Month: June 2018

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. […]

10 Must Know Retirement Terms & Tips

As you are getting ready to retire or build your plan, it will be helpful to know these retirement terms and tips. Planning for this exciting chapter of your life is all about making informed decisions that will impact your financial security. Below are 10 essential retirement terms: Full Retirement Age: Full Retirement Age (FRA) […]

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