Author Archives: Jeffrey Berson

Most Working Americans Are Not Prepared For Retirement Today, many Americans are stressed about retiring. Most of them are not taking the proper steps to prepare financially. According to recent research by the Employee Benefits Research Institute, most Americans who … Continue reading →

Time with Ready-to-Go Prospecting You need more time, we get it. Save a ton of time by using our content that is ready to use with the click of a button. No matter what age your client is, we’ve got tailored … Continue reading →

Stop “Probing For Pain” by Thomas Freese Trying to uncover a customer’s pain points is a mistake that’s not only costing companies a ton of money in terms of lost revenue and missed opportunities, it continues to be promoted amongst … Continue reading →

Whenever there is a new Tax Bill we can find opportunities. With the Trump Tax Bill most of the opportunities are in the corporate world. Part of Trump’s reasoning is that if we give tax cuts to the business it … Continue reading →

There are many reasons why you may be considering selling your insurance firm. Maybe you are reaching retirement? Perhaps you need to sell because of unforeseen personal reasons? Or, are you simply looking to capitalize on the favorable conditions at … Continue reading →

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 →

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 →

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 →

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 →

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 →