Wealthy People Own Jumbo Life Insurance Policies – For Good Reason.
Most wealthy people wish to preserve and protect their assets from federal estate taxes when those assets are transferred to their heirs. Perhaps you’re in…
Estate Planning | Guaranteed Income Solutions | Life Cycle Planning | Retirement Planning | Useful Tips & Information
Plan to Succeed.
As an advisor to families, individuals and businesses for many years, I’ve been inspired by the following tips, all of which have stood the test…
Deborah Bernstein | Estate Planning | Guaranteed Income Solutions | innovation | Life Insurance | life insurance review | Ted Bernstein | Useful Tips & Information
New Alternative Creates Customized Payouts of Life Insurance Proceeds to Protect Beneficiaries.
Lower your annual premiums and protect your beneficiaries with life insurance payments for your beneficiaries that are guaranteed payments over time instead of a lump-sum payment.
Buying A Jumbo Life Insurance Policy, What You Need To Know.
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.
Is The Estate Tax Going Up?
Confused about the changing estate tax? We can help you plan.
Why Do Some People Own Permanent Life Insurance?
Permanent life insurance offers the best value possible. In the world of life insurance, the lowest net cost means the best value. People who can…
Jumbo Life Insurance Policies: Which one is best?
Lowest premiums possible for jumbo life insurance.
“Not My Family!” Strategies To Avoid Wealth Destruction
Wealth destruction at inheritance time is showing no signs of slowing down. More and more family members are litigating with one another including attorneys, CPAs,…
Federal Estate Tax Repeal – Bad For Business
The life insurance industry let us down when it allowed the estate tax rate to settle at 40% and the lifetime credit (exemption) to rise to $12MM per couple. The…
Estate Planning | Life Cycle Planning | Life Insurance | life insurance review | News | Retirement Planning | Useful Tips & Information
Don’t Need or Don’t Want An Existing Life Insurance Policy?
Do You Know The Market Value Of Your Existing, Inforce Life Insurance Policy? Every day, people are receiving significant cash payments for unwanted or unneeded…