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".

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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Finally- Care Matters in California

View this email as a webpage Nationwide YourLife CareMatters®, a long-term care (LTC) solution built to help meet your clients’ needs, will be available to issue to California clients effective November 6th, 2017. Nationwide is proud to announce Nationwide YourLife … Continue reading

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Building Better Relationships

Most of you who have attended our training know that I am a disciple of Thomas Freeze and his “Question Based Selling” approach. Most of what I have learned from his tapes and courses I have adapted to our industry … Continue reading

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New Group Lobbies DOL on Fixed Indexed Annuities’ Treatment Under Fiduciary Rule

Annuity Consumer Choice Campaign wants fixed indexed annuities out of BICE Annuity supporters are fighting to ensure that fixed indexed annuities get treated the same as other fixed annuities and not lumped in with securities products under the Department of … Continue reading

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Top 10 reasons to sell fixed annuities

Here are 10 reasons to consider a fixed annuity: Competitive interest rates. Annuities offer the flexibility of several interest rate guarantee options. Your clients can lock in the initial interest rate guarantee that works best for them. Tax-deferred growth. While … Continue reading

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DOL Requests 18 Month Extension

Extension requested for BICE, two other PTEs to July 1, 2019 The Labor Department is proposing to extend the January applicability date of its fiduciary rule by 18 months. In a filing with the court in the case being brought against Labor by Thrivent Financial … Continue reading

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Prudential Restructures

  Published 07/24/2017 – by Brian Anderson In the latest restructuring move involving major life and annuity carriers, Prudential Financial unveiled a new organizational structure on July 20 intended to extend its customer reach and facilitate pathways to new markets. … Continue reading

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