LexRex Financial Services, LLC
LexRex Financial Services, LLC is a full-service life and health insurance agency based in South Florida. As explained below, we are NOT a captive agency with just a single set of products. We work with clients nationally to understand your needs, as everyone’s situation is unique and different. You want the right agency to understand your finances, medical conditions and medications so we can recommend and deliver the right policy. We encourage you to contact us using the info below to start a conversation. There is no cost or obligation to review your situation, and it could quite literally save your family if the worst case were to happen. Don’t let another day pass without protecting your family!
About Our Founder, Nick Berner
Nick is a founder and advisor at LexRex Financial Services, LLC. Licensed across the US, we use a range of time-tested strategies based on various types of life insurance products. After his nephew’s unexpected death at a young age, Nick’s mission is to protect everyone’s financial position from unnecessary risk caused by wild market fluctuations in a rapidly changing worldscape. And do it while creating tax efficiencies and avoiding excessive fees. From his earliest days as an investment banker with Credit Suisse First Boston, to senior advisory roles with companies like Citi, Verizon, Unisys and Palm Computing, he has developed a detailed, analytical approach to problem solving that’s based on measurable objectives. When combined with degrees from Michigan (MBA) and Cornell (BA), these experiences now serve his clients’ need for a stabilizing force in their economic futures.
Secure. Smart. Tax-deferred wealth.
We work with many of America’s largest and most familiar insurance carriers, all of which have been around for many decades. We write health, life and retirement plans for groups and individuals. We even have a program enabling clients to take advantage of the same whole life/infinite banking policies that have been used by America’s wealthiest families, including the Rockefellers and Kennedys, to grow their wealth by doing the same things that banks do to leverage money. Simple but amazing once you see the possibilities!
When it comes to saving for retirement think outside the bank! We can show you the great benefits of tax deferral, minimum guarantees, and guaranteed lifetime income. Call us today to schedule your complimentary consultation. It could be the best investment of your time possible.
+1 (703) 915-2274
info@lexrexfinancial.com
LexRex Financial Services, LLC 6800 Broken Sound Parkway NW Boca Raton FL 33487
We welcome you to the LexRex Financial family! Let us be your primary life and health insurance carrier, advising you on how to best protect your family’s assets both while you’re alive and after your death, if that were to happen.
WE’RE GROWING OUR AGENCY! If you’re interested in helping families in the ways we described, we’re hiring agents across the US! Please reach us for more information on how to get started!