About the Owner

Eric

Eric Birkenstein is the founder of Birkenstein Financial. He has been offering exceptional insurance products with unbeatable customer service for more than 20 years.

Eric Birkenstein, CLU, ChFC
Executives and entrepreneurs require unparalleled insurance guidance when passing wealth  to the next generation. They also seek this type of assistance when managing a  successful company. This is where Eric Birkenstein’s professional insurance experience comes into play. Since 1985, he has helped high net worth families and businesses develop solutions for:

  • Employer-provided group life and long term disability insurance.
  • Personal life insurance planning for high net worth families.
  • Planning for children or dependents with special needs.

Educational Details

Earning his degree in finance at the University of Iowa, Eric entered the insurance industry in 1985.

He earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College.

Career & Achievements

  • Eric is a recognized speaker and expert on 1035 exchanges as well as Group Disability Insurance in Chicago.
  • He was the keynote speaker at The Financial Planning Association of IL and has also served as an expert witness for Life Insurance Litigation.
  • He is the author of several articles, including ‘Under the Radar’ and ‘Reduce those Life Insurance Premiums with a Tax Free Exchange.’
  • Long active in the community, he is the trustee of The Glencoe Police Pension Fund, past assistant district governor of Rotary District 6440, and past-president of the Winnetka- Northfield Rotary.
  • Eric also served on the Board of Directors of The North Shore Center for Performing Arts Foundation for eight years, the Board, and as an officer of The Standard Club for six years and the Jewish Council for Youth Services for 14 years.