Bertelson Insurance Co.

Business Description

Bertelson Insurance Co. serves West Texas and we look forward to addressing your insurance and financial leads.

Frequently Asked Questions

Financial Planners

What are your qualifications? What is your education background?
What is your approach to financial planning?
What services do you offer?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
How much risk should I be willing to take?
Have you ever been charged with any breaches?

Homeowners Insurance Agents

What carrier(s) do you represent?
How long does it take to be approved for a policy?
Do you offer discounts if we have multiple insurance polices? (Auto, Umbrella, etc.)

Life Insurance Agents

What carrier(s) do you represent?
How long does it take to complete the application and approval process?

Auto Insurance

What insurance carriers do you represent?
Are you able to insure drivers who have had accidents or moving violations?
Do you offer discounted rates if multiple insurance policies are purchased (Homeowner's, etc.)

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• What are your qualifications? What is your education background?
  B.S. Industrial Management from the University of Wyoming.
• What is your approach to financial planning?
  Conservative.
• What services do you offer?
  Auto/Home/Life/Mutual Funds/Annuities/
• If you are going to manage my account, will you obtain my permission every time you buy or sell something?
  Yes
• How much risk should I be willing to take?
  Each client is different.
• Have you ever been charged with any breaches?
  No.
• What carrier(s) do you represent?
  Allstate Insurance Company
• How long does it take to be approved for a policy?
  24 hours normally.
• Do you offer discounts if we have multiple insurance polices? (Auto, Umbrella, etc.)
  Yes.
• What carrier(s) do you represent?
  Lincoln Benefit Life, Allstate Life.
• How long does it take to complete the application and approval process?
  About one hour.
• What insurance carriers do you represent?
  Allstate Insurance.
• Are you able to insure drivers who have had accidents or moving violations?
  Yes
• Do you offer discounted rates if multiple insurance policies are purchased (Homeowner's, etc.)
  Yes.

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