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".

Let Them Tell Their Story

Our Customers’ Stories by David Brock on October 8th, 2018     Storytelling is important.  None of us live in a world of data and logic, as much as we might pretend that we do.  Stories are important. Stories provide … Continue reading

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Policy Analysis and Review

Reviewing Life Insurance Every Year Is A Must Since life circumstances change over time, life insurance policies must be updated to reflect those changes. As a rule, it is best to review coverage at least once per year. When doing … Continue reading

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What is a Dynasty Trust?

Dynasty Trust Provides a Bridge to Keep on Giving With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust, you can extend the … Continue reading

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Big Tax Changes in 2018

Big tax changes have gone into effect in 2018. Thanks to the massive new tax cut that Republican lawmakers enacted late last year. I thought it would be good to highlight some of the key changes. Remember, changes are always … Continue reading

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The Cost of Care Calculator

Have You Tried the Cost of Care Calculator? It’s important for clients to understand the cost of LTC services in order to understand why an LTC Rider is such a valuable feature on a life insurance policy. Mutual of Omaha’s … Continue reading

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6 Reasons to Convert Term Insurance

Despite the fact that many financial advisors consider permanent life insurance to be a more important long-term planning tool than term life insurance, many consumers still opt to purchase term life policies. Term life insurance is often sold at a … Continue reading

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Insight From Roccy

I am a fan of Roccy  DeFrancesco, JD. I particularly like when he goes deep on helping advisors understand the complexities in Life Insurance products. This is a good insurance lesson from one of the better teachers out there.   … Continue reading

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