Author Archives: Jeffrey Berson

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 →

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 →

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 →

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 →

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 →

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 →