Author Archives: Jeffrey Berson

Mid-Term Election Preview Podcast As the November 6 election nears, Tom Crawford, Senior Managing Director of Strategic Communications Segment, FTI Consulting, discusses how the results can have a long-term effect on the financial markets, taxes and planning we do for … Continue reading →

Here are 5 conversation starters to help you talk about disability income insurance with your clients. 1 Every day I talk to clients about what matters to them the most – family, education, health  and adventure. Money isn’t first on the … Continue reading →

We all know a traditional Long Term Care policy can help with long-term care expenses. But, did you know it can give your clients tax advantages too? Current tax laws allow your clients to deduct either the actual or eligible … Continue reading →

Learn about the benefits of having life insurance Although the benefit of protection may seem obvious, many people don’t fully realize why they should have life insurance and the protection it can provide until they’re presented with the facts. While … Continue reading →

What is Loan-Based Split Dollar? In loan-based split dollar, the corporation pays the premiums on a policy owned by the business owner or key person (the “insured”). Generally, this would be treated as a distribution from the corporation and income … Continue reading →

Our Customers’ Stories by David Brock on October 8th, 2018     Storytelling is important.  None of us live in a world of data and logic, as much as we might pretend that we do.  Stories are important. Stories provide … Continue reading →

Reviewing Life Insurance Every Year Is A Must Since life circumstances change over time, life insurance policies must be updated to reflect those changes. As a rule, it is best to review coverage at least once per year. When doing … Continue reading →