How to leverage life insurance to maximize retirement savings
Berson-Sokol Agency’s Craig Berson shares how life insurance can be a powerful and tax-advantaged part of a retirement savings plan.
How annuities can fit within a personal investment portfolio
Those who purchase a deferred annuity should know liquidity is limited. The company may let you access a small portion of your money penalty free but any withdrawals above the penalty-free amount will be subject to surrender charges.
The tax advantages of life insurance
Berson-Sokol Agency’s Craig Berson on the tax advantages of life insurance and how to unlock each policy’s potential.
The time to get long-term care insurance is before you need it
Berson-Sokol Agency Inc.’s Craig Berson on long-term care insurance and its role in shielding wealth from costly care expenses later in life.
The importance of reviewing health insurance options prior to retirement
Berson-Sokol Agency Inc.’s Craig Berson on the switch from a group plan to Medicare for certain employees, and what it can mean for both employer and employee.
Is your life insurance keeping pace with the value of your business?
Berson-Sokol Agency’s Craig Berson on the role of life insurance in buy/sell agreements, and the importance of periodically revisiting and updating these policies.
The increasingly important role of supplemental benefits
FirstLine Benefits’ Sana Hashmi covers supplemental benefits and how they’re finding a place within employer health plans.
Reduce costs, improve employee health with targeted care packages
FirstLine Benefits’ Scott Helmer on employer health care benefits and ways to reduce costs for both employers and employees.
Impact of OTC programs on health plan utilization, costs
FirstLine Benefits’ Kala Ryan talks through OTC programs, as well as employer benefit programs that can reduce costs and streamline accessibility to OTC medications.
Supplemental benefits attract and retain workers at no cost to employers
Zito Insurance Agency’s Greg Zito talks about supplemental benefits and how employers can use them to help attract and retain employees.