Sheldon Berch

Sheldon Berch

Life Insurance

Native Atlantan. Emory baby. Graduated the University of Alabama in Marketing. Married to Linda since 2013. We have 4 kids 3 granddaughters and 1 Grandson. Love spending time with family, playing poker, bowling, going to casinos and cruises.

Member

Orientation Essentials 12/18/2023
InfoMinute Seminar 08/21/2023
InfoMinute Seminar 02/20/2023
How to Build a Referral Marketing Plan 01/09/2023
Advanced InfoMinute Seminar 05/26/2022
How to Benefit from an Association 02/21/2022
Orientation Essentials 09/20/2021
Best Client Workshop 02/15/2021
InfoMinute Seminar 01/18/2021
Filling the Filing Cabinet Workshop 08/17/2020
GateOpener Workshop 03/16/2020
7-Minute Presentation Workshop 01/20/2020
InfoMinute Seminar 12/16/2019
Orientation Essentials 12/16/2019

Development

I have been a very active member of my Insurance Association for 30+ years.  I believe it is important to meet with other professionals in a wide variety of companies.  On the surface it looks like these are my competitors but in reality they are a source to assist.  From the relationships I have made in the association, I have been able to help my clients.  We meet several times a year as an association, but I talk with members on a regular bases.  One of the best cases I have ever completed was because of my relationship with a member who had a relationship with the head underwriter for a company.  21 Carriers had declined my client before I was able to get him approved.  

Referral Trigger Response

Siegel Insurance

Siegel Insurance

404-633-6332

2987 Clairmont Road NE
Suite 425
Atlanta, GA 30329

My best client is coachable & wants to protect & provide for their family. College educated, kids, pets and run their own life. Owner of companies or in sales. 500K +home. Wants their kids to go to college. Life, Disability and Long Term Care.

Company

Endorsement Letters I've Received

Financial Services | Insurance

Life Insurance

LIfe Insurance

Disability Insurance

Long Term Care Insurance

Filing Cabinet

Endorsement Letters I've Given

East Cobb Team

Introduced by:

Victor Nassar

Victor Nassar

Joined on 11/26/2019

Leadership

ParticipationCoOrdinator 12/07/2020
VisitorCoOrdinator 05/31/2023
MembershipCoOrdinator 08/09/2022
MentorCoOrdinator 10/04/2021

Membership

3-year Pin 12/22/2022

Team

Members I've Invited

Jonathan Lyons

Jonathan Lyons

Sponsorship

AlphaTester 11/12/2021

Contribution