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This profile was last updated on 4/4/13  and contains information from public web pages and contributions from the ZoomInfo community.

Samuel Bernstein

Wrong Samuel Bernstein?

President

Local Address: Sherman Oaks, California, United States
Bernstein Insurance Services
17518 Von Karman Avenue
Irvine, California 92614
United States

 
Web References
Advisor Today > > April 2001: Cover Story: The New Old Ways of Prospecting
www.advisortoday.com, 1 April 2001 [cached]
Samuel Bernstein, president of Bernstein Insurance Services in Los Angeles, agrees that the sales process has not much altered in the wake of new market growth.Bernstein says that the provision of good service has enabled his firm to retain about 97 percent of its long-term clients over the last 26 years.
"We still do some public relations," Bernstein says."We still do some direct mail pieces, mostly whatever we can do to keep and maintain relationships and build new ones."Bernstein, who does a large life insurance business, works with 31 insurance companies.His firm also deals in disability, mutual funds, estate planning and business insurance.
...
Samuel Bernstein says the Internet has had only a limited effect on his business.He regards Internet business as "mostly term insurance, very low end.We are mostly in the medium- to high-net-worth individual."
...
Samuel Bernstein's firm works with accountants and attorneys, and much of the contact consists of educating these professionals about new insurance products and ideas.But he does not split fees, and his firm does not work with accountants who collect fees for selling life insurance.
Bernstein has thought about creating a website, but he is put off by the difficulties."If you establish a website, you need to service anybody that might call in from 50 states," he says."And getting licensed in 50 states is a hassle.Plus [Internet customers are] probably not the kind of clients we want."
Samuel ...
california.therightfinancialadvisor.com, 28 Aug 2011 [cached]
Samuel Bernstein Bernstein Insurance Services (323) 932-7013 5670 Wilshire Blvd Ste 1360 Los Angeles, CA 90036 8.9 mi. Northwest of Los Angeles, California
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