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 a marketing company, we are always looking for ways for our reps to work smarter and more effectively. Often that means partnering up with some of our carrier partners. When it comes to Premium Financing, Lincoln Life is our go to carrier. Often high net worth individuals and business owners need significant amounts of life insurance to protect, accumulate, and transfer wealth, but they don’t want to sell assets to pay premiums. You can help these clients accomplish their goals with this strategy. Lincoln has a variety of solutions designed to meet your clients’ unique objectives.
Talk to your clients about premium financing
Find out if your client is a good candidate for this strategy, and get the conversation started with this helpful guide.
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".