A Certified Estate Planner with the United Senior Advisors Group, LLC in Scottsdale, Arizona, William E. Bergh helps provide peace of mind to his senior and veteran clients. As a Certified Estate Planner and Certified Accredited Consultant, William E. Bergh offers a range of insurance and retirement planning products. Clients seeking guidance from Mr. Bergh may discuss annuities, life insurance, Medicare supplements, individual health insurance, mortgage qualification, and long-term care coverage.
Recently completing important additional certification in long-term care, William E. Bergh is in compliance with various training requirements and serves the industry as a highly knowledgeable professional. Currently a Court of the Table member of the Million Dollar Round Table, an elite association for financial professionals, William E. Bergh earned recognition for demonstrating exceptional professional knowledge, providing outstanding customer service, maintaining an impressive production rate, and adhering to a strict ethical code.
As a member of the National Institute of Certified Estate Planners, the National Association of Insurance and Financial Advisors (NAIFA), and the American Society of Chartered Life Underwriters, William E. Bergh also belongs to the National Notary Association and the Republican Party. A supporter of American military veterans, William E. Bergh assists veterans’ groups.
In an effort to support his community, William E. Bergh volunteers with Easter Seals, and commits his time and effort to the Maricopa County Sheriff’s Office Posse. A member of Christ Church of the Valley, William E. Bergh is married with six children and enjoys travel, flying, and collecting baseball memorabilia.
William E. Bergh was also recently appointed to the Senior Market Advisor Magazine, Advisory Board by editor Daniel Williams - a very prestigious publication in the Elder Planning market.
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