Louis Berlin

Louis Berlin is the author of several books and numerous articles on insurance and financial fitness, including the highly acclaimed “How to Not F$$k Up Your Financial Future, and the Rest of Your Life,” and “Financial Fitne$$ For Everyone,” both available on Amazon.

His education includes a BA (cum laude) from Princeton University (1975), and an MBA from the University of Pennsylvania’s Wharton School of Finance (1977), and additional accreditation from the American College, including a Certificate as a Family Business Specialist. He has spent over forty years in various businesses, mostly with firms and investments he owned.

He is the CEO of LouisBerlin.com, an independent life, long term care, disability, and annuity insurance agency, and heads up Synergix, his consulting firm.

Louis focuses on saving clients substantial amounts of money on new purchases of financial products, and in reducing costs on currently owned products, either through re-design or replacement, including life insurance designed to produce tax-free income for long term care and/or retirement, disability insurance, property insurance, and annuities.