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Author Archives: Jeffrey Berson
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
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
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
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
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
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
New Tax Rules? We Got You Covered
Tax Resources at Your Fingertips With the Tax Guide App Access important tax rates, reference tables and Social Security information on the go with our Tax Guide App. Based on our popular tax reference sheet, the app includes the same … Continue reading
SECURE ACT of 2019 (pt. #1)
We have a new law! The “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” That is a mouthful for sure but it did pass on December 20, 2019 and President Trump signed it into law. The Act … Continue reading
Are You a High Net Worth Investor?
Many of our reps deal with “High Net Worth Investors.” High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the … Continue reading
Struggling To Find the Right Gift?
‘Tis the holiday season when many of us look forward to the upcoming festivities only to find ourselves tugged into the whirlwind of over-booked calendars, copious amounts of sugar, and the crazy rush of shopping malls. The following observation by … Continue reading