What We Do
Our Business is Helping Yours
Since 1973, Berson-Sokol Agency has evolved with the industry to provide leading-edge resources for agents, advisors, and their clients. Berson-Sokol is renowned for our responsive experts who personally usher even the most complex cases from application through to placement. We have placed more than $6 Billion dollars of death benefits over the years and have been essential to the success of our clients’ careers.
Our team helps agents and advisors stay on top of the leading carriers’ latest product offerings so that their clients have the best options available to suit their unique financial and protection goals. We have dedicated industry experts in Senior Care and Long Term Care, Annuities, Life, and Medicare. We work with you to help market and expand your business while creating new opportunities for revenue and growth.
The Core Four
Life Insurance
From technology that dramatically shortens the application process, to our expertise that helps you explain the latest products to your clients, Berson-Sokol ensures that you are offering your client the perfect solution, every time.
Annuities
We work in tandem with the highest rated annuity carriers so that you can present your client with first-rate options. From retirement planning to wealth strategy, our annuity experts will help guide you and your client toward a best-fit solution.
Senior Health Care
We prioritize our senior care services for your elderly clients. From consultation to implementation, we offer support for Medicare, Dental and Vision, Critical Illness, Hospital Indemnity, and Final Expense.
Long Term Care
Protecting your client’s assets and financial future depends on reliable LTC coverage. Our senior care team specializes in creative solutions to ensure that they are covered in their time of greatest need.
Continuity. Integrity. Success
Take the journey with us
