Category Archives: Bersonal Posts

IRA Rollover Opportunities

Tax laws keep changing, and for anyone who has been in the business for a while you understand that change means opportunity. Opportunity to educate and an opportunity to provide service. Right now there is a great opportunity for IRA … Continue reading

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The Magic Bank Account

  Ben Ward is one of our original Synergy Partners. He writes a wonderful newsletter for his group – After reading this article I had to share it with my bloggers. Thanks Ben! Enjoy THE AUTHOR IS NOT KNOWN. IT … Continue reading

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Does Sequence of Returns Matter?

With volatility back in the headlines, now is a good time to show your clients the need to protect their retirement income. That’s because sequence of returns matters for clients approaching retirement. And as you know, there is no way … Continue reading

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The Giants Win!

With all due respect to my dad the Dodger fan, I never thought I would start a blog article with the title -“The Giants Win.” Berson family legend has it that my dad and his brother were listening on the radio … Continue reading

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Technology- A Need to know

“Reduce My Overhead Costs, and I’ll Listen.” Agents and IMO’s have been looking for that one technology – that one solution that can bring the life insurance application process into some semblance of uniformity and actually be appealing to the producer.  … Continue reading

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Big Opportunities

There has never been a better time to be in the Small Business Retirement market. Congress has made the tax laws to encourage the establishment of small business retirement plans. The laws and the enhancements make the qualified plan much … Continue reading

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Building Your Prospect List

If you are not adding 20 new prospects to your database every month, then prospecting is not your priority. Without question, the most successful reps have a method and a madness to their marketing – but it is not rocket science … Continue reading

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Create a Library

If you are reading this article, and if you are a frequent reader of this blog…I think it is fair to assume that you consider yourself a “reader.” You like to keep up on current ideas and information. You are … Continue reading

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Never Give Up

At ISN we deal with a lot of successful agents. They are all unique but share some very similar characteristics. Perhaps the most overlooked asset that each top rep has is their ability to stick to a task until it is … Continue reading

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Are You in the Pension Business?

Originally posted on My "Bersonal" View:
It is pension season again..time to revisit an old post…. For those of us who market in the Pension arena, we know that this is “Pension Season.” Small businesses throughout the country…

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