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…
Deborah Bernstein | Indexed Annuities | News | Retirement Planning | Ted Bernstein | Useful Tips & Information
Retirement Tips & 10 Useful Retirement Terms.
Whether you’re in retirement or getting ready to retire, here are 10 useful retirement tips and terms. Protect Your Nest Egg: Full Retirement Age: Full…
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…
A Whole New Look At Life Insurance Advantages.
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 It used to be that life insurance only provided benefits to your beneficiaries. Like everything else, innovation has made life insurance far more valuable…
Annuities & Disappearing Surrender Charges
Surrender charges on fee-based variable annuities seem to be retreating faster than the polar ice caps, new filings reveal. “These advisor-sold contracts typically have no…
Customized Insurance Policy Lowers Premiums As Much As 40%
NEW INSTALLMENT PAYOUT OPTION REDUCES ANNUAL LIFE INSURANCE PREMIUMS AS MUCH AS 40%! Life insurance buyers have a new and often better option to protect…
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…
New York Times: ‘Consider An Annuity’ In Retirement
This retirement story in the New York Times, How to make your money last as long as you do, hit the bullseye by explaining how…
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…