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".

Selling LTC? Think Cash Imndeminity Plan

Cash indemnity benefits offer value to many clients compared to reimbursement plans — or even basic indemnity plans. Because the insurance company does not restrict how LTC benefits are used, and requires no monthly paperwork to collect benefits5 — cash … Continue reading

Posted in Bersonal Posts | Leave a comment

“Yes, I Sell Life Insurance”

You know as soon as people discover you’re an insurance agent they immediately form an impression about you that is a stereotype. Unfortunately, that stereotype is often negative.For Life Insurance agents, where the stereotype can be strong, I recommend you … Continue reading

Posted in Bersonal Posts | Leave a comment

Throwback Thursday – “No is Short for Next Opportunity”

Read a great book on the plane last week. Martin Limbeck is a sales trainer and author of “No Is Short For Next Opportunity.” His ideas reminded me of what I learned from one of my mentors. The most powerful … Continue reading

Posted in Bersonal Posts | Leave a comment

Clients Over 40? Smart Money Moves

3 Smart money moves for clients in their 40s People in their 40s are likely to have achieved a certain level of financial freedom and have a better sense of their needs and expenses in retirement. This puts them in … Continue reading

Posted in Bersonal Posts | Leave a comment

The Trump Tax Break?

The tax preparers at H&R Block had to take a new class before their busy season started this year: empathy training. For real. They have added this training. H & R Block preparers listened to a mock exchange between an … Continue reading

Posted in Bersonal Posts | Leave a comment

The Road to Retirement

Posted in Bersonal Posts | Leave a comment

It is MYGA Time!

Multi-year guaranteed annuities (MYGAs) are having a moment. According to Wink’s Sales and Market Report of third quarter 2018 nonvariable deferred annuity sales, sales of MYGA contracts showed the most rapid growth: up 63.3% compared to the same period a year earlier. … Continue reading

Posted in Bersonal Posts | Leave a comment