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".

Under Attack? Fall Back

There is a popular saying “the customer is always right” – in fact some very successful corporations base their whole business model around that concept. But those of us in the financial arena who deal with clients everyday know that … Continue reading

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The Fight Against the Best Interest Rule

FACC files Comment Letter opposing Best Interest Rule saying it is too subjective Provides guidance on building objective process We oppose applying a security industry “best interest” standard to fixed annuities.   We remain steadfast in our position the fixed annuity … Continue reading

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Time is Now to Plan for LTC

LTC may cost more than clients think Regardless of where you practice, the costs of long-term care are staggering and will likely continue to rise. On average, respondents from a recent survey underestimated the annual cost of a private room … Continue reading

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Marketing on a Budget?

Marketing is expensive. And when you’re a new in the business adding another expense line item can feel like a ton of bricks weighing you down. From digital promotion to advertisements, getting the word out that you are in business … Continue reading

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The Best Interest Misconception

A GUEST ARTICLE BY KIM OBRIEN As the National Association of Insurance Commissioners considers amending the model suitability regulation, and as the U.S. Securities and Exchange Commission considers adoption of a parallel best interest proposal, the FACC Campaign finds certain … Continue reading

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5 Myths of Retirment Planning

Myth 1: Your Expenses Will Suddenly Decrease Removing your commuting, work wardrobe and business-related travel and dining costs could reduce some of the expenses to which you’ve grown accustomed, but your retirement expenses ultimately depend on the lifestyle you pursue once you … Continue reading

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Long Term Care News

Genworth Suspends All Individual Long Term Care Insurance and Income Assurance Annuity Sales Through the BGA Channel Effective Monday, March 11, 2019, Genworth will temporarily suspend sales of individual long term care insurance and the Income Assurance annuity through the … Continue reading

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