Author Archives: Jeffrey Berson

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 →

‘Tis the holiday season when many of us look forward to the upcoming festivities only to find ourselves tugged into the whirlwind of over-booked calendars, copious amounts of sugar, and the crazy rush of shopping malls. The following observation by … Continue reading →

I have been writing my blog for over 3 years now. It has been a great experience for me as I learn to find my voice, reach my audience and share information on a much broader level than I ever … Continue reading →

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 →

  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 →

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 →

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 →