Author Archives: Jeffrey Berson

About Jeffrey Berson

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".

DOL Requests 18 Month Extension

Extension requested for BICE, two other PTEs to July 1, 2019 The Labor Department is proposing to extend the January applicability date of its fiduciary rule by 18 months. In a filing with the court in the case being brought against Labor by Thrivent Financial … Continue reading

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Prudential Restructures

  Published 07/24/2017 – by Brian Anderson In the latest restructuring move involving major life and annuity carriers, Prudential Financial unveiled a new organizational structure on July 20 intended to extend its customer reach and facilitate pathways to new markets. … Continue reading

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A Case Study in Long Term Care

Long-term care and the cost of care can be overwhelming for most. In the past, traditional stand-alone LTC policies were the only way to insure long-term care expenses. These days, there are more ways to obtain this valuable coverage – including … Continue reading

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Newlyweds Need to Think About Taxes

Spring showers bring summer flowers and weddings typically aren’t far behind. Newlyweds have a lot to think about and taxes might not be on the list. However, there is good reason for a new couple to consider how the nuptials … Continue reading

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Stretch it Out

One of the primary benefits of an Individual Retirement Account (IRA) is the ability to defer taxes. The longer the deferral the faster the IRA will grow. The idea of “stretching” your IRA is c concept that has been talked … Continue reading

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A Nice Change- Positive LTC News

From the Desk of Randy Mousel Together, we share a mutual investment in helping people protect their families, their finances and their futures with long-term care insurance. At Mutual of Omaha, this is something we’ve been doing for over 30 … Continue reading

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Estate Tax Repeal?

If the Trump Administration achieves its stated objective of repealing the federal estate tax, U.S. life insurers predict it will have a negative impact on survivorship life insurance sales. In April, LIMRA asked 24 U.S. insurers how they thought repealing … Continue reading

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