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COMPANY PROFILE for the
"After taking the course and applying the strategies I learned, I made $20K in commission my first week back in the field. I now have the confidence to sit with any client regardless of income and estate size. Best course I ever took."
- Dan S., Michigan
 

M e n t o r i n g

Agents and Brokers
for Peak Production with
Turn-Key Systems and
Cutting Edge Strategies
Register Now

YOUR HOST AND COURSE INSTRUCTOR

- SCOTT BERGMAN


Scott is renowned for his inspirational approach and as one of the best field trainers in the business
today. He is a member of the National Institute of Certified Estate Planners and has been in the
insurance and financial services industry for over 35 years. Scott has extensive experience in life
insurance product design. His actuarial background and advocacy of full disclosure help him provide
agents like you obtain peak production with turnkey systems and cutting edge strategies. His unique combination of expertise gives you the tools to sell with confidence that you will get nowhere else.

Scott designs financial strategies to help his clients accumulate money on a tax-favored basis and achieve the highest possible net spendable income. He is the current owner and President of Retirement Planning Associates, LLC, a national brokerage firm managing and servicing General Agents across the United
States. Additionally, Scott is President and Co-Founder of Equity For Life, LLC, a comprehensive Personal and Business Financial Planning firm specializing in successful equity management of real estate.

At the EDGE On Life course, you will also get the advantages of Scott's extensive experience in life insurance product design. As a partner of ADCO Re-Insurance Services, a New England based marketing firm in the mid 1980s, Scott participated in the development one of the first Universal Life contracts for Pennsylvania Life Insurance Company. His actuarial background has helped him provide his clients and general agents with the insurance industry's most competitive products.


The EDGE On Life training concept includes:

  • Education - life insurance actuarial knowledge that gives you a competitive edge.
  • Disclosure - instruction on how full disclosure builds your confidence, integrity and knowledge, and empowers your clients to make informed decisions - distinguishing you from other agents.
  • Generating Excellence - implementation of strategies with products that perform better for your clients to differentiate you from the competition.