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Navigators – Coming to a Town Near You
At the beginning of the year I wrote about the turmoil facing the health insurance agents as the dawn of the “Obamacare” system was upon us. https://jeffreyberson.com/2012/11/08/obamas-victory-and-health-insurance/ The thinking has not changed. Articles have been popping up all over about … Continue reading
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Will My Son Contest My Trust?
Today, I feature a guest for the blog. Local estate planning attorney and colleague Merwin Miller writes a wonderful newsletter that I get every month. In his letter to the author section he brings up a great question…what happens if your … Continue reading
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Living Benefits & Chronic Illness Riders – Simple Concepts, Complex Solutions
I took a family vacation this week. We went to DC to meet up with my extended family on both sides. It was great to see both my mom and dad and though they both have some health challenges they … Continue reading
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Does Social Media Matter?
Until last year I was one of the last hold outs when it came to Social Media. Facebook? Not me. LinkedIn…who needs it? Blog? What for? I am sad to say I was living in the past, similar to my attitude on … Continue reading
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What You Don’t Know About Probate Can Cost You $$$
Probate costs money…up to 5% of your estate. Suprisingly, probate does not only impact the wealthy. The people who are impacted the most by probate are usually the ones who have the smallest estates. And, unfortunately for them they are also … Continue reading
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The One Percent Doctrine
I have known Bob Seawright for many years. We worked together when he was a business consultant at Asset Marketing Systems and my company was part of their new life insurance initiative. I always felt he had a great mind for … Continue reading
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The Start Up of You
Last week I read a great book by Reid Hoffman and Ben Casnocha called “The Start Up of You.” As a business owner and entrepreneur I truly connected to the thoughts and ideas they bring forward. In a nutshell, “The Start … Continue reading
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The Financial Playbook – Brian Gilder
We have been waiting for the final word on Brian Gilder’s new book deal. Today we are happy to announce that Brian’s latest release has hit the book stores. As most of you know, Brian is one of our top … Continue reading
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Pick the Right Time to Pause
— Adapted from How to Say It With Your Voice, Jeffrey Jacobi, Prentice Hall Press Nervous public speakers tend to rush. They mumble, mutter and stammer their way through their speeches, yearning to finish and get off the stage. Yet … Continue reading
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Planning for Single Parents
I am a very lucky guy. I have a wonderful wife and two great kids. For a long time while I was working my wife was a “stay-at-home” mom. She did a great job managing our household and raising our kids. … Continue reading
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