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".

Are IUL Multipliers Worth the Risk?

IUL Multipliers: Upside Potential and Downside Risk Multipliers are the buzzword of the IUL industry. While these new features can greatly improve the upside potential of an IUL, is downside protection from market loss turning into downside risk due to … Continue reading

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Buy Sell Planning

  Help clients protect their business – The Principal Way! Do your clients have a strategy in place to transfer their business to the right people, at the right time, for the right amount of money? A buy-sell agreement with … Continue reading

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The Power of “Follow-up”

There is an unmistakable energy when a great client meeting concludes. You believe that the client is going to move forward and there is no way that this is going to stall. However, even the best client meetings have a … Continue reading

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‘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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