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".

Client Feedback? It Can Only Help

It may seem scary at first to open your practice to client feedback, and there are indeed some risks that come with it. For one, the feedback can feel personal. Mulling over negative comments can become a time suck, so … Continue reading

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Your 2020 Tax Guide is Here

2020 is here. And so is your co-branded tax guide Securian Financial (one of our carrier partners) has provided a tax guide for all to use. Their 2020 tax guide is now available. Download the generic version below or contact … Continue reading

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Who Is a Candidate for Premium Finance?

Not everyone is a suitable candidate for premium finance. After the need for life insurance is established, premium financing might be considered as a method for funding the life contract. But only if the client has the following general characteristics: … Continue reading

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New Years Resolution – Make Phone Calls!

Yes. Make Phone calls !  The phone is still an incredibly powerful tool for communication. Believe it or not, some people still answer their phones — even in today’s age of caller ID. Once you get through to your potential client … Continue reading

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New Tax Rules? We Got You Covered

Tax Resources at Your Fingertips With the Tax Guide App Access important tax rates, reference tables and Social Security information on the go with our Tax Guide App. Based on our popular tax reference sheet, the app includes the same … Continue reading

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SECURE ACT of 2019 (pt. #1)

We have a new law! The “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” That is a mouthful for sure but it did pass on December 20, 2019 and President Trump signed it into law. The Act … Continue reading

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Are You a High Net Worth Investor?

Many of our reps deal with “High Net Worth Investors.” High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the … Continue reading

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