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".

Take a Look at the Numbers

Like most business owners, looking at the “numbers” is an important part of my daily activity. And the numbers can mean many different things. For us it could be the applications submitted, placed and pending. Or it could mean the … Continue reading

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Preparing for Retirement

Most Working Americans Are Not Prepared For Retirement Today, many Americans are stressed about retiring. Most of them are not taking the proper steps to prepare financially. According to recent research by the Employee Benefits Research Institute, most Americans who … Continue reading

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AIG Brings Value

Time with Ready-to-Go Prospecting You need more time, we get it. Save a ton of time by using our content that is ready to use with the click of a button. No matter what age your client is, we’ve got tailored … Continue reading

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Thomas Freese – The Guru on Question Based Approach

Stop “Probing For Pain” by Thomas Freese Trying to uncover a customer’s pain points is a mistake that’s not only costing companies a ton of money in terms of lost revenue and missed opportunities, it continues to be promoted amongst … Continue reading

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Tax Reform and Business Planning

Whenever there is a new Tax Bill we can find opportunities. With the Trump Tax Bill most of the opportunities are in the corporate world. Part of Trump’s reasoning is that if we give tax cuts to the business it … Continue reading

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Thinking About Selling Your Insurance Agency?

There are many reasons why you may be considering selling your insurance firm. Maybe you are reaching retirement? Perhaps you need to sell because of unforeseen personal reasons? Or, are you simply looking to capitalize on the favorable conditions at … Continue reading

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Update Alert- DOL Fiduciary Rule

DOL Files “Notice” with OMB regarding Delay of Fiduciary Rule Transition Period The effort to extend the DOL Fiduciary Rule’s Exemptions’ Transition Period has moved a step forward and is now again under OMB review.  It’s interesting to note that … Continue reading

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