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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Berson-Sokol Agency, Inc.

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United States
Beachwood, OH
Berson-Sokol Agency, Inc.

Thru Marketing.... Our Business is Helping Yours! Of course, "keeping it simple" doesn't mean we haven't changed during these past 35 years.

The Berson-Sokol Agency is a full service insurance brokerage agency that, since 1973, has been dedicated to two kinds of excellence: the service we give our agents and the products we make available to their clients. This may seem fundamental, but we have found this streamlined, highly focused approach to be a winning formula, year after year, for all concerned. Our agents value our responsive fo

llow-through, as well as the attractive insurance products they can offer the individuals, families and companies with whom they work. Actually, our agency has made dramatic advances to maintain service and product excellence. We continue to invest in state-of-the-art technology to bolster our agents's sales and marketing capabilities, to make the issuance of each policy quicker and more efficient, and to speed information delivery . As the insurance business has grown more competitive and complex, we continually add products to help our agents stay in the forefront of the industry. All of this is aimed at having Berson-Sokol be the central resource for our agents- a goal that pushes you and us toward our fullest potential. That is why we, at Berson-Sokol, say with confidence, "our business is helping yours!". Specialties
Highly competitive arena of low cost term insurance, permanent life insurance, dozens of select annuity companies offering exceptional features, an aggressive impaired risk marketing department,, and providing leading carriers of long term care insurance.

05/03/2024

Attention, Advisors! Reach out today to learn more about how this annuity can benefit your clients. Let's work together to secure their financial future!

11/03/2023

Berson Sokol Agency, Inc. was delighted to attend NAILBA 42 at the Diplomat Hotel in Ft Lauderdale, Fla where we were busy looking for new carriers and value added service we can offer our advisors to grow your business. Stay tuned to learn about what we found for you. It is exciting !!!

As for the pic attached, Craig was able to see his long time friend Roy Goodart and “Roaming Roy Goodart”.

11/02/2023

Berson-Sokol is attending NAILBA 42 in Ft Lauderdale. We are searching for new opportunities and solutions while grabbing additional commission dollars for our advisors.

08/28/2023

Wondering when to start Medicare? The answer depends on your individual circumstances! If you're turning 65, you're likely eligible for Medicare. It's essential to enroll during your Initial Enrollment Period (IEP) for seamless coverage and to avoid potential penalties later.

For Part A (Hospital Insurance): If you're eligible for Part A and don't enroll during your IEP, you may face a late enrollment penalty of up to 10% of the premium added to your monthly payments for twice the number of years you were eligible but didn't enroll.

For Part B (Medical Insurance): Delaying enrollment in Part B when you're first eligible could result in a lifetime late enrollment penalty. For each year you delay, a 10% premium increase may be added to your monthly Part B premiums.

For Part D (Prescription Drug Coverage): Similar to Part B, if you go without creditable prescription drug coverage for 63 days or more after your IEP, you might face a Part D late enrollment penalty. This penalty is calculated by multiplying 1% of the "national base beneficiary premium" by the number of full, uncovered months you were eligible for Part D but didn't enroll, and it's added to your Part D premium.

Keep in mind, if you're still working and have employer-based coverage, you might delay Medicare without penalties. But it's crucial to weigh your options carefully! Consult a healthcare advisor to make the right choice for your health needs!

Visit our website to learn more: https://bit.ly/44pOXFV

07/04/2023

Wishing you a Happy Fourth of July from the Berson-Sokol Agency! May your day be filled with family, friends, and fantastic fireworks. As you celebrate our nation's independence, remember to stay safe and protected.

05/29/2023

On this Memorial Day, Berson-Sokol Agency, Inc. takes a moment to express our deepest gratitude and appreciation to all those who have served and continue to serve, safeguarding the freedoms we cherish. Your unwavering commitment and sacrifice inspire us every day. We stand in solidarity, forever grateful for your service.

05/23/2023

Are your clients confused by Medicare choices? Berson-Sokol’s expert staff can assist you with finding the Medicare Plan best suited for your client’s unique situation. Visit our site now and learn more: https://bit.ly/3M2qoof

05/05/2023

Annuities are a great way to protect your clients’ assets from market volatility. https://bit.ly/3M2qoof

05/03/2023

Now, more than ever, Berson-Sokol has LTC planning options for every age and every budget. Give us a call today. https://bit.ly/44pOXFV

12/24/2022

We wish you a healthy and happy holiday season with friends and family.

07/04/2022

Happy Independence Day!

Today we will close at 1:00 pm to allow our employees to enjoy the holiday with their families.

Regular business hours will resume on Tuesday, July 5.

06/29/2022

New 5 Star Medicare Rating SEP!

If a Medicare Advantage Plan, Medicare Drug Plan, or Medicare Cost Plan with a 5-star rating is available in your area, you can use the 5-Star Special Enrollment Period to switch from your current Medicare plan to a Medicare plan with a "5-star" quality rating. You can use this Special Enrollment Period only once between December 8 and November 30.

https://bit.ly/3M2qoof

Address

25550 Chagrin Boulevard # 101
Beachwood, OH
44122

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+12164641542

Website

http://www.berson-sokol.com/

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