June
Our website offers two platforms for online applications: Express Complete (Drop Ticket) and IGO. If you have never used Drop Ticket, you’ll need to complete a very simple one-time registration.  Read More
216-464-1542 or donna@berson-sokol.com
Life Insurance
Looking For A Competitively Priced IUL?
Life Protection Advantage IUL From
Mutual Of Omaha
With a Life Protection Advantage policy, as long as the client continues to pay no less than the long-term no-lapse protection premium, they have a guarantee that their policy will last up to age 90. And, as long as the policy’s surrender value is enough to cover the monthly policy charges, the death benefit can extend beyond the no-lapse protection period.
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 Have You Looked at AIG Term Life lately?

  • Competitive table ratings
  • 2 table shave program through age 70 on all permanent policies
  • BMI used instead of gender specific height/weight chart, providing more competitive offers
  • One cigar a week eligible for best class
  • Recreational marijuana up two twice a week can potentially get best class
  • Competitive rates with the opportunity for fluid less underwriting
  • Increased Commissions on 10 year Select-A-Term!!
 
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New Lower Premiums for PacLife's PL Promise Term

  • Accelerated and fluidless underwriting up to $2MM
  • Substandard risk class pricing
  • On-line health history tool
  • Attractive conversion option
 
Howard's Marketing Minute
Ever wonder what the cost is to convert a term life policy to a permanent policy 10 years into the contract?

For advanced Life case design, Howard can be reached at 216-464-1542 x 125 or howard@berson-sokol.com
Medicare
AHIP Training will be available on June 20, 2022

Get a jump on the training early!

Please Join Berson-Sokol For AEP 2022 First Look Meetings!


Cigna with Angelo Rosado
Monday, June 27, 2022
1:30 pm - 3:30 pm
3 Summit Drive (Auditorium)
Independence, OH 44131

Devoted with Sandra Pollard
Thursday, July 21, 2022
10:00 am - 1:00 pm
Devoted Office
3700 Park East Drive
Beachwood, OH 44122

Aetna with Matt Cramer
Tuesday, August 2, 2022
1:00 pm - 3:00 pm
Courtyard by Marriott
3695 Orange Place
Beachwood, OH 44122

Wellcare with Kim Cordell-Fife
Tuesday, August 9, 2022
9:30 am - 11:30 am
Courtyard by Marriott
3695 Orange Place
Beachwood, OH 44122

Anthem with Lisa Perren
Wednesday, August 24, 2022
2:00 pm - 4:00 pm
Courtyard by Marriott
3695 Orange Place
Beachwood, OH 44122

United Healthcare with Tim Klaus and Ray Pinkerton
Advantage and PDPs
Tuesday, August 30, 2022
10:00 am - 12:00 pm
Courtyard by Marriott
3695 Orange Place
Beachwood, OH 44122
United Healthcare Supplements with Brad Petrella
Wednesday, July 20, 2022
10:00 am - 11:30 am
Courtyard by Marriott
3695 Orange Place
Beachwood, OH 44122
Contact Don Oates at 216-464-1542 x 354 or
don@berson-sokol.com
Linked Life/LTC
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OneAmerica Decreases Premiums on AssetCare Suite of Products

  • Premium Decrease On The Life Portion of AssetCare
  • Increased Bonus to 20% For Annuity Funding Whole Life
  • Increased Interest Rates for AnnuityCare Suite of Policies

 
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MoneyGuard III to be replaced with MoneyGuard Fixed Advantage

  • MoneyGuard III being discontinued on 6/17/22
  • MoneyGuard FixedAdvantage is now available
  • NEW! Benefit Transfer Rider (BTR) standard
  • NEW! Improved Flexible Care Cash

 
Annuity
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Help Maximize your client's Social Security benefits with an income bridge to the future

An income solution with Assured Edge Income Achiever

Your client could retire early while waiting to get the most out of their Social Security and bridge the gap with guaranteed income-for life!


Contact Mark Horvath at 216-464-1542 x 120 or mark@berson-sokol.com
Berson-Sokol Agency, Inc. | www.berson-sokol.com