Author Archives: Jeffrey Berson

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 →

Rep. Ron Kind, D-Wis., plans to reintroduce legislation Wednesday intended to increase retirement savings for American workers through the employer-based system, according to industry sources. Rep. Mike Kelly, R-Pa., is expected to co-sponsor the legislation. The bill, a reintroduction of … Continue reading →

Mutual of Omaha has been providing you with long-term care costs for years, but now it’s even easier to access. The LTC Cost of Care Calculator lists state-specific and projected inflation figures for the following: Home Health Care Cost Assisted … Continue reading →

Video: Life Insurance Living Benefits Many Americans don’t realize that life insurance is more than death benefit protection. Educate your clients about living benefits to help them accomplish goals throughout their lives. Make the most of your life business. Use … Continue reading →

CONGRATULATIONS TO MARIANO RIVERA…THE FIRST PLAYER IN BASEBALL HISTORY TO BE ELECTED TO THE HALL OF FAME WITH A UNANIMOUS VOTE As leaders in most any line of work will tell you, becoming a leader is mainly about what is … Continue reading →