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".

Get On the Index UL Train

Indexed life sales up 6.1% in 2017 Total 2017 sales of indexed life insurance came in at $1.9 billion, an increase of 6.1% as compared to 2016, according to the Wink’s Sales & Market Report, released on March 14. “Another record-setting … Continue reading

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High Impact Appointments

Last year we were lucky enough to host a conference featuring Joe Ross from AIG and the Sequoia Program called “High Impact Appointments” All who attended walked away with some great ideas on how to get more out of each … Continue reading

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An Eight Year Window

Saving for retirement is key for most business owners and professionals. Its need is now magnified – with all the comings and goings in Washington — with talk of reducing 401k contributions — with other threats to retirement benefits. The … Continue reading

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Throw Back Thursday- Mr. Fisher has a Problem

We have all seen it. The big advertisement from Fisher Investments “I Hate Annuities and You Should Too!” – Ken Fisher is making a splash with this but as is typical with this kind of promo his “Special Report” is … Continue reading

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Ibbotson Gives FIA’s a Thumbs UP

Ibbotson: Fixed Indexed Annuities Beat Bonds For Retirees MARCH  2018 •  Fixed indexed annuities can do a better job of de-risking a portfolio for older investors than bonds, according to Roger Ibbotson, chairman and chief investment officer for Zebra Capital Management, … Continue reading

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A Guaranteed Way to Grow Your Practice

A Turn-Key Program For All of our Associates Imagine this scene…you are standing in a room filled with qualified prospects. Every one of them is there to hear you talk about a topic vitally important to their financial future. You … Continue reading

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DOL Fiduciary Rule Vacated- For Now

DOL Fiduciary Rule Vacated – For Now The U.S. Department of Labor significantly altered the retirement account landscape through the Fiduciary Rule, which was partially implemented in June of last year. These regulations generally made more people fiduciaries, including insurance … Continue reading

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