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 […]
Articles by Ted Bernstein
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
The Value of Life Insurance While Alive
https://money.usnews.com/money/personal-finance/family-finance/articles/2017-07-27/3-ways-to-use-life-insurance-while-youre-still-alive?sf74224675=1 Please contact Ted Bernstein at 561-869-4500 or email me about a complementary consultation including indexed annuities and a review of your coverage. You can visit […]