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".

It is Official

We are writing this blog post to give you our view of the “best interest” landscape. Yesterday, the Fifth Circuit Court of Appeals issued a mandate vacating the Department of Labor (DOL) Fiduciary Rule in its entirety, meaning the fiduciary … Continue reading

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Business Priorities

When surveyed, business owners indicated what their top financial priorities were. But, in reality the priorities did not always match the actual strategies that they had in place. Surprised? Here are the latest results TOP 5 Priorities Protecting their business … Continue reading

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Is it Time to Add PAR to Your Practice?

It amazes me how many years go by before the average client gets an annual review.  Sometimes, it’s many years, and that’s not good for anyone. Policy Analysis and Review (PAR) is perhaps the #1 tool that top advisors use … 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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Is It Time to Merge?

Now Might be a Good Time to Merge your Agency with Another Warren Buffet, one of the world’s smartest investors, one said, “Risk comes from not knowing what you’re doing.” Knowledge is the key to reducing risks. That’s why you … Continue reading

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Is There A Loan On Your Life Policy?

1035 Exchanges of Life Insurance Policies with Outstanding Debt We have been assisting our brokers and their clients with loan rescues for over 30 years.   If you are interested give us a call. We can step you through the … Continue reading

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How to Win an Argument

Arguments have played a vital role in shaping societies. In fact, we could have never progressed without challenging dominant viewpoints and changing the way others see the world. Argumentation is an art, but it is one that requires a great … Continue reading

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