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"
Help clients protect their business – The Principal Way!
Do your clients have a strategy in place to transfer their business to the right people, at the right time, for the right amount of money? A buy-sell agreement with proper funding can be key to helping ensure the people who depend on the future of the business are protected.
Start the conversation
Use the quick reference guide with clients to outline the three most common buy-sell options—cross purchase, entity purchase and wait and see—as well as some things to consider.
Show thisinfographic to demonstrate the importance of funding the buy-sell agreement with adequate life and disability insurance.
Share business succession in 6 steps with clients to walk them through the steps a heating and cooling company took to ensure their business thrived though a transition in ownership.
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".