Is your term life insurance lapsing? Do you know how the conversion deadline in your term life insurance policy works? One of the most critical dates in a term life Find Out More
Ted Bernstein
Dedicated to helping people create the ultimate retirement security and protection plan to safeguard their families and businesses. I stress guaranteed income solutions, indexed annuities and state of the art wealth preservation strategies. As the innovator of life insurance products without commissions, my recommendations are impartial, objective and always in the best interests of my clients.
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 Find Out More
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 Find Out More
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 Find Out More
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 Find Out More
Compare and Contrast – Income Riders & Annuity Resource
Below you will find some of the better articles about annuity income riders and variable annuities. Author(s) Article Publication Date Bauer, Kling and Russ A universal pricing framework for guaranteed Find Out More
Simple Tips For Successful Inheritances & Wealth Transfer
Learn these simple tips for Successful Inheritances. Help your heirs hold on to their inheritances and keep your family intact. Giving while living is ideal but that oftentimes is not Find Out More
Indexed Annuitiy: A $200 Billion Market
Should you have a portion of your retirement assets in an indexed annuity? There is a great deal of information about how to allocate retirement assets. A fixed indexed annuity Find Out More
Wealthy People Buy Permanent Life Insurance
Term Life Insurance or Permanent Life Insurance (Whole Life)? Can you afford permanent insurance? Most people can’t. Should you buy permanent life insurance? Only you can answer that question. Do Find Out More
Jumbo Life Insurance Purchase: What You Need To Know
Among High Net Worth consumers, there is a deep appreciation for permanent life insurance. You want every advantage if you currently own or may be considering a jumbo life insurance Find Out More