With over 58 years of combined experience and as active members of the National Association of Insurance and Financial Advisors, we have a unique understanding of consumer health care needs, the perspective of business owners and the economic realties of health insurance markets.
Providers Offering expanded health benefits and value through access to Wellness and Prevention Services, Medical Reimbursement Plans, Health Savings Accounts, Cafeteria Plans, and Voluntary Benefit Options.
Let us help you develop a Benefits Solution custom designed for your business, family, or individual needs.
Gene has been in the Employees benefits Business since 1969. Gene received his Chartered Life Underwriter (CLU) designation from The American College in 1979. He is an active member of the American Society of Financial Service Professionals and Estate Planning Counsel.
Kathy, a consultant and producer, was awarded the John Moore Aware at the 2018 Annual Montana Association of Financial Advisors held in April. This award is given to members who have demonstrated exceptional service to the Association, the insurance clients they serve and to their community over an extended period of time. Kathy has the Chartered Life Underwriter (CLU), the Registered Employee Benefit Consultant (REBC) and Registered Health Underwriter (RHU) professional designations plus a certificate in Health Care Reform Studies. She joined BPI in 2001. She specializes in developing sustainable employee benefit plans. She enjoys working with individuals; helping them navigate the complex and confusing options available in both Medicare and the Federally Facilitated Marketplace.
Kathy is a Past President for both the state and local association’s of the National Association of Insurance and Financial Advisors (NAIFA). She has served for 17 years in the association. Kathy is a member of SHRM. She is a graduate of Leadership in Life Institute (LILI) and Leadership Great Falls.
David E. Bern, VP of Finance, sits on the board of directors. David has a Bachelors of Arts in Psychology from Pacific Lutheran University and a Master of Science in Management from the Krannert School of Management at Purdue University.
Deb has worked for Bern & Pugh, Inc since September 2013. She is a Certified Exchange Producer and Certified exchange Producer. She has over 30 years of experience in the insurance and customer service industries. Deb graduated Leadership Class of 2018. She is a member of NAIFA
Heather has worked for Bern & Pugh, Inc. since May 2017. She has over 6 years of experience in the insurance and customer service industry. Heather is the administrator of the Cafeteria Plans, Health Reimbursements Arrangements (HRA), Medical reimbursement Plans and Health Savings Accounts (H.S.A.) for Bern & Pugh, Inc. She has earned the Certified Section 125 Administrator designation from HRCertification.com in Alpharetta, GA. She recently passed her Life and Disability (Health) Insurance License in 2018.
Janet joined our team in August 2018 as our Administrative Assistant. She has just over twenty years of experience in administrative and customer service. She is currently working towards a Bachelor degree in English and becoming a licensed producer.
Becca joined us full time on June 17, 2019. Becca graduated from CMR in June of 2014. She attended MSU Bozeman and Great Falls College MSU. She will be working as Administrative Assistant and helping with our Administrative Services Department.