Illinois and relocated about 8 years ago. I live in Raleigh. My wife's name is Julianne, who is a family law attorney. I played baseball in college and my wife and i love to play sports and be outdoors in general. I believe that self-development is very important and love to learn new things and form new relationships with people.

I have earned the Chartered Financial Consultant (ChFC), Chartered Property and Casualty Underwriter (CPCU) and Chartered Life Underwriter (CLU) professional designations.

My Ideal Customer is:

Individuals and businessowners who desire an insurance agency that operates more as consultants, rather than high pressure salespersons. Those that want to save money without sacrificng coverage and that value great customer service.

My Ideal Referral Partner is:

We work with mortgage brokers and real estate agents, CPAs, Attorneys, and other business owners to help you serve your clients and friends.

We understand that when you make a recommendation, your name is on the line. My office will go out of our way to provide customer service that exceeds expectations. (And there is a good chance we can save them money as well!)

Website:

http://www.BrianRothert.com

Linkedin Address:

http://www.linkedin.com/in/brianrothert

Your Twitter to Follow:

http://twitter.com/BrianRothert

919 Phone number (only add if you are okay with people calling you)

919-266-0990