About Us |
Jason Berube | CEO & Founder
Jason P. Berube is the Founder & CEO of Cornerstone Financial & Insurance Services, an independent insurance Brokerage General Agency (BGA) dedicated to empowering advisors to help clients protect what matters most, all while staying true to their values. Cornerstone specializes in providing risk management strategies to business professionals and ambitious entrepreneurs, offering personalized services to help them navigate significant life changes and achieve their financial goals.
Jason graduated from Mount Ida College with a B.S.B.A. and began his career in the financial industry in December 2009. With extensive experience in middle management as a director, he has successfully run sales teams for some of the largest insurance-based broker-dealers. Jason is currently pursuing the ChFC® and CFP® designations from the American College of Financial Services to further enhance his expertise. In addition to his professional endeavors, Jason is actively involved with the National Association of Insurance and Financial Advisors (NAIFA). NAIFA is committed to advocating for a positive legislative and regulatory environment, enhancing business and professional skills, and promoting the ethical conduct of professional agents and advisors. Jason resides in Beverly, Massachusetts, where he enjoys spending quality time with his family. He is also a high school football coach for the Essex Tech Hawks, and you might find him at the gym, on the golf course, or indulging in his other interests like following Boston sports teams, listening to podcasts, cooking, and traveling. |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!