Berson-Sokol Acquisition

The Brokerage Inc. is proud to officially welcome Berson-Sokol to the team. Both organizations were built the same way: through relationships, consistency, and long-term trust with agents. That alignment is what made this merger the natural next step.


From one Legacy to Another: The Brokerage Inc. acquisition of Berson-Sokol carries on the reputation of trust in the industry.


Built to Endure

Berson-Sokol Has spent more than 50 years building a strong, respected business focused on:

  • Taking care of agents
  • Building lasting relationships
  • Delivering consistent support

That’s how The Brokerage Inc. operates, making this a seamless transition for teams and clients. This partnership a preservation of that foundation.

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Expanded Capabilities: Life & Annuities

This expansion offers meaningful depth to The Brokerage Inc.’s life and annuity offerings. Berson-Sokol brings strong experience in:

  • Life insurance
  • Annuities
  • Medicare

This allows us to better support agents with more complete solutions–helping agents serve clients across more needs and grow their books of business.

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