Berson-Sokol Agency’s Craig Berson shares how life insurance can be a powerful and tax-advantaged part of a retirement savings plan.

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.

Berson-Sokol Agency’s Craig Berson on the tax advantages of life insurance and how to unlock each policy’s potential.

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.

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.

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.