Education:
Temple University – BA Psychology
American College – Masters in Financial Services (MSFS),
Chartered Financial Consultant (ChFC),
Chartered Life Underwriter (CLU)
Exit Planning Institute – Certified Exit Planning Advisor (CEPA)
Work Experience:
Captain – US Army Reserve Signal Officer for 8 years.
Instructor of Finance at the University of Phoenix for 3 years (2002 to 2005).
Vice President of Underwriting with several large life insurance companies and brokerage firms over 25+ years.
Independent Life Insurance Broker AISOA (Agents Insurance Services of America) since 2000
– AISOA, Inc. provides wholesale life insurance brokerage support for life insurance to
insurance agents and financial advisors. Also, we provide life
insurance services directly to consumers. An independent broker for over 30 companies.
– Specialist in getting life insurance for those individuals who have a difficult time
getting insurance. We have been successful in helping diabetics, people with heart
disease, cancer survivors, and many other conditions as well as healthy people too.
– We are licensed life settlement brokers for possible Life Settlements
(i.e. selling life insurance policies no longer needed or affordable by seniors).
Business Value Acceleration Advisor and Exit Planner (Exit Planning Pros) since 2017
About Fredric Berger
Q: Please tell us a little bit about your family.
Was raised with 5 brothers and sisters in a great family environment. I am currently married with adult 4 children and 10 grandchildren (ages 32 to 7).
Q: Please tell us about your current, past, or future career. What do you love most about what you do?
Enjoy the challenges and successes of getting life insurance for those who have medical conditions that make it hard for them to get life insurance!
Q: What advice would you give to people?
The “Golden Mean” – keep your balance in all you do! Enjoy your family and friends. Carpe diem!
Q: Where do you see yourself in 5 to 10 years?
Continuing to enjoy what I do, helping people and their families, and enjoying our beautiful San Diego every day.
Fredric Berger & Our Community
Q: What are a few of your favorite restaurants in our community?
Il Fornaio in Del Mar, Vintana Wine and Dine in Escondido, Firenze Trattoria in Encinitas
Q: How long have you lived or worked in our community?
Have lived in North County San Diego since 1989
Q: Who is the most interesting person you’ve met here in our community?
There are too many interesting people to pick one.
Q: What current or former local business makes you the most nostalgic about our community?
Padres when they play the Phillies
Q: What is your favorite thing or something unique about our community?
Having come from Philadelphia, the weather here is outstanding! We can travel an hour or two to visit any season we want to visit and then come back to great weather.
Q: If you could choose anyone alive today and not a relative, with whom would you love to have lunch? Why? And where locally would you meet for this lunch?
Richard Branson – he has had very interesting business and scientific life experience – Ideally lunch on one of his spacecraft or at Il Fornaio in Del Mar
For Fun
Q: What is one of your favorite movies? TV shows?
NCIS
Q: (Even for friends or family), what is something interesting that most people don’t know about you?
Played soccer in high school and college and tried out for a professional soccer team. Did not make it but am glad I did it.
Q: What would you rate a 10 out of 10?
My wife’s cooking
Q: Who inspires you to be better?
My wife and both my parents; Marc Chagall; Ben Franklin; George Washington and Thomas Jefferson
Q: What community organizations and/or local nonprofits do you admire/support?
CSA (Certified Senior Advisor); BBN (Business Builders Network); Le Tip: SD Blood Bank; Diabetes and Other Medical Support Groups: SBA Score Mentor; EPI SD Chapter
Q: What is the best advice you’ve ever received?
“Arete”- a Greek word for the search for excellence and full realization of potential.
Q: What Neighborhood do you live in?
Escondido
What I love about my Neighborhood:
Friendly neighbors, comfortable weather, quiet and beautiful landscape, convenient access to all areas of San Diego
Please describe your ideal San Diego weekend:
Playing tennis or pickleball or going to the gym; watching grandchild play soccer; socializing with family and friends; eating great meals.
Q: Finally, what three words or phrases come to mind when you think of the word HOME?
Peace of mind
