Author Archives: Jeffrey Berson

Saving for retirement is key for most business owners and professionals. Its need is now magnified – with all the comings and goings in Washington — with talk of reducing 401k contributions — with other threats to retirement benefits. The … Continue reading →

We have all seen it. The big advertisement from Fisher Investments “I Hate Annuities and You Should Too!” – Ken Fisher is making a splash with this but as is typical with this kind of promo his “Special Report” is … Continue reading →

Ibbotson: Fixed Indexed Annuities Beat Bonds For Retirees MARCH  2018 •  Fixed indexed annuities can do a better job of de-risking a portfolio for older investors than bonds, according to Roger Ibbotson, chairman and chief investment officer for Zebra Capital Management, … Continue reading →

A Turn-Key Program For All of our Associates Imagine this scene…you are standing in a room filled with qualified prospects. Every one of them is there to hear you talk about a topic vitally important to their financial future. You … Continue reading →

DOL Fiduciary Rule Vacated – For Now The U.S. Department of Labor significantly altered the retirement account landscape through the Fiduciary Rule, which was partially implemented in June of last year. These regulations generally made more people fiduciaries, including insurance … Continue reading →

Reuters Contributor March 15, 2018 A divided federal appeals court on Thursday voided the U.S. Department of Labor’s “fiduciary rule,” which had been adopted in 2016 under the Obama administration to curb conflicts of interest among providers of financial advice … Continue reading →

Most of you that follow my blog know that sometimes I can get personal with my remarks. As a father of two young boys who go to school every day I have always been aware and personally affected by the  … Continue reading →

We are going to make mistakes when dealing with and serving our clients. Who among us has not made a mistake? A mistake, especially with an important person like a client, requires an apology. In our world when we have to … Continue reading →

Read a great book on the plane last week. Martin Limbeck is a sales trainer and author of “No Is Short For Next Opportunity.” His ideas reminded me of what I learned from one of my mentors. The most powerful … Continue reading →

Like most business owners, looking at the “numbers” is an important part of my daily activity. And the numbers can mean many different things. For us it could be the applications submitted, placed and pending. Or it could mean the … Continue reading →