JR Katz

Eric Birkenstein, CLU, ChFC *

For successful executives, business owners, and entrepreneurs requiring expert assistance with wealth transfer or employee benefit planning, Eric brings skilled experience. More than 20 years as a life insurance advisor, he has helped high net worth individuals and businesses develop strategies to solve, estate tax, business succession, long-term care and long-term disability.

Eric does not represent any one insurance carrier. Rather, he represents his clients, acting as their professional buyer to the marketplace. This provides his clients with one of the most cost-effective and customized insurance vehicles available.

Earning his degree in finance at the University of Iowa, Eric entered the insurance industry in 1985. He earned his Chartered Life Underwriter and Chartered Financial Consultant designations from The American College.

Active in the community, he sits on the Board of Directors and is an Officer of The North Shore Center for Performing Arts Foundation and The Standard Club. Eric previously sat on the Board of Jewish Council for Youth Services for 14 years.

* Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered by Christine Griffith, through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. JR Katz is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

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