Hi…Jeff Berson here. I have worked in and around the insurance world for almost 40 years. In that time I have worked with some of the best minds in the financial industry. With this blog I hope to bring some of the best concepts, the brightest ideas and the latest information to help you succeed. It may not always be my personal idea but it will surely be "Bersonal"
As an IMO we have always promoted the idea of using tax returns as the basis of your practice. For the past three years we have sponsored our now state-of-the-art training called “Follow the Money – Tax Returns Lead to Sales Ideas” with industry leader Brian Gilder as the lead presenter:
Now the carriers are getting the idea. This would not be the 1st time that the carriers have responded to the field and provided resources. AXA has some great resources for our reps. This is timely as tax season is upon us and the time is now to reach out to our clients for these types of discussions.
40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".