Large Life Insurance Policies

Learn the secrets about the best life insurance policies for people buying jumbo life policies and large life insurance policies. Compare the rates to see the difference.

The Term Insurance Failure

Do you need help with your term life insurance policy that may be expiring without good options. Contact us to discuss where you go from here. 561-869-4500

Is The Estate Tax Going Up?

Confused about the changing estate tax? We can help you plan.

Wealthy People Own Permanent Life Insurance?

High Net Worth (HNW) consumers choose  permanent life insurance for many different reasons: Income Replacement:  It does not matter if your income is $100,000 per year or $1,000,000 per year, the income replacement need is the same. Nor does it matter if you are 35 or 55. If your family depends on your income, life […]

Disability Income Insurance – Lower Premiums

by Deborah Bernstein A disabling accident occurs every second in the U.S. with many of these accidents qualifying for disability income insurance. What would your family do if your paychecks stopped tomorrow and didn’t resume for several months or longer? What if this became several years? In some cases, social security may help with disability […]

Turn Your Life Insurance Policy Into Cash

Should you sell your life insurance policy? Learn more here.

Term Life Insurance In Danger of Lapsing?

Is your term life insurance lapsing? Do you know when the conversion deadline in your term life insurance policy expires? One of the most critical dates in a term life insurance policy is the conversion deadline. You don’t want the conversion deadline to pass without your consideration. Insurance companies DO NOT notify you as the […]

Life Insurance Policy Review

Life Insurance Policy Review & Monitoring   A life insurance policy review is strongly recommended every two years. For many life insurance buyers, an objective and impartial advocate always proves to be invaluable. For individuals, families or businesses, you can navigate the life insurance world with the comfort of an impartial professional. Transparency and disclosure is […]

Selling Un-Needed Life Insurance Gains Acceptance

Selling un-needed life insurance policies in the secondary market is now considered mainstream. It is a noteworthy development when class action lawsuits against life insurance companies are brought by policyholders. Should you sell an un-needed  or unwanted life insurance policy? Most qualified sellers are happy to learn about the benefits of selling their policy in the […]

Ted Bernstein CBS Interview

Ted Bernstein CBS interview with David Weir. The interview focused on several of the innovations Ted has introduced to the life insurance industry. For more information about Ted Bernstein and Life Cycle Planners, click here.  Please email me at Ted Bernstein or call me at 561-869-4500. Visit us at Life Cycle Planners in Boca Raton, Florida. […]

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