Paul F. Berlin, CLU started with The Equitable in 1983. In 1986, after four years in the business, Mr. Berlin started Executive Planning, Inc., a life insurance firm specializing in sophisticated uses of life insurance. Now with over 30 years of experience in the financial services industry, Mr. Berlin has accumulated significant experience in all life insurance planning; from large corporate deferral programs to helping large estate owners use life insurance in creative ways.
As President of Executive Planning, Inc., Mr. Berlin assists in a wide range of uses of life insurance. The firm has hospital clients, professional athletes, large privately held business owners and now many investment fund managers. He guides them through the various uses of life insurance, the various products available and with his knowledge and assistance from the client’s advisors, is able to customize a solution for the client.
In 1989 Mr. Berlin became one of the youngest lifetime members for the Million Dollar Round Table, and has earned numerous industry awards since then. In 1992 he was featured on the cover of Life Association News, which featured an article titled “10 Future Legends”. Clearly that article became true because by the year 2000, he was a leading industry producer for several life insurance carriers.
Now, as an independent life insurance firm, he has unprecedented access to the best products and practices in life insurance planning, and is able to offer significant leverage in medical underwriting due to the volume of business Executive Planning does.
With the ever-changing environment of income taxes, estate taxes, actuarial assumptions and life insurance profits, Executive Planning is in the forefront of helping their clients achieve their goals by utilizing tax advantaged products such as life insurance and sometimes annuities.
“…Truly a professional’s professional”
Mr. Berlin has spoken at various life insurance conferences during the course of his career. From a main platform speaker at one the industry’s most prominent associations to making presentations at various CPA firms and law firms, his expertise is unique.
Mr. Berlin graduated from Indiana University in 1982 with a bachelor’s degree in finance. He is a Chartered Life Underwriter and has served on numerous industry committees. He has passed his Series 6, 24, and 63 qualifying exams with the Financial Industry Regulatory Authority (FINRA, www.finra.org).