Bert is Gifford Financial’s Disability Insurance Coordinator. He coordinates the risk management portion of Marshall’s & Michelle’s practices. He runs illustrations, walks our clients through insurance applications and the underwriting process, and facilitates policy finalization. He also assists with policy increases as well as maintaining and servicing client information. Bert welcomes any questions related to disability insurance applications (individual and business) and underwriting that you may have. Bert is licensed in life and disability insurance.