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".

‘The New Normal’​

A Guest Article by David J. Scranton —CFP®, CLU, ChFC, CFA, Author/Speaker |Founder of Scranton Financial Group August kicked off with a flurry of market activity that included Wall Street’s worst day of the year. After sliding downward to start … Continue reading

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What is Your IUL Loan Strategy?

A Guest Article by Sheryl J. Moore Today, indexed life insurance offers partial withdrawal options as well as three different types of policy loan options. Here, we will discuss each of these loan options, their pros and cons, and explain … Continue reading

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Business Valuation from Nationwide

No matter what type of business succession plan you’re considering for a client, you’ll need some idea what the business is worth. And we can help. With the Nationwide® Business Valuation Tool, we can quickly and efficiently: Provide a reasonable … Continue reading

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Premium Finance Made Easier

We keep making it easier for you New sales partner. New case studies. A big thanks to Lincoln Financial as they continue to strengthen its commitment to the premium finance market. Watch this video to meet your newest dedicated sales partner … Continue reading

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Under Attack? Fall Back

There is a popular saying “the customer is always right” – in fact some very successful corporations base their whole business model around that concept. But those of us in the financial arena who deal with clients everyday know that … Continue reading

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The Fight Against the Best Interest Rule

FACC files Comment Letter opposing Best Interest Rule saying it is too subjective Provides guidance on building objective process We oppose applying a security industry “best interest” standard to fixed annuities.   We remain steadfast in our position the fixed annuity … Continue reading

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Time is Now to Plan for LTC

LTC may cost more than clients think Regardless of where you practice, the costs of long-term care are staggering and will likely continue to rise. On average, respondents from a recent survey underestimated the annual cost of a private room … Continue reading

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