Author Archives: Jeffrey Berson

Insurance reps, accountants and attorneys who champion corporate wellness are champions in their own right. They give companies a reason, which is more a matter of moral justice than a mandate from our judicial system, to create—and popularize—a program that … Continue reading →

We are writing this blog post to give you our view of the “best interest” landscape. Yesterday, the Fifth Circuit Court of Appeals issued a mandate vacating the Department of Labor (DOL) Fiduciary Rule in its entirety, meaning the fiduciary … Continue reading →

When surveyed, business owners indicated what their top financial priorities were. But, in reality the priorities did not always match the actual strategies that they had in place. Surprised? Here are the latest results TOP 5 Priorities Protecting their business … Continue reading →

It amazes me how many years go by before the average client gets an annual review.  Sometimes, it’s many years, and that’s not good for anyone. Policy Analysis and Review (PAR) is perhaps the #1 tool that top advisors use … 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 →

Now Might be a Good Time to Merge your Agency with Another Warren Buffet, one of the world’s smartest investors, one said, “Risk comes from not knowing what you’re doing.” Knowledge is the key to reducing risks. That’s why you … Continue reading →

1035 Exchanges of Life Insurance Policies with Outstanding Debt We have been assisting our brokers and their clients with loan rescues for over 30 years.   If you are interested give us a call. We can step you through the … Continue reading →

Arguments have played a vital role in shaping societies. In fact, we could have never progressed without challenging dominant viewpoints and changing the way others see the world. Argumentation is an art, but it is one that requires a great … Continue reading →

Indexed life sales up 6.1% in 2017 Total 2017 sales of indexed life insurance came in at $1.9 billion, an increase of 6.1% as compared to 2016, according to the Wink’s Sales & Market Report, released on March 14. “Another record-setting … Continue reading →

Last year we were lucky enough to host a conference featuring Joe Ross from AIG and the Sequoia Program called “High Impact Appointments” All who attended walked away with some great ideas on how to get more out of each … Continue reading →