Author Archives: Jeffrey Berson

I have been writing my blog for over 3 years now. It has been a great experience for me as I learn to find my voice, reach my audience and share information on a much broader level than I ever … Continue reading →

IUL Multipliers: Upside Potential and Downside Risk Multipliers are the buzzword of the IUL industry. While these new features can greatly improve the upside potential of an IUL, is downside protection from market loss turning into downside risk due to … Continue reading →

  Help clients protect their business – The Principal Way! Do your clients have a strategy in place to transfer their business to the right people, at the right time, for the right amount of money? A buy-sell agreement with … Continue reading →

There is an unmistakable energy when a great client meeting concludes. You believe that the client is going to move forward and there is no way that this is going to stall. However, even the best client meetings have a … Continue reading →

A Guest Article by David J. Scranton —CFP®, CLU, ChFC, CFA, Author/Speaker |Founder of Scranton Financial Group August kicked off with a flurry of market activity that included Wall Street’s worst day of the year. After sliding downward to start … Continue reading →

A Guest Article by Sheryl J. Moore Today, indexed life insurance offers partial withdrawal options as well as three different types of policy loan options. Here, we will discuss each of these loan options, their pros and cons, and explain … Continue reading →

No matter what type of business succession plan you’re considering for a client, you’ll need some idea what the business is worth. And we can help. With the Nationwide® Business Valuation Tool, we can quickly and efficiently: Provide a reasonable … Continue reading →

We keep making it easier for you New sales partner. New case studies. A big thanks to Lincoln Financial as they continue to strengthen its commitment to the premium finance market. Watch this video to meet your newest dedicated sales partner … Continue reading →

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 →

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 →