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Author Archives: Jeffrey Berson
Rubber Stamp the Deal
When we do our training sessions, we stress the importance of Annual Client Reviews. We often say it is 10 times harder to find a new client than it is to keep a current client happy. With that in mind … Continue reading
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Brian Gilder – He “tell’s it like it is…”
As the President of an National IMO, I get the chance to work with some great producers. There are many similarities between the best, but at the same time they are all unique in their own way. One of the … Continue reading
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The “Synergy” Plan – A Succession Plan Agreement
My dentist, Dr. Frankel, is a good guy. He’s been my dentist for the past 5 years. Visiting him isn’t my favorite thing to do in the world but I do it because it’s necessary and the smart thing to … Continue reading
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The 403(b) Rollunder
What is the 403(b) Rollunder? The 403(b) Rollunder is without a doubt, the most exciting estate planning and preservation technique in use today. One of America’s best-kept secrets, the 403(b) Rollunder strategy utilizes time-tested strategies that provide guaranteed results. The most … Continue reading
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