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".

ISN Network – Open and Here to Help

During this time of uncertainty, ISN Network wants to let you know that our office is still open with the exception of most of our staff working remotely. We are still able to take your applications via email, fax or … Continue reading

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Nothing Stays the Same

Twenty years ago you could buy a first class stamp for 29 cents and fill your gas tank for $1.11 a gallon. Today a stamp is 49 cents and a gallon of gas here in CA is close to $4.00. … Continue reading

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Finding The Yes

I work with so many great Financial Reps that sometimes I like to sit back and think about what makes them so successful. They are all so different. They come from different backgrounds, different parts of the country, different training, … Continue reading

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Client Feedback? It Can Only Help

It may seem scary at first to open your practice to client feedback, and there are indeed some risks that come with it. For one, the feedback can feel personal. Mulling over negative comments can become a time suck, so … Continue reading

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Your 2020 Tax Guide is Here

2020 is here. And so is your co-branded tax guide Securian Financial (one of our carrier partners) has provided a tax guide for all to use. Their 2020 tax guide is now available. Download the generic version below or contact … Continue reading

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Who Is a Candidate for Premium Finance?

Not everyone is a suitable candidate for premium finance. After the need for life insurance is established, premium financing might be considered as a method for funding the life contract. But only if the client has the following general characteristics: … Continue reading

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New Years Resolution – Make Phone Calls!

Yes. Make Phone calls !  The phone is still an incredibly powerful tool for communication. Believe it or not, some people still answer their phones — even in today’s age of caller ID. Once you get through to your potential client … Continue reading

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